Perpetual Trust is involved at many significant points in people’s lives. Whether it is making important investment decisions, writing a will, acting as corporate trustee or setting up a family trust, we have many years of experience with similar situations.
Specialist staff mean the right skills and experience are available to you.
Catherine is able to assist with investment advice and management as
well as estate and tax planning. The ultimate aim of this advice is to help
you achieve your financial goals by growing and protecting your capital
and managing the risks to your cash flow. This is accomplished through
appropriately structuring your investment portfolio and financial affairs.
Catherine has worked in the financial services industry since April 2005
and is a member of the financial planning industry professional body (the
Institute of Financial Advisers or IFA). She also has a Diploma in Business
Studies endorsed in Personal Financial Planning and maintains a continuing
education programme to ensure that she keeps up-to-date with the latest
developments in investment and financial markets.
Born and raised in Christchurch, Catherine started in the industry in an
administration role for a small financial planning practice. She also completed
a Bachelor of Teaching and Learning in 2001. Catherine joined Perpetual
Trust as an Investment Paraplanner in September 2009.
Away from work Catherine enjoys running, cooking, tennis, catching up with
friends and family and travelling.