Meet Kate. Kate joined the Paragon team in August 2026, bringing with her more than 15 years of experience spanning banking, financial markets, consulting, and business ownership. Kate brings a broad and well-rounded perspective to the financial world. She understands that behind every financial decisions is a person, a family or a business with it's own goals, challenges and aspirations.
A CFA Charterholder, Kate has also completed the NZ Certificate in Financial Services (Level 5) across both the Investments and Life, Disability & Health Insurance strands - giving her a strong technical foundation across the advice landscape.
What really drives Kate, is people. She enjoys building genuine relationships with clients, asking the right questions, and taking the time to understand what matters most. Her philosophy is simple; good financial advice should be practical, easy to understand and tailored to the life you want to live.
Away from Paragon, Kate and her husband have their hands full keeping up with their three young children! When she gets a moment to herself, you'll find her running, travelling, or making the most of the incredible lifestyle Taranaki has to offer.
With a wealth of experience, a sharp financial mind, and a genuine passion for helping people, Kate is a fantastic addition to the Paragon team.
