My Story
Kath has long been on a journey of self-development and growth, integrating this wisdom with her expertise in financial planning. Holding a Diploma of Financial Planning and being a Certified Financial Planner, she began her career in 1987 and founded Goals & Dreams Financial Planning Pty Ltd in 2001.
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In addition to her financial expertise, Kath is a Reiki healer, angel intuitive, and has contributed articles to Holistic Bliss. She has been a Transformologist® with the Un-Institute of Women™ and a Ringleader for Don Tolman, who teaches self-healing.
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Kath's holistic approach to financial planning considers both current situations and future aspirations, emphasising the importance of enjoying the journey and balancing life. Her dedication to helping clients achieve their dreams is evident in the collection of postcards from around the world that adorn her office wall. Clients often visit to see their cards proudly displayed after their travels.