Karen Crane

With more than 28 years of experience in financial planning, including 26 years as a Certified Financial Planner, Karen brings a wealth of knowledge and a genuine passion for helping people make confident financial decisions.

Karen enjoys taking complex financial concepts and turning them into clear, easy-to-understand advice. She works closely with clients to understand their goals and objectives, then helps them put the right strategies in place to achieve them.

Her experience spans SMSFs, superannuation and retirement planning, wealth creation, investments and direct equities, aged care, Centrelink and estate planning considerations.

A Northern Beaches local for more than 30 years, Karen understands the community she works in and values building genuine, long-term relationships with her clients.

Outside of Palmers, Karen enjoys spending time with family and friends, travelling and settling in with a good book.