Cat Graham

We find Cat always provides us with appropriate information that we can easily relate to. She’s easily contactable and we always come away from our review meetings comfortable with what we’ve discussed.

Cat is very personable and easy to talk to. Her experience in relation to our particular needs means you can trust her advice and in the event of a difficult request she is happy to make enquiries and where appropriate offer alternative strategies or solutions. We have no hesitation in recommending her to any prospective customers.

Cat guided us through from transition to retirement to actual retirement ten years later and answered all of our questions. She made suggestions and provided us with advice and good common sense. I loved that the first questions she asked in every consultation were about what we wanted. She listened, found solutions and offered choices. In the first year after we consulted her we saved over $12000 in tax. She offered an alternative to the savings plans we had for our grandchildren and maximised the funds we can provide them for a first car or assistance on to the property ladder. Our experience with Cat gave us back our faith in good financial planning following a couple of not so good experiences with other financial planners. If we ever win Tattslotto, she will be our first call.

When we experienced a concern with a previous adviser, Cat stepped in and resolved the issue. This situation was apparently quite complex as it involved law changes to superannuation over time. Cat provided a clear understanding of the situation. Subsequently, we decided to downsize and move to a retirement village, so we requested a complete review of our situation. After establishing our objectives, Cat provided a complete package of investments action. Throughout this process and at the final report Cat provided a detailed explanation of the desired action to the family. Subsequent, Cat guided us through the process of establishing new investments and assisted with Centrelink reporting. We respect her thorough knowledge and have complete confidence in her recommendations.