Kara Treeby CFP®
About Me
What I enjoy most about financial advice is helping people make sense of life's transitions.
Whether you're planning for retirement, receiving an inheritance, supporting ageing parents, navigating aged care decisions, selling a business, or simply wanting greater confidence in your financial future, I believe good advice should help you feel informed, empowered and supported.
I am particularly passionate about helping people navigate the moments in life that don't come with a roadmap.
Over the years, I've learned that financial decisions are rarely just about money. They're often connected to family, relationships, responsibilities and the goals that matter most to us. I have a particular interest in helping families navigate intergenerational wealth, ensuring financial decisions support both current needs and future generations.
As a Certified Financial Planner Professional and Accredited Aged Care Specialist, I bring both technical expertise and practical guidance to the advice process. I am also a co-founder of Ageing With Grace Advisory, a specialist service supporting families through the financial, practical and emotional complexities of ageing and later-life transitions.
I work with a diverse range of clients, including professionals, business owners, retirees, women navigating major life changes, and families making important financial decisions across generations.
My role is to help clients understand their options, make confident decisions and create a plan that supports the life they want to live.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Retirement
- SME advice
- SMSF
- Superannuation
- Tax strategies
- Wealth management
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Years of Experience 15 Years