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Wealth, Investments - 4 min read
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Karen is an Associate Adviser who is passionate about working with clients to ensure their goals are identified and a plan is put in place to meet them. Karen loves working through different strategies to ensure the client gets the best outcome for their future.
In her spare time, Karen loves playing soccer in the Women’s Premier League on the Central Coast of NSW and having fun trying to keep up with her two sons in their adventures wherever they may be, from the soccer fields to the beach and everything in between.
Karen is an Associate Adviser at Altus Financial with years of experience in the financial services industry. Her passion is helping clients solve their current financial needs whilst formulating a long term plan for their future financial security. Her role allows her to work closely with the advisers in providing a range of advice, including formulating total wealth creation strategies, debt structuring, risk management and cash flow planning.
Her specialties include solving financial problems by modelling and analysing financial strategies which will guide clients through their future and allow them to meet their financial goals and objectives.
Ultimately the aim is to make complex situations simple and increase the focus on their goals to help make them a reality.
Understanding the real costs can help you to be better prepared.
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