Our dedicated team of financial experts are committed to guiding you towards a secure financial future. With a wealth of experience and a passion for personalised service, we strive to empower our clients with strategic planning and insightful advice tailored to your unique goals.
Our dedicated team of financial experts are committed to guiding you towards a secure financial future. With a wealth of experience and a passion for personalised service, we strive to empower our clients with strategic planning and insightful advice tailored to your unique goals.
Financial Planning Team
Our dedicated team of financial experts are committed to guiding you towards a secure financial future. With a wealth of experience and a passion for personalised service, we strive to empower our clients with strategic planning and insightful advice tailored to your unique goals.
With over three decades of experience in the financial planning industry, Kath has built a remarkable career dedicated to empowering individuals to achieve their Goals & Dreams. In 2001, she established Goals & Dreams Financial Planning.
Kath’s qualifications include a Dip FP and CFP certification. However, it is through her invaluable experiences navigating real-life financial situations over the years that she has truly honed her craft.
With a passion for empowering others, Kath strives to help individuals seize control of their financial decisions and conquer the “fear” surrounding money. Through comprehensive education and guidance, she empowers clients to take charge of their financial futures, fostering ownership and confidence.
With over three decades of experience in the financial planning industry, Kath has built a remarkable career dedicated to empowering individuals to achieve their Goals & Dreams. In 2001, she established Goals & Dreams Financial Planning.
Kath’s qualifications include a Dip FP and CFP certification. However, it is through her invaluable experiences navigating real-life financial situations over the years that she has truly honed her craft.
With a passion for empowering others, Kath strives to help individuals seize control of their financial decisions and conquer the “fear” surrounding money. Through comprehensive education and guidance, she empowers clients to take charge of their financial futures, fostering ownership and confidence.
With over three decades of experience in the financial planning industry, Kath has built a remarkable career dedicated to empowering individuals to achieve their Goals & Dreams. In 2001, she established Goals & Dreams Financial Planning.
Kath’s qualifications include a Dip FP and CFP certification. However, it is through her invaluable experiences navigating real-life financial situations over the years that she has truly honed her craft.
With a passion for empowering others, Kath strives to help individuals seize control of their financial decisions and conquer the “fear” surrounding money. Through comprehensive education and guidance, she empowers clients to take charge of their financial futures, fostering ownership and confidence.
Rachel graduated with distinction from Queensland University of Technology in 2013, earning the Dean's Award for Excellence in her Bachelor of Business. After a successful administrative career in professional services, she sought a more impactful and challenging path, leading her to financial planning.
In 2015, Rachel completed her Diploma of Financial Planning and joined the industry through the competitive and award winning AMP Horizons training academy, where she placed second in her cohort. She has since completed a Graduate Diploma of Financial Planning and is a Chartered Retirement Planning Counselor.
Rachel has had the privilege of helping hundreds of clients navigate their financial lives with patience, care, and support. Outside of work, she enjoys spending time outdoors with her husband, dog, and their energetic and funny 3-year-old son.
Rachel graduated with distinction from Queensland University of Technology in 2013, earning the Dean's Award for Excellence in her Bachelor of Business. After a successful administrative career in professional services, she sought a more impactful and challenging path, leading her to financial planning.
In 2015, Rachel completed her Diploma of Financial Planning and joined the industry through the competitive and award winning AMP Horizons training academy, where she placed second in her cohort. She has since completed a Graduate Diploma of Financial Planning and is a Chartered Retirement Planning Counselor.
Rachel has had the privilege of helping hundreds of clients navigate their financial lives with patience, care, and support. Outside of work, she enjoys spending time outdoors with her husband, dog, and their energetic and funny 3-year-old son.
Rachel graduated with distinction from Queensland University of Technology in 2013, earning the Dean's Award for Excellence in her Bachelor of Business. After a successful administrative career in professional services, she sought a more impactful and challenging path, leading her to financial planning.
In 2015, Rachel completed her Diploma of Financial Planning and joined the industry through the competitive and award winning AMP Horizons training academy, where she placed second in her cohort. She has since completed a Graduate Diploma of Financial Planning and is a Chartered Retirement Planning Counselor.
Rachel has had the privilege of helping hundreds of clients navigate their financial lives with patience, care, and support. Outside of work, she enjoys spending time outdoors with her husband, dog, and their energetic and funny 3-year-old son.
With over three decades of experience in the financial planning industry, Kath has built a remarkable career dedicated to empowering individuals to achieve their Goals & Dreams. In 2001, she established Goals & Dreams Financial Planning.
Kath’s qualifications include a Dip FP and CFP certification. However, it is through her invaluable experiences navigating real-life financial situations over the years that she has truly honed her craft.
With a passion for empowering others, Kath strives to help individuals seize control of their financial decisions and conquer the “fear” surrounding money. Through comprehensive education and guidance, she empowers clients to take charge of their financial futures, fostering ownership and confidence.
With over three decades of experience in the financial planning industry, Kath has built a remarkable career dedicated to empowering individuals to achieve their Goals & Dreams. In 2001, she established Goals & Dreams Financial Planning.
Kath’s qualifications include a Dip FP and CFP certification. However, it is through her invaluable experiences navigating real-life financial situations over the years that she has truly honed her craft.
With a passion for empowering others, Kath strives to help individuals seize control of their financial decisions and conquer the “fear” surrounding money. Through comprehensive education and guidance, she empowers clients to take charge of their financial futures, fostering ownership and confidence.
With over three decades of experience in the financial planning industry, Kath has built a remarkable career dedicated to empowering individuals to achieve their Goals & Dreams. In 2001, she established Goals & Dreams Financial Planning.
Kath’s qualifications include a Dip FP and CFP certification. However, it is through her invaluable experiences navigating real-life financial situations over the years that she has truly honed her craft.
With a passion for empowering others, Kath strives to help individuals seize control of their financial decisions and conquer the “fear” surrounding money. Through comprehensive education and guidance, she empowers clients to take charge of their financial futures, fostering ownership and confidence.
Damaris joined Goals and Dreams as an intern bringing along a wealth of knowledge in accounting, customer care and superior organisational skills.
Over the years, Damaris has excelled in organising the information at Goals and Dreams deriving workable strategies and solutions that have streamlined our business.
With a passion of helping others live their best lives, Goals and Dreams provides an environment to thrive and be excellent.
Her passion is extended to giving back to her community in her free time.
Damaris joined Goals and Dreams as an intern bringing along a wealth of knowledge in accounting, customer care and superior organisational skills.
Over the years, Damaris has excelled in organising the information at Goals and Dreams deriving workable strategies and solutions that have streamlined our business.
With a passion of helping others live their best lives, Goals and Dreams provides an environment to thrive and be excellent.
Her passion is extended to giving back to her community in her free time.
Damaris joined Goals and Dreams as an intern bringing along a wealth of knowledge in accounting, customer care and superior organisational skills.
Over the years, Damaris has excelled in organising the information at Goals and Dreams deriving workable strategies and solutions that have streamlined our business.
With a passion of helping others live their best lives, Goals and Dreams provides an environment to thrive and be excellent.
Her passion is extended to giving back to her community in her free time.
Introduced to the world of financial planning at a young age, Brad’s keen interest in investing sparked at the age of 14, setting him on his current path.
Whilst Brad has a Bachelor’s degree in Exercise and Movement Science, specialising in Sport Science and Performance Analysis, his diverse range of career interests led him to explore various fields. However, it was his fascination with the intricacies of finance that ultimately captivated his attention and led to his current role.
Brad brings a unique perspective to his work, blending his analytical skills and keen eye for detail to gain a comprehensive understanding of financial strategies. Beyond the realm of financial planning, Brad finds fulfilment in his passion for astrophotography.
Introduced to the world of financial planning at a young age, Brad’s keen interest in investing sparked at the age of 14, setting him on his current path.
Whilst Brad has a Bachelor’s degree in Exercise and Movement Science, specialising in Sport Science and Performance Analysis, his diverse range of career interests led him to explore various fields. However, it was his fascination with the intricacies of finance that ultimately captivated his attention and led to his current role.
Brad brings a unique perspective to his work, blending his analytical skills and keen eye for detail to gain a comprehensive understanding of financial strategies. Beyond the realm of financial planning, Brad finds fulfilment in his passion for astrophotography.
Introduced to the world of financial planning at a young age, Brad’s keen interest in investing sparked at the age of 14, setting him on his current path.
Whilst Brad has a Bachelor’s degree in Exercise and Movement Science, specialising in Sport Science and Performance Analysis, his diverse range of career interests led him to explore various fields. However, it was his fascination with the intricacies of finance that ultimately captivated his attention and led to his current role.
Brad brings a unique perspective to his work, blending his analytical skills and keen eye for detail to gain a comprehensive understanding of financial strategies. Beyond the realm of financial planning, Brad finds fulfilment in his passion for astrophotography.
Shelley has been part of the Goals & Dreams team on and off now for 13 years. Her main role has been as the events co-ordinator, given her experience in the performing arts industry. Over the years Shelley has taken on various roles within Goals & Dreams through administration, customer services, data entry and as project manager.
Previously working and living overseas in both India and Singapore, Shelley has gained real world experience whilst achieving her own goals & dreams.
Shelley holds a Cert II in Business Communication technologies, a Bachelor of Fine Arts degree (Drama & Dance) and various Diplomas in dance. She is grateful for her time here and is learning to balance her role within the Goals & Dreams office, working as a performing artist and motherhood.
Shelley has been part of the Goals & Dreams team on and off now for 13 years. Her main role has been as the events co-ordinator, given her experience in the performing arts industry. Over the years Shelley has taken on various roles within Goals & Dreams through administration, customer services, data entry and as project manager.
Previously working and living overseas in both India and Singapore, Shelley has gained real world experience whilst achieving her own goals & dreams.
Shelley holds a Cert II in Business Communication technologies, a Bachelor of Fine Arts degree (Drama & Dance) and various Diplomas in dance. She is grateful for her time here and is learning to balance her role within the Goals & Dreams office, working as a performing artist and motherhood.
Shelley has been part of the Goals & Dreams team on and off now for 13 years. Her main role has been as the events co-ordinator, given her experience in the performing arts industry. Over the years Shelley has taken on various roles within Goals & Dreams through administration, customer services, data entry and as project manager.
Previously working and living overseas in both India and Singapore, Shelley has gained real world experience whilst achieving her own goals & dreams.
Shelley holds a Cert II in Business Communication technologies, a Bachelor of Fine Arts degree (Drama & Dance) and various Diplomas in dance. She is grateful for her time here and is learning to balance her role within the Goals & Dreams office, working as a performing artist and motherhood.