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Director and head of Life Planning at Chartered Wealth

Founder of Women in Finance


Words from the person who nominated Kim:

Kim has amazing energy and a deep love of learning. Her goal is to help individuals to plan, unpack their money story and to assist them in building financial sustainability for a long life. At the same time, helping her clients to live lives filled with purpose, fun and peace of mind. Kim has authored two books and is also the founder of Women in Finance.

Longevity is a mega trend impacting life for all of us. We asked Kim what this means to her and what she does to impact change in this field of work:

My vision is to inspire people to pay attention to their lives and give intention to their money. Working in the retirement sector, I often meet clients who are disappointed with their lives and avoid planning for their money. I create a safe space for people to explore their finances without judgement, guide them to take control of their money and coach them with strategies to get a return on life and their investments. I spend a great deal of time training planners on how to coach clients through this transition and have written two books to support the message.

Chartered Wealth

We help our clients realise that it’s not about what you’re retiring from, but what you’re retiring to. We define RetiremeantTM as having the freedom to achieve your yet unfulfilled dreams and goals, on your terms and in your own time. We specialise in helping you create a RetiremeantTM where money and meaning meet. For this reason, we put together your RetiremeantTM Plan using our unique holistic planning process.