Patsy Karapas - Sound Advisors

CFP®, DipFinPlan Authorised Representative | Email

 

Patsy’s 32 years’ experience in the financial services industry has taught her to appreciate that everyone has a unique personal situation and set of values when it comes to their definition of success, wealth and financial freedom.

Establishing respect, trust and building close relationships with clients takes time and the first step of-course is having that initial conversation. It’s at this time clients discover how Patsy can help with flexible, comprehensive advice, relating to cash flow both now and in retirement, investing, superannuation – including self-managed super (SMSF), life insurance, minimising tax and estate planning.

She will educate you along the way to ensure you make informed investment decisions. Patsy provides advice on investment assets including, cash, bonds, direct and listed property, ASX-listed shares, managed funds and infrastructure.

She strongly believes that “good advice puts people first” and the one sure way to achieve this is by working in conjunction with other trusted professionals such as accountants and specialist lawyers. Midsec's ongoing service, diligent process and constant contact with their clients ensures Patsy will be there for you, keeping things on track.

Patsy is a member of the SMSF Association, the Financial Planning Association of Australia and the Midsec Investment Committee.