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Being an adviser is more than just a profession for Katie - it’s a deeply rewarding journey. With over six years of experience in providing quality advice in health and risk insurance, Katie brings a wealth of expertise to her clients.
As an accredited insurance adviser, Katie is passionate about ensuring her clients have comprehensive and tailored coverage that meets their unique needs. “Helping clients secure appropriate cover, tailored to their needs is my primary focus,” Katie shares. “I believe that peace of mind is priceless, and I strive to provide clients with confidence and security.”
Coming from a farming background, Katie has a keen understanding of the rural community, offering a unique perspective that enriches her approach to tailored advice.
Beyond the financial realm, Katie is a dedicated ultra-marathon enthusiast, taking on distances exceeding 50km. “Running teaches me resilience, a quality that I bring into my adviser role.” She also finds expression crafting fine jewellery. Katie is expanding her financial expertise even further, working towards a Master’s Degree in Finance.
Proud to be a part of the Advice4Life team, Katie says, “The cohesive team, inclusive culture and unwavering support make it more than a workplace for me. It’s an enriching journey within a supportive environment.”
“It’s immensely rewarding to guide an individual towards financial success. Ensuring they not only receive tailored advice, but also ongoing support throughout their entire journey.”
Advice4Life Limited (FSP 489726) holds a licence issued by the Financial Markets Authority (FMA) to provide financial advice.
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