
Name | Catherine Crase CFP® |
Company | Planwell Financial Group |
Address | Level 5, 65 Brougham St Geelong, VIC 3220 |
Phone | 03 5225 5900 |
Initially I trained and worked as an accountant but I'm now part of the financial planning profession. I enjoy helping clients to optimise their financial potential through helping them to make informed financial decisions. Clients can benefit from my assistance in the areas of superannuation, investments, portfolio management, retirement planning, personal insurance, aged care strategies and budgeting.