• Testimonials

Greg Cook

CEO | Financial Adviser | CFP

Eureka Whittaker Macnaught

“Cate and I have worked together for two decades. She has facilitated countless workshops and conferences for us and is one of the drivers in transforming and growing our business.

Cate’s wide experience with other leading practices makes her a great sounding board for testing new processes, value propositions and client pricing. Cate is a great friend of Eureka Whittaker Macnaught”.

Gareth Hall

Financial Planner | CEO | CFP

Lifestyle Financial Services

“I have worked with Cate Americano for several years in her role as Practice Development Manager at our previous AFSL. Cate is a breath of fresh air. Always bright and happy, full of positivity, very professional and sometimes even inspirational!

I would consider Cate to be a trusted advisor. Her breadth of experience provides the ability to harness proven strategies that will deliver sustainable outcomes. It is rare to find someone who has worked with people at so many different levels and businesses of so many different scales, who has the passion and experience to share and implement their knowledge.

No hesitation in recommending Cate. I’m also happy to speak with anyone who wants to have a chat with me about her before making any decisions about working with her”

Rudi Kristiani

CEO | Principal | Financial Planner| CFP

Key Financial Planning

“I have known Cate Americano in a professional capacity for 18 years. Cate thrives on assisting Financial Planners in achieving their business and personal goals. Her passion is unmatched, and she genuinely cares about providing solutions that will make a meaningful difference. She has a generous spirit, and I would recommend her to any business that is looking for personalised and caring support.”

Bruce Pain

Financial Planner

Regional Financial Solutions

“Our business has benefited enormously from Cate’s input over the last 18 years, we would not be in the position that we are in without Cate’s help. I can testify that her integrity and honesty is second to none”.

Ashley Montesin

Financial Planner | Principal

Regional Financial Solutions

“Cate has been our development coach for many years. She has become an integral part of our team, sharing her knowledge, experience, and providing an important perspective from outside our business. She has been a steady hand in the everchanging financial planning landscape.  She also helped me achieve my goal of winning the National Rising Star in 2018”.

Simon Gibbons

State Manager NSW/ACT

Commonwealth Bank | Financial Wisdom & Pathways

“I have had the pleasure of working with Cate Americano at Financial Wisdom for the past 19 years. Cate was a very successful Practice Development Manager within in a small but high performing team, who serviced 156 Financial Planning Practices across NSW and ACT.  Cate played a leading role in the delivery of our business planning initiatives focusing on people, process, financials and attracting new clients.

Cate has a deep knowledge of the Financial Services sector, specifically Financial Advice and Planning.  During her time at Financial Wisdom Cate invested whole heartedly and passionately with our Practices to ensure that they had the support and tools to successfully grow and evolve their businesses.

I am delighted that Cate has made the decision to establish her own business consultancy as this is natural step for her.  I have no doubt that Cate will be not only be able to help guide businesses through these challenging and uncertain times, but also help them to achieve their true potential both personally and professionally.    I wish Cate every success for the future. “

Clients