Wealth Beyond Money
Wealth Beyond Money was formed around the idea that for most people, a definition of true wealth is not just to do with money, but the choices, opportunities and peace of mind that financial security brings.
It recognises that the details and circumstances of our lives are actually in a constant state of change.
Legislation, tax laws, superannuation and of course the economy also change and keeping up with what this means for you can be a full time job.
Luckily it does not need to be, as it is our full time job.
Awards
Over the years we have received many nominations, been finalists and won awards. We are very grateful to those who nominated and voted for Katherine Hann.
2016 Most Trusted Advisors
2015 Most Trusted Advisors, Practice of the Year
2014 SA/NT State Finalist, Financial Wisdom, Practice of the Year
2014 Semi-Finalist for AFA Female Excellence in Advice Ward
2013 SA/NT State Finalist, Financial Wisdom, Practice of the Year
2011 Financial Wisdom SA Finalist, Practice of the Year
Protect & Plan
Protection of your assets is an essential part of a financial plan - whether this is through legal structures, insurance or other measures. Wealth Beyond Money will do a deep dive to ensure you are adequately protected, and this level of protection is checked and updated on an annual basis.
You will then be provided with a financial strategy and advice make the most of what you have and your future lifestyle and financial goals. To achieve this level of customisation, an exploration of your current circumstances, income, and longer term goals are explored followed by a rigorous research process which allows us to then deliver personalised Strategic Financial Advice, Retirement Planning, Cash Management and Estate Planning.
We also review your super initially (with annual reviews), to ensure your fund is working for you. Legislation changes all the time and it is our job to let you know when any of these impact you.
Katherine Hann
Principal
-
Qualified Financial Planner with a Fellow Chartered Financial Practitioner accreditation.
-
Advanced Diploma in Financial Planning.
-
Member of the Association of Financial Advisers.
-
Accredited to give specialised insurance advice for self-managed super funds and business risk insurance.
Stephen Pisani
Partner
-
Owner/Director of Pisani Group.
-
21 years in business servicing over 4500 clients Australia wide
-
His core business value is to make a difference to his clients, through a personalised approach to their accounting and financial needs.
Diessa Kondrakova-Zhao
Senior Financial Adviser
-
Diploma and Advanced Diplomas in Financial Planning and Bachelor of Commerce from the University of Adelaide.
-
Specialises in superannuation, specialised investments, personal protection portfolios and retirement planning.
-
Provides holistic advice to tailor wealth strategies for clients with diverse advice needs.
-
In her spare time, Diessa enjoys exploring the world of archaeology and ancient history as well as travel, literature, languages and philosophy.
Annie Oxford
Admin Support
-
Administrative support for both Accounting and Financial Planning firms
-
Provides our clients with friendly, professional service and support
-
Annie has lived in & worked in Port Pirie and know 'everyone'
-
She loves sports and still plays hockey and fishing.
Kasey Gale
Client Services Officer
-
Hours: Tuesday-Friday 9 am-3pm
-
Diploma and Advanced Diploma in Financial Planning
-
16 years of experience in the Financial Planning industry
-
Kasey is always happy to help our clients in a friendly and professional manner.
-
In her spare time she loves to spend time with her young family and loves sport and is involved in sporting community in Port Pirie
Meet Our Team
We provide highly personalised service, and look forward to supporting your goal of a secure financial future.
