About Me

Katherine has been a financial adviser since 1997. She is a Certified Financial Planner® Professional and she specialises in Retirement Planning, Estate Planning and Aged Care. For years she worked for different financial institutions, trust offices and boutiques practice, but since 2014 she managed to build her own consultancy with passion, empathy and a sincere desire to assist, believing that everyone deserves a helping hand to fulfill their life dreams. Originally named “ASIRE Financial Planning", with time progressed to specialised About Retirement consultancy assisting clients to reach their retirement goals. Katherine helps clients to develop strategies for secure retirement, with predictable and reliable income for life, assistance with Age Pension and with the Centrelink office where applicable. She can also help with ideas about efficient transfer of wealth between generations and when required how to incorporate Aged Care into clients Retirement Planning.

Areas of Focus

  • Aged care
  • Estate planning
  • Government assistance
  • Investments
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 29 Years
  • Licensed By
    Licensed By Asire Financial Services Pty Ltd
CERTIFIED FINANCIAL PLANNER®