Verified recordFinancial Services

Kate Barnett

Director of Quantitative Strategies at Morgan Stanley

Based in Los Angeles, United States

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Seniority

Director

Department

Finance & Accounting

Location

Los Angeles

Industry

Financial Services

Company size

100K

Contact information

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Email

1 credit

k•••••••@morganstanley.com

Phone

5 credits

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Background

About Kate Barnett

Financial Planning is about planning to give you the very best outcome at any point in your lifetime, whether this is as a fully qualified student stepping out into their work path for the first time, as a first time home buyer, as a parent to be for the first time or as a person venturing out of your working career and transitioning into retirement, by using the tools around you, you can have the choice to take the next step with confidence.At Coast Financial Planning, this is exactly what we do, we nurture your dreams, aspirations and hopes for the future, making sure you are protected all the way and stay in control of your own destiny.How do we do this?We offer a no cost, no obligation initial consultation with ideas at the end of the meeting how we can help to get you to the next level and the costs associated with that.We offer:a) A Full explanation of what and how Superannuation works.b) A Full explanation on how your Superannuation can work for you.c) A full understanding of what you have in your superannuation, how this can be improved and protected.d) Explanations in plain English to help clear the fog on Superannuation.e) A Full explanation on how you can protect your future using Superannuation.f) Explanations on how you can grow and still protect your future to give you peace of mind.g) Business protection evaluations for you and your business.h) Advice on how to protect you and your business's future.These explanations will help you GUARANTEED.Please visit to see how we help our clients or call us today on 07 4183 0300 to take the first steps into controlling your future.

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