Carin Brimble, CFP®
Wealth Manager - Family Office
CFP ®
Bcomm (Hons)
Financial Analysis and Portfolio Management
BComm (Hons) Financial Management
I am passionate about helping people and care deeply about my clients’ personal and financial well-being. I strive to provide my clients with dependable service and well-considered, sound financial advice that is uniquely tailored to each individual’s personal circumstances.
What I love most about my job
Assisting clients to optimally position their portfolios so that they have peace of mind that their financial future is secure and well-thought out. Working with these families is incredibly rewarding as we aim to simplify complex financial issues and build long term portfolios that will stand the test of time and leave a legacy.
Specialist areas of expertise, both locally & offshore
Treasury Management
Pre-and Post-Retirement Planning
Traditional and Alternative Investments
Estate and Legacy Planning
Meet with us
If you’d like to set up an introductory meeting, please get in touch with us.