Women on Wealth
When Life Happens
You’re working hard to build a good life. But with big decisions—like planning for school costs, navigating relationship breakdowns, funding assisted reproduction, helping ageing parents, planning for retirement, or handling inheritance—it’s easy to feel unsure about the next step.
That’s where we come in.
Our monthly emails are all about making things easier. We break down complex topics into bite-sized, actionable advice, featuring real-life case studies where we have made a difference.
Big Life Decisions
Got Big Financial Decisions to Make?
We’ve Got Real Answers.
Relationship Breakdown
Navigating a relationship breakdown can feel overwhelming, especially when it impacts your financial future. We’re here to provide clarity during this uncertain time, helping you make informed choices and protect your financial well-being, no matter what comes next.
Families (Assisted Reproduction, Schooling Costs)
Planning for assisted reproduction often comes with unique financial considerations. We help you understand the costs involved and create a plan that aligns with your goals, so you can focus on building your family with confidence.
Retirement
Retirement should be about enjoying the life you’ve worked hard to build. We work with you to create a customized plan that provides peace of mind, helping you transition smoothly into this new chapter while maintaining the lifestyle you want.
Inheritance
An inheritance can bring both opportunities and challenges. We help you make the most of what you receive, guiding you through tax implications and investment choices, so your inheritance supports your goals and honours your loved ones’ wishes.
Financial Independence
Financial independence is about building wealth on purpose. Whether you’re negotiating your salary, planning a career break, or building a business, we can provide strategic guidance to ensure your money works for you – now and in the long run.
Ageing
Stepping in to support ageing parents is a shift that brings emotional and practical challenges, especially when it comes to navigating aged care, financial arrangements, legal documents, and family dynamics. We’re here to help you feel more prepared and less overwhelmed, with clear, practical guidance.
Female Advisers
Kirsten Lynn
Kirsten can guide you smoothly through major life transitions, such as riding out separation and divorce, passing wealth to the next generation, and funding your family. She combines her legal expertise with a knack for simplifying financial choices using live modelling that visually demonstrates options. She offers clear insights into complex decisions and tailors financial strategies for each stage of life. In her free time, she enjoys family road trips and a good book.
Learn more about Kirsten
Cris Abellar
Cris focuses on wealth creation, retirement planning, and personal risk management. With over 10 years of advisory experience, she excels at guiding you through significant life changes, helping them feel in control. Outside of work, Cris enjoys board games, travel, and martial arts.
Learn more about Cris
Jenny Gao
Jenny specialises in navigating financial complexities, from wealth creation to retirement. With a focus on understanding your unique needs, she provides tailored advice to manage both expected and unexpected events. Outside of work, Jenny enjoys spending time with her family and traveling.
Learn more about Jenny
Gemma Tesoriero
Gemma focuses on wealth creation, retirement planning, and budgeting. Gemma approaches her work with empathy and integrity, aiming to help clients achieve their goals. Outside the office, she enjoys family gatherings, scuba diving and hosting friends for dinner.
Learn more about Gemma
Anita Vallelonga
Anita specialises in strategic investment advice, focusing on areas like retirement planning, wealth accumulation, and sustainable investing. Her approach centers on understanding your values to create tailored strategies. In her free time, Anita enjoys spending time with family, snorkelling at Shelly Beach and reformer Pilates.
Learn more about Anita
Michelle Le
Michelle empowers clients to take control of their financial future with confidence. She specialises in complex financial structures, including trust and SMSFs, building wealth and retirement planning. Michelle enjoys long walks with her border collie, Rex, searching for the best pies in town, and testing her wits with trivia and crosswords.
Learn more about Michelle
Katie Wong
Katie has a passion for holistic financial guidance. She prioritises strong client relationships based on compassion and trust. Katie specialises in wealth creation, retirement planning, and budgeting. When she’s not advising, she enjoys outdoor activities, such as camping and snowboarding, and experimenting in the kitchen with ambitious recipes.
Learn more about Katie
Natasha Anderson
Natasha works closely with Senior Advisers as a secondary Adviser to clients with particularly complex financial worlds and family groups.
Learn more about NatashaContact us
We'd love to meet you and see how we can help you achieve the future you want.
Contact us