Auckland, Hamilton, Mt. Maunganui, Tauranga
Cathy is a Financial Adviser with more than 20 years experience in the Financial Sector. Having earned her National Certificate in Financial Services Level 5, she provides her clients with the best advice on products tailored to their individual needs. Cathy’s area of expertise is retirement planning and sound advice on investments and KiwiSaver products. She is passionate about growing her client’s wealth while focusing on building solid relationships through interactive meetings. She structures financial planning advice, incorporating saving for the future while ensuring lives are adequately protected.
Cathy’s skill is finding solutions to make her clients’ funds last for the rest of their lives so that they can enjoy their retirement without financial worry.
For clients that are still working, Cathy makes sure that the correct levels of insurance are in place to provide the proper protection for any worst-case scenarios that may arise.
Cathy is often complimented on her empathy as a female in a male-dominated industry. Creating uncomplicated plans built for her clients’ financial future and security, specifically tailored to the individual and their changing needs. She prides herself in being able to hold her own and offer an additional service to clients whilst being surprisingly good at providing logic and clarity, in turn, making people feel at ease immediately.
Originally from South Africa, Cathy has successfully integrated into the Kiwi way of life. She was previously involved within the South African Pension Fund Industry which set the foundation for her investment advice career in New Zealand. She shares offices with James Sheridan and commutes between Tauranga, Auckland and Hamilton to cater to her clients’ needs. Cathy really enjoys her work.
Her inner strength and sincerity show people that she will do the best for them in every situation. She values ethical behaviour, trust & honesty and always puts the client first. Cathy appreciates clients who are serious about planning their financial future.
Level 1, R251 State Highway 2, Bethlehem, 3110
PO Box 16439 Bethlehem 3147