Karen Kavanagh

For over 10 years, I have been fortunate to have Karen Kavanagh as my financial adviser. Karen's financial expertise is solid, and I really like her proactive, practical and considered approach to my financial needs and goals. Karen always takes the time to explain why particular investment strategies would best suit my financial requirements and goals in life. Of equal importance is the time that Karen takes to get to know you as a client and to get an understanding of what are the things in life that are important to you. It is this holistic approach to financial planning that I have really appreciated from Karen.

Throughout the last 10 or so years, Karen has created an important partnership with me. It is her approachable and caring nature coupled with sound financial advice that has enabled me to feel safe in the financial decisions that we have made together. As a result of this partnership, Karen has proven to be a trustworthy and very valuable financial guide, critical in helping me achieve my financial goals in life.