Name (Last, First)
WRIGHT-ST CLAIR, KATHY
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Company
Wright Financial Solutions Ltd, Full License
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Address
Waikato Mail Centre
Hamilton
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Areas of Advice
Budgeting, Business Risk, Cash Management, Debt Management, Financial Planning, Health Insurance, Home Equity, Insurance F&G, Insurance Personal Risk, Investment, KiwiSaver / Retirement, Managed Funds, Mortgages, UK Pensions
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Professional Designations
Trusted Adviser, Financial Advice NZ
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Profile
Kathy is a Financial Adviser and the founder of Wright Financial Solutions Ltd established 2001 t/a Wright Financial, which is a proudly New Zealand owned family business.
Kathy is a Financial Adviser, in accordance with the Financial Advisers Act 2008 and has 25 years experience in the Financial Services Industry. Kathy has extensive experience working within Personal Insurance, Mortgage Broking, and Investment Planning / KiwiSaver markets.
Having worked with many clients through their changing lives, starting with Insurance and Mortgages then showing them how to become mortgage free and on to Investing. Kathy is constantly working with the next generation from her original clients to now help them achieve their financial goals.
Under changing regulations, from March 2021 Wright Financial Solutions Ltd has a Transitional Licence for Financial Services approved by the Financial Markets Authority (FMA), to enable the company to continue operating and for Kathy to continue practicing in the Insurance, Mortgages and
Investment/ KiwiSaver markets.
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