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Kora Drage

Kora Drage

About Me

Kora Drage is an established Financial Planner with over 15 years' experience in the industry. She holds a Bachelor of Business, Majoring in Finance and Economics has obtained multiple certifications, including Advanced Diploma in Financial Planning and SMSF Specialist Advisor™.

Kora’s passion for personal finance and helping others led her to establish her own financial planning firm in 2013, where she has successfully assisted numerous individuals and families in achieving their financial objectives. She believes in taking a holistic approach to financial planning, considering all aspects of a client's financial life, including budgeting, investments, retirement planning, tax strategies, and risk management.

With her exceptional analytical skills, Kora provides valuable insights and recommendations to her clients, helping them make informed decisions and optimise their financial outcomes. She is known for her ability to simplify complex financial concepts, making them easily understandable and actionable for her clients.

Kora’s dedication to her clients' financial success, combined with her strong ethical principles, has earned her a reputation as a trusted and reliable Financial Planner. She continues to stay updated on the latest industry trends and regulations, ensuring that her clients receive the most current and relevant advice.

Areas of Focus

  • Aged care
  • Cashflow management
  • Divorce
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 15 Years
  • Licensed By
    Licensed By Visia Licensee Services Pty Ltd