“We have absolute trust and that comes before everything. We value your professionalism and your experience.
We know that we are getting advice that’s truly objective – and there’s times
when you will tell us that the best thing is to ‘do nothing’ – we value that.” Read More
Want to give the kids a head-start – protect your wealth by considering a loan rather than a gift
“I feel relieved. I know I’ve got the right cover and that I’m in a position where I am unlikely to have do go through this process again. With Multiforte’s advice and management of the process, everything was very logical and straightforward. And I know I received good value for money.“ Read More
Don’t ignore risk – many investors focus on their investment returns, but don’t quantify the risks and potential losses to which they are exposed
Matthew and Anna are thrilled. They no longer pay commission on their premiums. Multiforte streamlined and increased their cover and achieved a saving of more than $3,500 this year alone. The savings will only increase over the life of their policies. Read More
You could save thousands on personal insurance – by obtaining insurance through super or using level or
split premiums
Kate McCallum specialises in providing high quality, objective financial advice.
She has more than 20 years professional experience, and has worked at senior levels in major Australian financial services organisations – names you would know like Westpac/BT Financial Group, State Street and Commonwealth/Colonial.
Kate has managed superannuation and investment products and services for most of her career, as well as leading a business unit for a large financial advice organisation.
Kate is regularly asked to present sessions for organisations and conferences, and has been featured in media including the Australian Financial Review, the Sydney Morning Herald, and the Melbourne Age.
Qualifications:
Email Kate: kmccallum@multiforte.com.au
“I felt you understood me and what’s important in my life. There was no sell, you didn’t push me in any areas I didn’t want to go, and you made clear recommendations on what I needed to do now“
Sean, Senior Executive