Wealth - 5 min read
Karen is an 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 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.
Karen is an 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 clients and other 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.
Wealth - 5 min read
The COVID-19 pandemic has caused many Australians to reassess the health of their personal finances. From superannuation and investment portfolios to ...
Wealth - 4 min read
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Understanding the real costs can help you to be better prepared.
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Altus Wealth Pty Limited ABN 55 649 956 212 is an Authorised Representative of Altus Financial Services Pty Ltd ABN 24 637 026 825 an Australian Financial Services Licensee (AFSL no. 520266). Altus Financial Services Pty Ltd is not responsible for the advice, products and services provided by Altus Accounting. Julie Azzi is a credit representative (CR No. 366834) of BLSSA Pty Ltd ABN 69 117 651 760 (Australian Credit Licence 391237).