Kathryn places importance on supporting the local community through her expertise by volunteering her services as Treasurer of the local kindergarten.
"Kathryn has a great knack of combining thorough professionalism with genuine warmth and good humour. She goes out of her way to understand my personal circumstances, to the extent of finding out about my family, our leisure pursuits and travels plans. Because she understands what we want from life, she is able to tailor financial advice that aligns with our goals. We have never hesitated to recommend her to our family and friends, all of whom are very happy with her as their adviser."
Michael Sedunary Melbourne, Victoria
"Kathryn is a great listener and she’s also very perceptive, patient and readily available to discuss our concerns. She is always well prepared for our review meetings and challenges our thinking to ensure we understand our financial position. We value the way she looks after us, her interest in our lives and the financial achievements that we have made together. The fact that we sleep well at night knowing we are in good hands says it all."
Craig and Jan Calvert
Frankston, Victoria