Kate Wilson

Client Success Manager

I am the proud mother of 5 awesome kids. I am a bit of a sports nut- AFL- Sydney Swans, Cricket. Always planning to get fit !

My Area of Expertise

I love meeting all our clients in our Welcome Call. I can answer any questions they may have. I work with them and their Brokers or Bankers, confirming that they are ready for their strategy and property search to start. I have worked in mortgage broking so can assist in explaining and simplifying the finance journey.

Superpower

Enjoying others’ success as if it’s my own !

How I Best Help My Clients

Listen to them. I am genuinely interested in all our clients and really excited for them to start their investment journey with us.

What Clients Say About Me

That I am invested and willing to use all my experience and knowledge to make getting ready for their purchase as easy as possible.

Favourite Part of the Job

Our clients ! Meeting them and then watching them succeed and achieve. Particularly those customers that have been procrastinating about investing for so long. I love to see how proud they are a month or two down the track…. They have done it! Now lets watch it grow !!

Biggest Career Win to Date

Talking with a very hesitant client who had been wanting to start investing for years….Fast forward 2.5 months she has 2 awesome assets. Wow

My Credentials​

  • Certificate IV Finance and Mortgage Broking
  • Graduate program in management – Retail – Myera
  • Bachelor of Education – BEd(Secondary)

Favourite Quote

“No act of kindness, no matter how small, is ever wasted.”

Podcasts

Free Deal Evaluation Template for Property Investors