Meet The Team
Katherine Styles Financial Adviser
BComm. Dip.FP, AFP®
Authorised representative of Consultum Financial Advisers Pty Ltd
Professional Financial Adviser
Katherine Styles is a dedicated financial adviser with Freedom Financial Planning, bringing over a decade of experience to her role. With a Bachelor of Commerce and a Diploma in Financial Planning, Katherine has been a cornerstone of the team since 2013.
Inspired by her mother's financial acumen, Katherine developed a passion for finance early on. This foundation led her to pursue a career where she could share her knowledge, empowering clients to make informed decisions about their finances and achieve the freedom to pursue their goals.
A Journey Rooted in Family Values
Katherine's path to financial planning was paved with childhood lessons. Her mother's constant discussions about finance, structuring choices, and the impact of wise investments sparked a lifelong interest. This early exposure evolved into a career dedicated to providing that same level of education and guidance to her clients, enabling them to make informed decisions and achieve financial freedom.
Mastering the Art of Retirement Planning
With a specialisation in retirement planning, Katherine excels at helping clients navigate their financial futures. Her expertise lies in assisting clients to:
- Plan for early retirement
- Achieve long-held dreams like significant trips
- Support their children's or grandchildren's education
- Strike a balance between needs and wants to reach financial objectives
Katherine's approach focuses on overcoming perceived limitations, showing clients how to achieve goals they once thought impossible through careful planning and informed choices.
The Rewarding Path of Client Transformation
What drives Katherine is the visible transformation in her clients' lives. She takes immense pride in witnessing their journey from financial uncertainty to confidence and excitement about their future. By building long-term relationships and supporting clients through various life stages, Katherine creates tailored strategies that align with both immediate and future financial goals. The most rewarding aspect of her work is seeing clients year after year, relaxed and enthusiastic about their financial progress.
Breaking Down Financial Planning Misconceptions
Katherine is passionate about dispelling the myth that financial advice is only for the wealthy. She firmly believes that everyone can benefit from professional financial guidance, regardless of their current financial situation. Just as one would consult a doctor for health concerns, Katherine advocates for regular financial check-ups to ensure optimal financial health. Her advice to young professionals is simple: start early. By engaging with a financial planner in your twenties, you can set a strong foundation for lifelong financial success, adapting your strategy as your needs evolve over time.
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