Kimberly
McGrath

As a highly dedicated, compassionate, and supportive financial advisor, I aim to provide professional, trustworthy advice that empowers you to make confident and informed decisions about your financial future and the goals you want to achieve.

With a Master’s Degree in Financial Planning, ACS accreditation as an Aged Care Specialist, and certification in Self-Managed Super Funds (SMSFs), I possess the qualifications and expertise necessary to smooth the path of your financial advice journey.

My areas of specialisation encompass various crucial financial aspects, including retirement planning, superannuation, aged care, social security, life and disability insurance advice, Self-Managed Superannuation Funds (SMSFs), financial goal setting, and investment structures. By leveraging my extensive knowledge and experience, I am dedicated to helping you develop a robust strategy that aligns with your unique retirement goals, optimises your superannuation, and expertly navigates areas such as insurance and aged care.

In addition, I bring a special understanding to my practice, as I am the proud mother of Australian war veteran and triple Gold Paralympic Medallist Curtis McGrath. OAM. My husband and I have provided unwavering support throughout Curtis’ global endeavours. This personal experience has granted me profound insights into individuals’ challenges in similar circumstances, particularly when navigating the complexities of DVA, NDIS and Social Security disability-related financial matters.

With my specialist accreditation in Aged Care, I am equipped to provide comprehensive assistance in matters concerning the unique financial considerations associated with this stage of life from Home Care assistance to Retirement Villages and then fully supported residential Aged Care options.

Ultimately, my utmost goal is to empower individuals to make well-informed decisions. I am confident in my ability to help you navigate the complexities of the financial landscape giving you certainty you are in control and on a path towards financial success and comfort.

Qualifications and Memberships

• Master of Financial Planning
• Graduate Diploma of Financial Planning
• Accredited Aged Care Professional
• Member of the Financial Advice Association Australia