What my clients are saying
Anna Rogers
“Thanks Katherine. Very much appreciated your time. Talking with you has given me a much more positive perspective and confidence for my plans to relocate to Portugal. Thanks for answering all my questions! Will be in touch once my house has sold.”
RUTH
Ramesh & Rajasree
Anne Willems
Margaret Lord
“I think Katherine does provide the full package and reaches across the spectrum of the many opportunities that are available if you structure your finances to take advantage of the current complex web of laws designed to confuse most.”
Peter Adams
Bev & Phil Gale
“My financial future had to be restructured and this was done promptly and professionally. I have found Katherine to be very easy to discuss with all aspects of my situation and she is always available for advice.”
Anne Stewart
“Katherine took over the management of my superannuation fund in 2006. For me, the nickname I gave her back then of ‘Wonder Woman ‘ still stands! I’m also happy to know her now as a friend, whom I can sincerely recommend to you.”
Andrew Banks Wainwright
“Since 2006 Katherine has overseen my husband Andrew ‘s superannuation portfolio with complete integrity. We have also sought general financial advice from her over that time and know that we can trust her to give the best advice possible.”
Gale Wainwright
“Katherine has been my personal financial advisor since 2010. It is the first time that I have had no anxieties around the way in which my affairs are handled. I am confident that my requests will be answered promptly and with skill.”
E. Long
“We have known Katherine Isbrandt for some 18+ years during which time she has worked as our financial planner/advisor. Katherine has always been extremely professional, reliable and considerate of our needs.”
David & Lois Dale
“Katherine is always there for you, she deals with your problems efficiently and promptly. You feel as though you are part of a family. Most importantly she is trustworthy. She constantly keeps up to date with all aspects of finance; market moves, seminars and Information provided by other fund managers.”
Joan and Mary
“Katherine has been a lifesaver for my Husband and I. Having planned all our finances for our future and sorting through all our Centrelink problems that we have had, I would highly recommend Katherine for any of your retirement planning.”
Vicki & Ray Allen
“Katherine has provided the support, expertise and reassurance I needed during my period of change. She has undertaken all these tasks in a caring and friendly manner. She has been easy to converse with and always available.”
Gwen Edwards
“Katherine is always there for you, she deals with your problems efficiently and promptly. You feel as though you are part of a family. Most importantly she is trustworthy. She constantly keeps up to date with all aspects of finance; market moves, seminars and Information provided by other fund managers.”
Joan and Mary
“Katherine has been a lifesaver for my Husband and I. Having planned all our finances for our future and sorting through all our Centrelink problems that we have had, I would highly recommend Katherine for any of your retirement planning.”
Vicki & Ray Allen
“My Aged Care Avatar! Katherine has aided me both emotionally and financially in planning for my parent’s change of living circumstances due to one having to reside permanently in a Nursing home and the other with onset Alziemers.”
Ella Maynard
“Thanks Katherine. Very much appreciated your time. Talking with you has given me a much more positive perspective and confidence for my plans to relocate to Portugal. Thanks for answering all my questions! Will be in touch once my house has sold.”
Ruth
“My husband Ray and I have been Katherine’s clients for years and when she left the company, without any hesitation we stayed with her, she is a beautiful human being and we love her to bits and would trust her with our lives.”
Holly Perry
“My Aged Care Avatar! Katherine has aided me both emotionally and financially in planning for my parent’s change of living circumstances due to one having to reside permanently in a Nursing home and the other with onset Alziemers.”