Financial advice for Women

"It's important to me to ensure all women can make an informed decision and feel comfortable in that decision."

Kim has over 30 years' experience working in the financial services industry, with experience providing financial assistance to both business and personal clients. Kim specialises in providing Personal and Business Financial Planning, and has assisted women with Investing, Superannuation Consolidation, Retirement Planning, Personal Insurance, SMSF, Business Planning and Aged Care. Kim holds a Graduate Certificate in Financial Planning from Griffith University and is also a Justice of the Peace.

"Sometimes you just need someone to listen to you and help you work things out. As a financial planner with over 20 years' experience, I can help you sort things out for your future, make informed decisions, and learn along the way how best to look after yourself financially."

Jannette has worked in the Financial Planning industry since 2005 and holds an Advanced Diploma in Financial Planning (Financial Services). She has worked with a diverse range of clients and situations and enjoys working in an inclusive manner to achieve her clients' goals. She always works in the best interests of her clients and keeps her professional skills up to date to deliver strategies that work.

"I believe as a financial advisor, it is not about how much wealth I can help someone create, but rather about the difference that wealth can make to someone's life."

Leonie has been in the financial planning industry for over 15 years and has spent the last 7 years helping people within the Hume and Riverina Regions with their financial planning needs. Despite being awarded several recognitions during her career, the proudest award was for Ethics and Behaviours as a Financial Advisor. Leonie is passionate about providing clients with guidance that puts them in a better position and helps them have peace of mind.

"I love to help women in business to achieve their goals, both personally and professionally."

Dona has over 30 years' accounting experience working across all aspects of business, taxation, and accounting. She thrives helping all her clients, giving advice and support so they can achieve the best results and reach their business goals. Dona has assisted women with setting up their business, giving advice and support so the business becomes a profitable enterprise. She also assists women when they are faced with difficulty in their lives, to guide them through that time and help them get back on their feet. Dona has a Bachelor of Commerce and has run her own business in the past.

"Having run my own business in the past and now being a mother of two teenagers, being in business is a lot like being a parent: accepting the decisions we make to rise up at the end, and realising what we viewed as failure was the path to success."

Lucie has over 20 years public practice experience assisting women to reach their individual and business goals. Lucie has used her background and experience in tax and small business to assist a broad spectrum of clients work through their tax, financial and business issues. Reaching these goals empowers women of today and the future. Lucie is a Member of Institute Public Accountants, Fellow National Tax Accountants Association, Registered Tax Agent and Certified Xero Adviser.