For Katie, being a financial adviser is about more than policies and paperwork. It is about helping people feel secure in the life they are building.

With over seven years’ experience in health and risk insurance advice, Katie works closely with individuals, families, and business owners to provide clear, thoughtful guidance that genuinely fits their circumstances.

She believes good advice should feel straightforward, personal, and easy to understand, especially when it comes to protecting what matters most.

Growing up on a farm gave Katie a strong appreciation for the rural community and the realities that come with it. That background shapes her practical, no-nonsense approach and her ability to tailor advice to real lives, not textbook scenarios.

Outside of work, Katie has an ultra-marathon background and regularly takes on distances of 50km and beyond. The discipline, resilience, and long-term mindset required for endurance running strongly influence how she supports her clients over time. She is also continuing to build her expertise by working towards a Master’s Degree in Finance.

Katie primarily works with North Island clients and is based out of Palmerston North, supporting people with calm, considered advice they can trust.