Kristin Main

Kristin’s Approach

Kristin has worked and lived in Taree for over 25 years whilst raising her 3 daughters. Previously running her own business, Kristin Main Wealth Management, and contracting to another local firm, Forum Financial Services. She is a devoted animal lover and enjoys old music, historic buildings and summer days in the sun. Kristin has been the Managing Director of JKLM Wealth Group for 2 years

Kristin is passionate about educating her clients around the possibilities of their finances. She delivers smart strategies and long-term vision with her signature style of warmth and enthusiasm. She firmly believes that financial planning should never be confusing, intimidating or complicated.

It’s your money. So let’s make the most of it.

“It takes a smart strategy, long term vision, support and most importantly a lot of resilience to get to where you want to be!

Wealth management & financial planning should not be about complicated words and confusing contracts - it’s about taking your long-term dreams with the aim of creating a plan that makes them achievable.  It’s not about how much money you have or what you earn and more tied to the decisions that you are making now that will have a flow on effect into the rest of your life.  Whether you’re just starting out in your first job or your work life is about to turn into retirement and you’re preparing for your next adventure – Let me show you how exciting taking that next step can be.”

Experience & Qualifications

• Worked in the Financial Planning Industry since 2006

• Experience as a Financial Planner since 2011

• Advanced Diploma in Financial Services (Financial Planning)

• Certificate IV in Business Management

• Graduate Diploma of Financial Planning (Currently undertaking)

• Offers advice in relation to retirement planning, risk management, insurance claims, investment strategies and superannuation.