With her broad scope and expertise, Karen enjoys taking a closer look at all the elements that affect a financial plan. From lifestyles choices, to family situations, to future goals, she knows that no two clients are the same.
Working with a variety of clients, Karen prides herself on her ability to pick up on subtle nuances and little details that matter. She achieves this by listening closely to her clients, carefully considering what is important to them.
“When talking with clients, I listen closely. My client might mention something in passing and a lightbulb will go off in my head. Learning those little personal details means I can create a plan that’s perfect for them.”
To Karen, being a Financial Adviser isn’t about ticking boxes. It’s about understanding her clients so she can create a plan that makes sense to them.
With a caring and honest approach, Karen encourages her clients to be open about their questions and concerns. That way, she can develop a sound plan and give them the confidence and peace of mind they’re searching for.
“I love helping people. I’m good at analysing their needs and putting a solution in place. I see all the important things that make up the big picture.”