I know Kathy for morethan 10 years now, although I never met her in person, She is one of the best agent you can meet, she is excellent on what she does! She is proactive, friendly, professional, responds on time and if I need anything, she is always willing to help and provide an excellent customer service! Thank you Kathy for all your time and support through out the years! You are amazing and keep up the good work!
Piper Puririβ β β β β
Kathy was super knowledgeable, reliable and lovely to talk to. She helped us get into our first home really smoothly and led us through every step along the way!
Tina Singhβ β β β β
Highly professional knowledge & advice which enabled us to make informed decisions. With our goals in mind, Kathy was instrumental in bringing these to fruition. Kathy guided us to better providers for our retirement funds & insurance requirements. I recommend Wright Financial Services 100% to get your financial future secured!
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Daryl Yeohβ β β β β
I highly recommend Kathy. We came to her seeking advice on how to better structure our mortgage. Her vast experience is evident as it only took her a brief look at our financials to come up with tailored solutions that put us closer to meeting our current and longer term financial goals.
She is incredibly customer focused and guided us through every step of the process. I cannot thank her enough and definitely feel closer to achieving financial freedom. I look forward to continuing working with Kathy.
Mike Peckβ β β β β
Kathy Wright was recommended to us by a friend. It was easy to book a meeting with her online and as soon as she arrived she put us at ease with the process of being a first time home owners. She presented the breakdown of our finances in a clear and easy format. Throughout the purchase she was always available to answer questions or concerns we had. We will for sure continue to use Kathyβs services when refinancing. We would recommend her to anyone.
Stevan Tipene Michael Julian Sharplesβ β β β β
Kathy has been absolutely awesome with her professionalism, information sharing and giving advice when and where needed. Kathy leaves decision making to the client, but gives positive feedback and options. The final outcome is left to the client. Kathy is so considerate, that on your birthday a card arrives form her in the mail, to celebrate the occasion. So thoughtful. I trust Wright Financial implicitly! and would recommend them without a second thought. Well done team.
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Bronwyn Haitanaβ β β β β
We recently had the incredible privilege of working with our financial advisor Kathy Wright-St Clair , and we cannot express enough how grateful we are for her exceptional guidance and support. Kathy has been a true lifesaver throughout our financial journey, and we cannot recommend her highly enough!
From the moment we met Kathy, she exhibited a level of professionalism, knowledge, and genuine care that immediately put us at ease. She took the time to understand our financial goals, aspirations, and concerns, and crafted a tailored plan that perfectly aligned with our needs.
One of the most significant ways Kathy assisted us was in purchasing our first home. As novices to the real estate market, we were initially overwhelmed and unsure of how to proceed. However, our advisor expertly navigated us through the entire process, providing valuable insights, explaining complex concepts in simple terms, and ensuring we made informed decisions every step of the way. Her guidance and expertise made what could have been a daunting experience an exciting and rewarding one.
Furthermore, Kathy played a crucial role in helping us clear our debt. She carefully analysed our financial situation, provided us with a strategic repayment plan, and taught us valuable techniques to manage our expenses effectively. Thanks to her unwavering support and encouragement, we were able to overcome our financial burdens and attain a sense of financial freedom we never thought possible.
Additionally, Kathy developed a comprehensive savings plan that not only helped us build an emergency fund but also set us on the path towards achieving our future financial objectives. Her meticulous attention to detail and astute financial acumen ensured that we were saving strategically and optimising our financial resources for maximum benefit.
One aspect that truly impressed us was Kathy's dedication to supporting us with long-lasting, sound financial budgeting. She patiently walked us through budgeting techniques, teaching us how to prioritize expenses, eliminate wasteful spending, and plan for both short-term and long-term financial goals. Her ongoing guidance and availability for questions or concerns reassured us that we were in capable hands, and she genuinely cared about our financial well-being.
Lastly, Kathy recognized the importance of protecting our financial interests as we age. She diligently reviewed our insurance needs, explaining various policies and ensuring we had appropriate coverage to safeguard our future. Her meticulous approach and attention to detail left us feeling secure and confident that we were adequately protected.
In conclusion, Kathy has been an absolute rock star throughout our financial journey. Her expertise, professionalism, and unwavering dedication have truly made a positive impact on our lives. We wholeheartedly recommend her to anyone seeking a financial advisor who not only possesses a wealth of knowledge but also genuinely cares about their clients' financial well-being. Thank you for everything you have done for us!
Emily Shawβ β β β β
We utilized Kathy and her finance skills when first looking into saving for a home. Her knowledge has been so welcoming and made this whole process of buying our first home so much easier then I could've imagined. Would recommend utilising Kathy from the beginning when just starting yo think about purchasing a home.
Canistan Alphonesβ β β β β
We absolutely loved dealing with Kathy from Wright Finance. As first home buyers everything was new to us and the most important thing we wanted was someone we could trust. Kathy was there for us every step of the way and even she got a great deals for our insurance too. Iβm glad we chose her service and we would strongly recommend Kathy to anyone who buying a home.
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Sarah Rickardsβ β β β β
Kathy is very knowledgeable in her field of expertise and was extremely helpful when we reviewed/refinanced our mortgages. She would go the extra mile and would look for the best outcome that suited our situation at that time. Very approachable and easy to deal with whether it be verbally, via emails or face to face. I would definitely recommend Kathy should you be needing to discuss your financial situation.
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FAQs
What is the address of Wright Financial Hamilton?
Wright Financial Hamilton is located at 361 Ulster Street, Beerescourt, Hamilton 3200, New Zealand
What is the phone number of Wright Financial Hamilton?
You can contact Wright Financial Hamilton at +64 7 834 0661
How can I get to Wright Financial Hamilton?
You can find directions to Wright Financial Hamilton by following this map link
