Helping you fund and achieve the things that matter most — at every stage of your life. Personal, considered financial advice from a team that takes the time to understand your goals, not just your numbers.
Strategies to fund the retirement lifestyle you've worked for — for as long as you need it. We help you plan for the life ahead.
Maximise your super in a tax-effective environment so your money works as hard as you do throughout your working years.
Greater flexibility and control — we'll help you determine whether an SMSF genuinely suits your circumstances and goals.
Tailored investment strategies designed to accumulate and protect your wealth over time, aligned to your risk profile and life goals.
Practical, structured strategies to reduce debt, build savings, and reach your financial goals more effectively.
Book a meeting — in person at our Murwillumbah office, or online via Teams.
Retirement is one of life's most significant milestones — and getting there with confidence takes more than good intentions. Funding What Matters helps you build a plan that supports the lifestyle you've earned, for as long as you need it.
Markets move. Headlines shout. But with an investment strategy built around your risk appetite and life goals, you don't have to react to every shift. We help you invest with clarity — balancing growth and security so you can stay the course, whatever the market is doing.
At Funding What Matters, we believe great financial advice starts with a genuine relationship. Clients aren't portfolio numbers — they're people with real goals, real families, and real lives.
With 26 years of experience in financial planning, we bring depth, care, and rigour to every engagement. Operating under the Australian Financial Services Licence of Synchron Advice Pty Ltd, we are committed to acting in your best interest — always.
With 26 years in financial planning — beginning as a paraplanner before becoming a licensed adviser in 2015 — Kathryn brings exceptional depth and genuine care to every client relationship. She is driven by a simple belief: every client deserves a plan that gives them real financial freedom.
Before entering financial planning, Brad spent over seven years in the superyacht industry — serving high-net-worth clients across the Mediterranean, Caribbean, and Pacific — where he developed an exceptional standard of professionalism and client service. Now completing his Professional Year on the path to becoming a licensed adviser, Brad supports the full advice process within a dedicated wealth management environment.
“We know without Kathy’s investment in us, we would not now be happily retired. She genuinely had our interest at heart — and has a gift for putting your mind at ease.”
“At first she looked after my superannuation — managed so well it enabled me to retire early. Now my pension fund allows me to live the life I want.”
“Kath has managed our retirement pension fund since 2016. We have the utmost confidence that our finances are in the safest hands.”
Book a meeting — a genuine conversation about your goals and how we can help you achieve them.