Karen is a Diploma qualified Wealth Planner with over 18 years’ experience in the Financial Services industry.

Karen provides holistic analysis and advice to clients who have Estate, Long Term Care and Retirement Planning, Protection, and Investment needs. She enjoys collaborating with clients, using in-depth fact finding and understanding, during pivotal times in their lives. Working together to implement their overall financial and tax objectives.

Karen enjoys spending time with those close to her, listening to music, walking and going to the beach in all weathers when she can.