About us
Kathy Wright-St. ClairFinancial Lifestyle Management Adviser
Kathy has over thirteen years experience in the financial services industry. During this time she has worked independently and as part of a team within insurance brokerages, and she formed Wright Financial Solutions Ltd in July 2001. Prior to this Kathy owned commercial real estate and operated six retail outlets in the Waikato, King Country, and Thames Valley areas. Her experience in these areas has enhanced the service she is able to provide many of her clients.
Kathy qualified with merit in Financial Planning, has completed the Certificate in Business Risk Management in 2005, and became accredited with the New Zealand Mortgage Brokers Association in 2006. In 2006 Kathy became an accredited Home Equity Release Adviser. Kathy is a member of Professional Investment Services, the Institute of Financial Advisers, and Professional Advisers Association.
You can contact Kathy on 027 270 6450 or email
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Kathy's Disclosure Statement is available on request, at no cost.
Adviser Support
Industry Links:
http://www.ifa.org.nz/
http://www.paa.co.nz/
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