Auckland, Hamilton, Mt. Maunganui, Tauranga

Cathy is a Certified Financial Planner (CFP^CM) with more than 20 years’ experience in the financial sector across New Zealand and South Africa. Based in Tauranga, she works with clients throughout the upper North Island and regularly travels between Tauranga, Auckland, and Hamilton. Cathy holds a Graduate Diploma in Business Studies (Personal Financial Planning) and specialises in building and managing wealth with one clear objective: helping clients achieve a secure, sustainable retirement.

Her advice is delivered through independent portfolio services, including diversified portfolio construction, ongoing monitoring, and discretionary investment management. Independent research is integrated to ensure investment decisions are evidence-based and free from product bias. Portfolios are structured with a clear understanding of risk and return and are adapted as markets, legislation, and personal circumstances change.

Cathy provides a full financial planning service, supporting clients both before and after retirement. This includes goal setting, investment planning and implementation, KiwiSaver advice, and detailed analysis of retirement income and drawdown strategies. Widely recognised for her calm, empathetic approach in an industry that can often feel impersonal and overly complex, her clear and uncomplicated plans are tailored to each client’s personal situation. By combining logic with clarity, Cathy helps clients feel at ease and make informed decisions with confidence.

Outside of work, Cathy enjoys hiking, golf, travel, and spending quality time with friends and family, a reminder that good financial planning is not just about money, but about creating the freedom to enjoy life on your own terms.

Cathy is always happy to chat, just get in touch to start the conversation.

Physical Address:
Level 1, R251 State Highway 2, Bethlehem, 3110
PO Box 16439 Bethlehem 3147