
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.




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.

Lead Advisor
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.
Leanne completed her Bachelor of Commerce with distinctions in 2006, majoring in Accounting, Finance, and Commercial Law. With over 15 years of experience in various financial services roles, including Accounting, Practice Management, and Financial Advice, she found her purpose in client-centered solutions after entering the financial advice space in 2016.
Her successful completion of a Diploma and later a Masters of Financial Planning reflects her commitment to providing strong technical expertise and building rapport with clients. Leanne believes that personal empowerment thrives through genuine financial care, education and exceptional advice, helping clients map their unique financial journeys while accommodating unexpected opportunities.
Adoring a simple, quality and authentic life, Leanne and her family of boy’s love to share their time together off-grid, living real and hands-on lives.


Practice Principal
Leanne completed her Bachelor of Commerce with distinctions in 2006, majoring in Accounting, Finance, and Commercial Law. With over 15 years of experience in various financial services roles, including Accounting, Practice Management, and Financial Advice, she found her purpose in client-centered solutions after entering the financial advice space in 2016.
Her successful completion of a Diploma and later a Masters of Financial Planning reflects her commitment to providing strong technical expertise and building rapport with clients. Leanne believes that personal empowerment thrives through genuine financial care, education and exceptional advice, helping clients map their unique financial journeys while accommodating unexpected opportunities.
Adoring a simple, quality and authentic life, Leanne and her family of boy’s love to share their time together off-grid, living real and hands-on lives.

Practice Principal
Leanne completed her Bachelor of Commerce with distinctions in 2006, majoring in Accounting, Finance, and Commercial Law. With over 15 years of experience in various financial services roles, including Accounting, Practice Management, and Financial Advice, she found her purpose in client-centered solutions after entering the financial advice space in 2016.
Her successful completion of a Diploma and later a Masters of Financial Planning reflects her commitment to providing strong technical expertise and building rapport with clients. Leanne believes that personal empowerment thrives through genuine financial care, education and exceptional advice, helping clients map their unique financial journeys while accommodating unexpected opportunities.
Adoring a simple, quality and authentic life, Leanne and her family of boy’s love to share their time together off-grid, living real and hands-on lives.
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.
Kath founded Goals & Dreams Financial Planning in 2001, and in 2025 she began her 'adventurement' (retirement), having 'passed the baton' to Rachel and Leanne.
With a passion for empowering others, Kath continues to strive to help individuals seize control of their financial decisions and conquer the “fear” surrounding money. Her education and guidance can now be found in her recently published book, 'Attitude, Abundance & Action', which empowers readers 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.
