Plan For Your
Future Life
the financial plan you put in place today will
determine how you experience your future.
Strategies for Every Stage of Your Life
A financial strategy with Wealth Beyond Money will identify and mitigate any risks to your financial security, together with a plan to build wealth in a way that is sustainable and aligned to your needs & goals.
Planning for retirement?
Many people approaching retirement ask the same questions:
- Can I afford to retire?
- Will my money last?
- Am I making the right decisions with my super?
You don’t need all the answers, but you should know where you stand.
Start with our Retirement Checklist
A simple checklist designed to help you identify where you stand and highlight any gaps before making retirement decisions.
Know someone approaching retirement?
If you have a friend, family member or colleague who would benefit from clarity and guidance, we would be happy to have a conversation with them.
Not sure where you stand?
The next step is a simple conversation. We take the time to understand your situation and help you make informed decisions about your retirement.
Or call 08 8299 9927
Katherine Hann leads the team at Wealth Beyond Money
Katherine is a qualified Financial Planner with a Fellow Chartered Financial Practitioner accreditation and an Advanced Diploma in Financial Planning. She is also a member of the Association of Financial Advisers.
She is accredited to give specialised insurance advice for self-managed super funds and business risk insurance.
Katherine has been associated with the finance industry for over ten years with experience in corporate customer service and solution driven outcomes. Her experience lies in retirement planning, superannuation advice, personal risk insurance, including Life, Total and Permanent Disability, Income Protection, Trauma and Business Insurance.
Her objective is simple – to leave her clients in a better position after seeking her advice and help her clients improve their financial situation in order to have a better lifestyle.
With financial freedom and security, everyone’s life becomes impacted in a positive way.
Katherine believes that her ability to listen, have robust and honest two way conversations and use her individual personal skills to build long term relationships are what make her clients trust her advice and feel that this important area of their life is taken care of now and into the future.
Services
All our services start with you at the centre – because only you know what is important to you and your family.
From strategic financial advice, to estate planning, our range of services – including regular reviews, mean you can pivot when the unplanned or unexpected happens.
General Advice Warning
Disclaimer
Wealth Beyond Money Pty Ltd is a Corporate Authorised Representative (No.1296830) of GPS Wealth Ltd.
AFSL 254 544 | ABN 17 005 482 726 | www.gpswealth.com.au