Founder | Director | CEO
Known throughout the Financial Planning and Adviser industry as their trusted advisor, coach, and mentor, Cate has deep expertise in Business Coaching and Consulting, Practice Development, Operations, Management and Compliance, Cate is passionate about helping Financial Planners, Business Owners, CEOs, Executives Managers, Institutions and Licensees build successful, sustainable, and valuable businesses to achieve their goals, dreams and vision.
Cate has 30 years’ experience in the Financial Services industry, the last 19 years spent coaching Financial Planning Practices from start-ups to over $5M in revenue. With her extensive experience and in-depth knowledge of businesses, this has enabled her to develop strategic, results-orientated plans and processes to facilitate change and transform businesses. Cate holds a Business Coaching Certificate, is a Member of the International Coaching Federation, and has a Bachelor of Information Technology and an Advanced Diploma in Financial Planning.
Cate is a country girl from Northern NSW which explains her candour and good humour! She lives on Northern Beaches in Sydney with her husband and two sons and prides herself on striking a good life work balance. Some of her favourite hobbies are spending time with family, travelling, mindfulness, yin yoga, jogging to the beach, reading, writing, listening to TED talks and being an UberMum and Soccer Mum for her two sons’!