Meet the author
With over three decades of experience in the financial planning industry, Kath is a seasoned expert who holds a Diploma of Financial Planning and is a Certified Financial Planner. Since beginning her journey in 1987, Kath has developed a wealth of knowledge and expertise, culminating in the founding of her own firm, Goals & Dreams Financial Planning Pty Ltd, in 2001.
Kath takes a holistic approach to financial planning, focusing not only on where her clients are today but also on where they aspire to be in the future. She emphasises the importance of enjoying life's journey and finding a balance between financial goals and personal fulfillment.
Kath's passion for helping clients achieve their dreams is evident in her dedication and personalised approach. She finds great joy and reward in receiving postcards from clients who are living their dreams and exploring the world, a testament to her commitment to their success.
UPCOMING EVENTS
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PAST EVENTS
OCEAN VIEW - OCTOBER 2024
THE BLOCK - SEPTEMBER 2024
PUTIA - AUGUST 2024
TESTIMONIALS
This little blue book is a pearl of wisdom. Like a personal workshop that shifted my mindset from scarcity to gratitude and abundance. What a blessing to have such honest, powerful insight into money thinking.
Jo