Kate has been involved in financial services for more than 30 years. She has a particular interest in assisting people to ‘live as well as they can as long as they live.’ She has experience in working with older clients and their families, assisting them to navigate the transitions and challenges that come with ageing.
Recent Posts
Posted by Bunono
25 February 2025
Your Rights and Responsibilities To Protect You Against Undesirable Financial Outcomes
Financial products can be complex. For someone starting out their financial planning journey, it can be a daunting process. As a result, people often have to rely on the advice...
View ArticlePosted by Bunono
19 February 2025
Finance in Action: How the Partner You Choose Shapes Your Financial Journey
Valentine’s Day often brings to mind love, romance, and shared moments. However, beneath the flowers and candlelit dinners lies an often-overlooked aspect of relationships: the impact your partner has on...
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