Your future is exciting | Kristin Main | Financial Planner, Financial Advice & Wealth Management | Taree, Forster, Tuncurry & Tallwoods, NSW
 

Hi, I’m Kristin.

I’m here to show you what is possible. Wealth management & financial planning should not be about complicated words and confusing contracts - it’s about taking your big, brave long-term dreams with the aim of creating a plan that makes them achievable.

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 - I want to show you how exciting taking that next step can be.

 
 
 

Wealth Management & Financial Services


Who is financial advice for? Well - it’s for you!

Financial Planning isn’t just for those who have already created wealth - it’s also about knowing how to achieve your financial freedom as you step into each new stage of life . We all need someone to hold us accountable and provide positive reinforcement so we can reach our goals. I want to see you get the most out of your wealth & I love to solve problems that you didn’t even know you have!

 
 

Advice & Strategy

Not sure where to start? Right here, that’s where! I’ll help you assess where you are now, where you want to be & then develop a gameplan to help make it happen.

We can cover everything from the day-to-day (budgeting, investments & savings opportunities) to the big picture & just-in-case details (superannuation, retirement, insurances & estate planning.)

Superannuation & Insurances

Drilling down further on your superannuation, I can analyse your current provider and make sure you’re paying for the product that best suits your situation. The super landscape can be confusing - I’ll be here to lead the way.

We can also make sure that all your bases are covered should the worst happen. I’ll help you find the life insurance product that will take the best care of you should you ever need it.

Government initiatives

Whether you’re just starting your financial journey or are looking to take the retirement plunge, there are a range of government incentives & schemes to navigate.

We can work together to determine how government schemes - like Centrelink - can have an impact on any big decisions you have coming up so we can avoid any unwanted surprises.

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Taree, Forster, Tuncurry & Tallwoods, NSW | Kristin Main | Financial Planner, Financial Advice & Wealth Management
Hi there | Kristin Main | Financial Planner, Financial Advice & Wealth Management | Taree, Forster, Tuncurry & Tallwoods, NSW

Life is unpredictable – your choices now could define a future you may have not yet considered.

Starting from scratch? I hear you.

I am passionate about my clients and showing them the potential of their finances, no matter their situation. Do you want to make a new choice?

It takes a smart strategy, long term vision, support and most importantly, a lot of resilience to get where you want to be.  I know this all too well!

Let’s talk all about you!

We all want to be financially independent and able to live well into our financial future. It's not so much about the money you have or what you earn - rather, it’s the decisions that you are making now that will have a flow on effect into the rest of your life. 

Concerned about fancy finance talk? That’s not how I do things.

We all need somewhere to start and that is where I come in. My signature style is breaking down the details into terms my clients can understand. Talking about your ideal future, and the path to get you there, should never be scary or confusing - it’s exciting to bring your ideas to life!

Kristin Main
DFS (FP) ADFS (FP)
Financial Planner
 
 
Let's catch up | Kristin Main Wealth Management

 
 

Ready to see what’s possible with your finances?

Your first consult is complimentary, and often there are no upfront costs when speaking to a financial planner. Enter your details below & I’ll be in touch soon.

 
 
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