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“Kate is a good listener and open minded with our financial goals”
Katherine (Kate) McArthur
Senior Financial Planner at Insight Wealth Planning
BA. LLB, DFP, ADFP, GradDipFinPlan
Kate is a seasoned financial advisor who began her career as a client services officer after graduating university in 2016. Her affinity for mathematics and strategic planning drew her to the financial planning industry, where she found her true calling.
As a Senior Financial Planner, Kate assists clients across all stages of their financial journeys, from early career to retirement. Her role centers on building enduring relationships, understanding each client’s unique situation and goals, and devising strategies to help them succeed.
Kate is passionate about demystifying complex financial concepts, ensuring clients fully grasp how their finances impact their lives. She attributes her success to her listening skills, collaborative approach, and commitment to building trustful, long-term relationships. Her ability to think strategically and comprehend intricate financial details are key to her effectiveness.
For Kate, the highlights of her career are helping clients achieve major milestones, such as buying their first home or managing finances after a loss. She finds fulfillment in empowering clients and seeing them reach their financial goals.
Kate sums up her approach: “I am most passionate about empowering clients, ensuring they understand their finances, and educating them along the way.”
Outside of work, Kate enjoys spending weekends with her family, supporting her kids’ activities, cooking, and fitting in some exercise.
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“Kate has always looked out for our needs and ensures everything is right for us.”
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“Kate is always caring and professional. She is available and approachable for the difficult questions. Life changes occur and you need a Plan B. We trust her guidance and advice to ensure our family have the best financial outcome for the future.”
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“Kate is primarily assisting my wife with our shared planning for the future. Kate understands our situation and our need for a financially secure lifestyle going forward whilst maintaining our current lifestyle which includes some travel. I am confident Kate has our best interests in mind and I am confident in her advice..”
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“Once again we left our annual review meeting with Kate feeling delighted that we’d chosen to work with her several years ago. She knows what she’s doing in areas where we need help. She’s a pleasure to deal with, and has set us up for a secure future. Thanks Kate!”
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“Very smooth experience, friendly and great communication.”
