Katrina Robbins is Principal of Wealth Architects and Senior Financial Planner to clients across Australia and around the world including executives, professionals, business owners, self-funded retirees and high net worth individuals and families.
With more than 35 years’ experience in wealth management, Katrina has worked tirelessly to build a respected advisory firm and is known for her expertise in advice, investment management and especially for her passion in partnering with clients to achieve financial success.
Initially Katrina established Ausure Financial Group (Qld) in 2017 and moved this business into the national brand Wealth Architects in 2020. When establishing her own firm, Katrina was determined to employ an approach of assisting clients that sets Wealth Architects apart from the traditional financial planning services provided by large financial institutions. Today Wealth Architects is recognised as one of Australia’s leading advice firms – known for its integrity, exceptional wealth management expertise and client-first approach. Wealth Architects is a professional practice with great people underpinning the delivery of high quality advice and exceptional service fundamental to financial success and peace of mind. The Wealth Architects team has a strong track record of successfully building successful, long-term client relationships. The key is that the success of Wealth Architects is measured by our client’s success.
With an appreciation for the busy live of our clients, Katrina applies her deep industry knowledge with a personal approach to advice. At every step, Katrina is on-hand to navigate the journey whilst our team are in place to support clients with every aspect of their financial needs. Adopting a proactive style to advising clients means she is constantly working to identify and capitalise on new opportunities and quickly manage changes if they arise. Her honest, straightforward approach to advice enables clients to make clear, informed decisions with confidence.
This welcomed personal approach is combined with a full range of services and vast expertise. Wealth Architects has the heart of a boutique business with the resources and track record of a market leader. Every day, clients value the tailored strategies, proactive opportunities, regular check-ins, availability and responsiveness.
Effective wealth management demands a holistic, integrated approach so Wealth Architects services cover investment and advice strategies, entities and structures, home loans, insurances and Self Managed Super Fund advice. Wealth Architects believes this expertise across the key areas of wealth managements, along with the convenience of a cohesive service at one firm makes a real difference in client’s lives.
Get in touch with Katrina Robbins