Few people have been as big a part of the Newcastle Financial Planning Group story than Maitland-born Kristy Coulin. A former Client Service and Office Manager turned Financial Adviser, Kristy has witnessed first-hand the growth of the business for close to 14 years.
It’s this depth of experience that serves her well in her present role as Retirement Financial Adviser. “I’ve been supporting clients for years, walking them through things and taking care of all the paperwork.” It was a natural progression for her to assist in the financial guidance of clients more directly.
For Kristy, who is innately attentive to the needs of others, a big appeal is the benefit she can help bring to people’s lives. Kristy takes the time to really determine what people want to achieve, and what their starting position is. It might be helping them assess their eligibility for the pension, restructuring their super for better outcomes, or downsizing strategies.
She derives great satisfaction in making people content about what’s happening and involved in the process. “With many people, particularly pre-retirees and Centrelink aged care individuals, they just want someone to simplify their lives and take away the stress,” says Kristy. “I’m not interested in bamboozling people with the technicalities.”
As ever, trust is key. “You’re taking people’s life-savings into your hands. They need to feel you’re doing the right things. If you’re doing it with their best interests at heart, you can’t go wrong.”
Seeking a good listener and a safe pair of hands to help plan your golden years? Talk to Kristy at NFPG today.
- Self-Managed Super Funds
- Retirement Planning
- Centrelink Assistance
- Estate Planning
- Aged Care