Testimony Category: Home

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.

Kim is an exceptional inspirational woman…  she understands clients and knows that it is not always easy for others to share their own life story – to become completely vulnerable. She naturally brings out the best in those who have the privilege to personally deal with her.