Get to know us.
Financial advisors with heart, clarity, and purpose.
The Financial Boutique
Founded by Katie Young, a financial advisor with a passion for clarity and connection, our boutique practice is built on trust, empathy, and genuine care. We take the time to understand your story, simplify the complex, and guide you with strategies that reflect your goals—not someone else’s template.
Our Philosophy
We believe financial wellbeing is about more than numbers - it’s about feeling confident, supported, and in control of your future. We offer holistic, values-aligned advice that evolves with you, no matter your life stage. We’re here to make financial advice feel human. That means:
Listening first, advising second
Tailoring strategies to your life - not just your balance sheet
Supporting you through every season - from planting to harvesting
Creating space for clarity, confidence, and long-term wellbeing
Values
Empowerment – Helping clients feel confident and in control of their financial future
Clarity – Making complex financial concepts simple, actionable, and jargon-free
Integrity – Offering advice that’s honest, transparent, and always in the client’s best interest
Inclusivity – Creating a safe, respectful space for all clients, with a special focus on supporting women
Connection – Building long-term relationships rooted in trust, care, and genuine understanding
Meet Katie
Katie brings a grounded, thoughtful approach to financial advising - combining deep expertise with a genuine desire to help people feel empowered. With over 16 years of experience in holistic financial planning, she’s known for her clear communication, strategic thinking, and unwavering commitment to her clients’ wellbeing.
Katie has a special interest in supporting women to feel confident and in control of their financial lives - whether that’s navigating career changes, planning for family, or building long-term security. Her practice is inclusive and welcoming to all, and she believes that everyone deserves advice that feels approachable, respectful, and tailored to their unique needs.
Whether you’re saving for your first home, planning for retirement, or navigating life’s transitions, Katie meets you where you are—with warmth, wisdom, and a plan that makes sense.
Experience
Financial advisor with over 16 years of experience supporting individuals and families through all life stages
Bachelor of Management – University of Newcastle (2001)
Diploma of Financial Services (Financial Planning) – 2009
Certificate IV in Financial Services (Finance/Mortgage Broking) – 2010
Accredited Aged Care Professional
Justice of the Peace (NSW)
