“Life is like a camera:
Focus on what is important
Capture the good times,
Develop from the negative,
And if things don’t work out
Take another shot”
My name is Katherine Isbrandt. I am a Certified Financial Planner (CFP®) with twenty years of financial planning experience, holding an Advance Diploma of Financial Services (Financial Planning) and meeting the competency requirements under ASIC’s (Australian Securities and Investment Commission) Regulatory Guide RG 146.
As a member of the Financial Planning Association of Australia (FPA), I abide by their code of professional conduct and ethics.
During my career, I have worked for a number of financial institutions including Westpac, Bank of Melbourne, Colonial and CBA. I also worked for trustee offices including Trust Company, Equity Trustees and a private boutique practice in Armadale.
Like most migrants, when I first arrived in Australia, I had no money, I didn’t know anyone and I felt lost, distressed and vulnerable until a lovely lady, named Helma, saved my sanity by providing me with help, support and lots of advice. I am still unsure if I ever expressed my gratitude for her generosity, care and love; and I know I will never fully repay her, but I will keep on trying. With this in mind, I offer my support and assistance to you.
Therefore my objective is to ensure that the life of every person and every family
I encounter is safer and happier through improved financial security.
Each time I speak with my clients, I feel privileged and humbled when introduced to their emotional and financial stress. Sometimes this stress is great, other times very little, but from my perspective there is no difference, every person deserves high-quality care. If I can make even the slightest improvement in another person’s life, I know I am on my path, and this knowledge makes me happy too.
Advice for non-business clients:
- Superannuation and Retirement Planning
- Centrelink Benefits
- Aged Care Planning
- Estate Planning
- Personal Insurance (Income Protection, Life and Disability Insurance)
- Tax Effective Investment and Wealth Creation
Advice for Small Business clients:
I also love nature and landscape photography and enjoy spending my free time trekking in the mountains and discovering unknown secluded places in Australia and overseas. I am very passionate about looking after our Alpine National Park to preserve its natural beauty for all of us and future generations.
Please check my Fundraising events page.
All photographs on this website are from my different voyages, hikes and travels. I do hope you find them enjoyable too.
Wishing you all the best,