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Wealth Management

Real client story: Passing on financial literacy to the next generation

Katrina Wroe
13 July 2023
1 min read

Learn how getting her son involved early into financial discussions has built understanding, established financial disciplines, and paved the way for an exciting future for Nicola’s family. Watch the story of Nicola Thompson, a satisfied Findex financial planning client.

Speak to a specialist financial planner for more information about how you can bring your children into your financial planning discussions

Author: Katrina Wroe | Partner

Katrina has over 25 years' experience in the Financial Services Industry, with over 15 years in personal financial planning. Katrina is a CERTIFIED FINANCIAL PLANNER® professional with a Masters Degree in Financial Planning (RMIT University) and a Diploma of Financial Markets (Securities Institute of Australia). She is a member of the Financial Planning Association of Australia and Finsia.

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