Hi, I’m Catherine,
Financial Adviser & Money Coach specialising in financial planning
I help single women who feel overwhelmed to get their finances sorted.
I am a strong independent woman who has grown significant wealth through my own learnings & the support & guidance of my father when he was still here & our financial planner. I am extremely passionate to see women be able to stand on their own two feet & create a life of joy & abundance. I find many women I meet don't have someone in their life, especially an expert that can help guide them to make sound financial & life decisions.
From day one I have focused on clients in there 20's, 30's & 40's (and a small handful in their 50's) as my goal is to help them live a life by design through wealth creation, protection & cashflow management. The last 18 months I have had a major shift in my business working with more single women, solo mums & couples that don't just require financial support, but money coaching as well. The Money Coaching component of my business works hand in hand with my financial planning business now & allows me to provide a unique offering of coaching & planning.
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More About Me
I take clients on a journey to uncover what’s truly important to them, helping them feel empowered & in control & that their money is working for them in the best possible way so they can achieve their goals & dreams without financial worry.
I am a money coach & Lifestyle Financial Planner, guiding clients to build the foundations necessary to reach their financial freedom & lifestyle goals.
Working in financial services for over 15 years, I decided to start my own financial planning business 4 years ago with the support of my husband & family. I had also been on the travelator of countless years of IVF & felt like I had been holding myself back in other areas of my life & for years I had wanted to have my own business. I grew up with my parents having family businesses my whole life & could see the opportunity to do this for myself, especially at a time in the financial services industry where many advisers were exiting.
I wanted to help my clients on a deeper level & uncover what was holding them back from achieving their goals & dreams so I studied money coaching through the Money Coaching Institute. I apply these guiding principles in my own life & my clients life in order to transform their financial & personal realities.
I love seeing the emotional shifts clients have when we work through the coaching & then loving the planning of seeing what their futures can look like.
So many women don't know where to start, whereas, joining LFC is that first step for taking control of their finances & their life.