Wow. It was absolutely amazing – such a treat! Kim’s energy and deep insight were incredible, Tom was fabulous, the people were wonderful, and everything was so thoughtfully done. You’ve changed my life by introducing me to the Chartered Wealth team. I’m so grateful.

You thrive when surrounded by people who share your values and exude positive energy. Kim is one of those people, and I am so grateful I met her. Kim handholds people in the mid-section of their lives, working with each individual to understand their personality, their hopes and dreams, and the kind of legacy they want to leave. She uses the insight she gains to help them plan a suitable retirement. Let me be clear: Kim is not a broker. Coming from a place where this kind of thing was never even discussed, this conversation is so enlightening.

Kim helped my wife, Bev, and I, to tackle our procrastination about a decision to emigrate to Australia to join our children and grandchildren. Kim was not only qualified to help us, but she also has a passion that goes beyond asking the right questions. I am of the firm belief that Kim’s methodology is the only way forward: looking after your wealth and taking your lifestyle into account.

You are in expert hands. Kim has studied with some of the world’s leading retirement and financial planning experts, to bring you everything you need to know to plan your retirement successfully.

Retiremeant™ is a must read for everyone wondering “What’s next?” in life. Kim provides a holistic approach to financial planning in an engaging, conversational style.

Kim shared a passionate story about her hopes for our mighty profession, drawing on her own experiences and also highlighting the great work of other thought leaders. What a great way to open the show, you were a pleasure to work with and looking forward to working with you again.

Thanks so much for your energy and sharing your wonderful experiences. One participant said, “I wish I could start every day like this!”

Kim is an inspirational leader in the financial planning industry. She is committed and passionate about having meaningful conversations with clients around their money – merging their money with the life they would like to live.

Kim’s grounded confidence and passion for the Dare to Lead content shines through all her interactions. Kim supported and inspired me on a truly self-reflective journey.

Kim is a wonderful facilitator who allows participants to discover, explore and share their stories, while stepping into their own vulnerability and courage.