Cat Graham

Bridges Financial Services Pty Ltd

Platinum

16 Yrs Experience

Mornington, VIC 3931

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I have worked in the financial services industry since superannuation was a brand-new concept, and every transaction a manual process and watched the industry evolve over this time with a lot more product offerings along the way.

I love helping every day Australians work out what they want their lives to look like and then back step to fill that in with the appropriate financial strategies to make their wish list come true.

Helping out pre retirees so they maximise their savings for when they decide to no longer work and that they are fully aware of whet that will look like financially to provide peace of mind for them.

Majority of my clients are retiree's, and I am there to hand hold them through all the changes to their situation and legislation, to ensure they remain on track and fulfill their dreams. Afterall life is about the accumulation of memories.

I was honored to have been nominated as a finalist in the Women in Finance 2024 awards.

Outside work, I love to travel, gardening, reading and cooking as well as keeping our 2-year-old kelpie entertained and exercised.

Government Assistance
Superannuation
Retirement & Pension
Redundancy
Aged Care
Cashflow & Income
Socially Responsible
Tax Strategies
Growing Assets
Wills & Estates

4.75 January 2025

Cat is very approachable and gets back to you in a very timely manner. We are totally happy with Cat’s professionalism and ability to explain financial situations in terms we understand

5.00 December 2024

We have been clients of Cat for just over a year, and it has been remarkable how her salient advice has dramatically improved our superannuation growth in such a short time.

Cat is very knowledgeable and extremely helpful, and carefully analyses the best and safest opportunities to maximise our wealth.

We have recommended Cat to a few friends and they have been well pleased with her excellent service.

Thanks very much Cat.

Steve & Helen Addison

5.00 December 2024

Cat is a very pleasant and personable lady. She made us feel very comfortable. We understood all her advice and it enabled us to meet our retirement goals. I have personally recommended her to two of my close friends.

5.00 November 2024

Cat is very helpful and clearly explains how to achieve my financial and superannuation goals, over the years. Very knowledgeable and has answered any of my concerns positively and quickly. I'm retiring mid next year and my future looks very promising and secure thanks to her effort and advice. I have no hesitation in recommending her for financial advice.

5.00 September 2024

We met with Cat when my mother was in respite care at 99 years of age, and we needed advice to manage her care needs with limited resources both personal and financial. Cat provided thoughtful and considered responses to heartfelt questions as we navigated the challenges of my mother remaining safely at home on her own. Her advice and more importantly her calm and considered responses assisted us to navigate a very emotional time.

We decided to continue to seek Cat’s advice for our own retirement planning and trusted her as she encouraged us to view this stage of our lives in a positive and exciting way. Cat combines the financial planning with her sensitive and insightful approach. We shall be forever grateful.

Adviser status Platinum
Rating 4.96
Number of reviews 13
First year providing advice 2009
Years of experience 16
Highest qualifications
- Fellow Chartered Financial Practitioner (FChFP)
- Graduate Diploma of Financial Planning
Language spoken
- English