Wright Financial Hamilton

"Kathy has been absolutely awesome with her professionalism, information sharing and giving advice when and where needed. Kathy leaves decision making to the client, but gives positive feedback and options. The final outcome is left to the client. Kathy is so considerate, that on your birthday a card arrives form her in the mail, to celebrate the occasion. So thoughtful. I trust Wright Financial implicitly! and would recommend them without a second thought. Well done team."

"We recently had the incredible privilege of working with our financial advisor Kathy Wright-St Clair , and we cannot express enough how grateful we are for her exceptional guidance and support. Kathy has been a true lifesaver throughout our financial journey, and we cannot recommend her highly enough! From the moment we met Kathy, she exhibited a level of professionalism, knowledge, and genuine care that immediately put us at ease. She took the time to understand our financial goals, aspirations, and concerns, and crafted a tailored plan that perfectly aligned with our needs. One of the most significant ways Kathy assisted us was in purchasing our first home. As novices to the real estate market, we were initially overwhelmed and unsure of how to proceed. However, our advisor expertly navigated us through the entire process, providing valuable insights, explaining complex concepts in simple terms, and ensuring we made informed decisions every step of the way. Her guidance and expertise made what could have been a daunting experience an exciting and rewarding one. Furthermore, Kathy played a crucial role in helping us clear our debt. She carefully analysed our financial situation, provided us with a strategic repayment plan, and taught us valuable techniques to manage our expenses effectively. Thanks to her unwavering support and encouragement, we were able to overcome our financial burdens and attain a sense of financial freedom we never thought possible. Additionally, Kathy developed a comprehensive savings plan that not only helped us build an emergency fund but also set us on the path towards achieving our future financial objectives. Her meticulous attention to detail and astute financial acumen ensured that we were saving strategically and optimising our financial resources for maximum benefit. One aspect that truly impressed us was Kathy's dedication to supporting us with long-lasting, sound financial budgeting. She patiently walked us through budgeting techniques, teaching us how to prioritize expenses, eliminate wasteful spending, and plan for both short-term and long-term financial goals. Her ongoing guidance and availability for questions or concerns reassured us that we were in capable hands, and she genuinely cared about our financial well-being. Lastly, Kathy recognized the importance of protecting our financial interests as we age. She diligently reviewed our insurance needs, explaining various policies and ensuring we had appropriate coverage to safeguard our future. Her meticulous approach and attention to detail left us feeling secure and confident that we were adequately protected. In conclusion, Kathy has been an absolute rock star throughout our financial journey. Her expertise, professionalism, and unwavering dedication have truly made a positive impact on our lives. We wholeheartedly recommend her to anyone seeking a financial advisor who not only possesses a wealth of knowledge but also genuinely cares about their clients' financial well-being. Thank you for everything you have done for us!"

"We utilized Kathy and her finance skills when first looking into saving for a home. Her knowledge has been so welcoming and made this whole process of buying our first home so much easier then I could've imagined. Would recommend utilising Kathy from the beginning when just starting yo think about purchasing a home."

"We absolutely loved dealing with Kathy from Wright Finance. As first home buyers everything was new to us and the most important thing we wanted was someone we could trust. Kathy was there for us every step of the way and even she got a great deals for our insurance too. I’m glad we chose her service and we would strongly recommend Kathy to anyone who buying a home."

"Kathy is very knowledgeable in her field of expertise and was extremely helpful when we reviewed/refinanced our mortgages. She would go the extra mile and would look for the best outcome that suited our situation at that time. Very approachable and easy to deal with whether it be verbally, via emails or face to face. I would definitely recommend Kathy should you be needing to discuss your financial situation."