‘We were introduced to Kathy Willowhite a few years back; we had little insight re planning for our financial security as we contemplated retirement.

Kathy provided us with sound financial advice, she actively listened to our priorities and guided us in a professional, reassuring manner that left us feeling confident and safe. Kathy set clear recommendations which we agreed with and responded to all our questions in language we were able to understand. We know without Kathy’s investment in us we would not now be happily retired, she genuinely had our interest at heart.

Kathy has always responded to any query in a timely manner; she has a gift for putting your mind at ease. Most recently we were applying for a Centrelink benefit, navigating the system was particularly challenging; we certainly contemplated aborting the exercise. We reached out to Kathy who, as always, responded immediately by calling Centrelink herself to clarify specific questions. Kathy attended our home and sat alongside us calmly coaching us in navigating the system which was most reassuring; in addition to providing us with sound advice.

We highly recommend Kathy not only for her financial expertise but her authentic, warm, very reassuring approach.

Terry and Julie M.

Kath Willowhite has been taking care of my financial matters for many years. At first, she looked after my superannuation account that was managed so well that it enabled me to retire early.

Now my pension fund allows me to live the life that I want.

I have no hesitation in recommending her services – she is always available, hardworking, honest and obviously has my trust otherwise I would not be writing this about her.

Betty N. 

Kath has managed our retirement pension fund for the last 6 years, and we have always found her to be very helpful and professional. Any questions have been answered and explained very clearly. We have the utmost confidence that our finances are in the safest hands.

We highly recommend her and wish her success in the future.

Terry & Linda H