A 16-minute view.

In this interview between Kate Shaw and  Lee Robertson, they explore the privilege of being able to help clients through the power of financial planning and the sheer joy of delivering the news that they can afford to do what it is that they want.

A pension transfer specialist, Kate also talks about that part of her work and its particular challenges, practicing what she preaches to clients, and generously mentions Ruth Sturkey and others amongst those she admires in the profession.