Katrina Studholme Bcm Pgdippfp

Background

About Katrina Studholme Bcm Pgdippfp

I have been working in the financial services industry since 2001. After having worked at the Bank of New Zealand for 8 years in Personal Manager and Business Manager Roles, I joined First Capital Financial Services as a Financial Planner in 2009 where I was responsible for looking after the investment client base and numerous group super schemes, before leaving in July 2013 to start my own business Total Wealth Limited. As a Financial Planner it is my role to help you achieve the lifestyle of your choice and to ensure that the wealth you work so hard to put together stays together. This is achieved by planning solutions, through investments and insurances, to help protect you from life’s unforeseen events and to help you build your future income stream. Total Wealth offers clients a financial planning service that combines an unmatched experience in financial and investment planning with a broader life-goal focus. You want to enjoy life now and also build wealth for the future. We offer unbiased advice to help you: • Identify your lifestyle priorities • Develop a clear vision for your future. We draw up a financial plan and this becomes your road map. Your plan: • Outlines clear strategies and specific steps to achieve your financial goals • Identifies potential obstacles and how to overcome them Total Wealth can assist you no matter what stage of life be it wealth creation or wealth preservation and advise you in the following areas- Budgeting Debt management Cash management Risk management planning Retirement planning Savings and Investments Comprehensive Financial Planning Estate Planning (overview only) Employee Benefits Group Super Schemes (including KiwiSaver)