Our Licensee: Lonsdale

Testimonials

I first met Kathy Havers in 2006 as a  client of hers at a previous Financial Services practice. Kathy left that organization in 2008 to form Catalyst Financial Group. In 2009 I approached her to again take on my financial affairs. Having a complex group including Companies, Trusts and Joint Ventures I  sought several proposals for the management of our future needs. I decided Catalyst Financial Group was best placed to proactively manage both the transition and future planning we needed. I have been extremely happy with their service and management of my Group’s affairs and I am feeling more in control of our finances than I have for many years. I would recommend Catalyst Financial Group to others for their  Foundation, family matters and the professionalism, ethics and genuine commitment to  their clients.

Andrew McQueen,
Orthopedic Surgeon,
Melbourne Orthopedic Group

I was referred to Kathy in 2006, by a close friend. We immediately gelled and have been working closely towards all of my aspirations since then. These have been wide and varied, from business guidance, to setting up the establishment of my self-managed superannuation fund. My relationship with all of the team at Catalyst is one of trust, inclusive of all of my financial advice needs.
They are always proactive in offering me the best possible solutions.

Rhonda Renwick,
Founder - Kindred Spirits Foundation
& Managing Director of Latrobe Valley Bus Lines

 

Our Joint Venture Partners

JP Sear & Marsh (Certified Practicing Accountants)

Catalyst Financial Group have a joint venture arrangement to assist clients of JP Sear & Marsh with their financial planning needs.  Likewise, Catalyst Financial Group outsources accounting and taxation work for its clients to JP Sear & Marsh.
www.jpsm.com.au

Lawler Draper Dillon (Chartered Accountants)

Catalyst Financial Group have a joint venture arrangement to assist clients of Lawler Draper Dillon with their financial planning needs. Likewise, Catalyst Financial Group outsources accounting and taxation work for its clients to Lawler Draper Dillon.
www.lawlerdd.com.au

Kindred Spirits Foundation (KSF)

Catalyst Financial Group provides on-going support and advice to KSF on a concessional basis. Kathy Havers is a Trustee and the Responsible Officer for KSF.

KSF’s mission is to support and guide communities and groups in Australia as they work towards their aspirations by building upon their strengths. We are proud to actively support KSF and the communities they work with.
www.kindredspiritsfoundation.org.au

BT Administrator login page

www.bt.com.au