WELCOME
We are Multiforte a small, specialist financial advisory firm, each adviser working one-on-one with around 50 clients, caring for their wealth and their wellbeing. We are experts in our profession, advising always with a very personal connection.
While small, we think big, systematically finding the very best ideas about life planning, tax strategy and investing from all round the world and shaping them to the unique contours of each client’s world.
Our work
Rather than just having us talk about our work, we thought we’d share what our clients say about what we do and how we do it.
Now, we would usually love to tell you who said such kind words. But put simply, we don’t have this detail. Our clients shared their thoughts in a confidential survey, and so we’re sure that you understand that we would prefer that they get to stay that way – confidential.
“You really get to know us – you value working with people on a relationship basis… something most in the market have lost.”
“We love your holistic approach. You don’t draw boundaries.”
“You think logically and provide me with a different viewpoint and options. I value your research and analysis, your attention to detail.”
Accolades
SMSF Specialist Advisor designation 2019
Now available!
The Joy of Money:
The Australian Woman’s Guide to Financial Independence
Money isn't just about money.
It's about security. It's about choices - to live our lives the way we want. It's about everything money enables you to do and just as importantly what it allows you not to do. Money is also complex.
Kate and co-author Julia Newbould wrote The Joy of Money: The Australian Woman’s Guide to Financial Independence to bring money to life - to put the joy back into money. A comprehensive money guide, it provides expert help on money that explains the detail and the big picture.
The link between wealth and wellbeing
Cashflow Coronavirus
How does COVID-19 affect my insurance?
Tune out the noise
Our people
We’re a small team, with diverse expertise and experience. We believe in people first and take the time to recruit and skill a great team. Our people are thoughtful, friendly, and care for each other and our clients.
When it comes to potential new clients, we enjoy understanding how we can help, and seeing if working together could be a good fit for both of us. However, given our small specialist advisory approach, we mostly explore this opportunity with people who come to us from referrals.
Kate
Director & Adviser
Kate McCallum is one of our financial advisers and directors. She has more than 30 years' financial services experience and an extensive knowledge of investment, superannuation and financial advice, having held executive roles with leading organisations including Westpac/BT Financial Group, State Street, and Commonwealth Bank. Kate is a conference speaker and a regular contributor to the money media.
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Kate holds post-graduate qualifications in Commerce, Applied Finance & Investment, and Financial Planning. She is also an SMSF Specialist Advisor.
Kate was awarded AFA’s 2014 Female Excellence in Advice Award and Multiforte was a top three finalist in the AFA 2018 Practice of the Year Award.
Kate has two amazing boys (who both work in financial services) and two wonderful dogs. She is a Board member for the Central Coast Conservatorium of Music. She enjoys swimming, skiing and yoga; and loves good music, fiction, film, fashion and finance. Kate is co-author of The Joy of Money: The Australian Woman’s Guide to Financial Independence - winner of the 2020 Australian Business Book Award for Personal Finance.
Tony
Director & Adviser
Tony is one of our financial advisers and directors. He has more than 30 years’ experience in superannuation, investment and financial planning, including reporting to several boards as a senior executive in the well-known and trusted financial services organisation, NRMA. Tony is also a seasoned entrepreneur, having founded and run a successful management consultancy.
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Tony holds qualifications in Finance & Economics, Company Directorship and Financial Planning.
He was a key part of Multiforte’s success as a top three finalist in the AFA 2018 Practice of the Year Award.
Tony has three successful adult children, and enjoys spending time on his rural property. He is Commodore of the Gosford Sailing Club, an active member of his local Rural Fire Service, a keen surfer, sailor, snowboarder and yoga practitioner and plays jazz guitar.
Speaking & Media
Speaking, articles and interviews.
Thank you for your interest in what we have to say on all things money and investing.
We’re glad you’re here.
Kate loves speaking –
though does this selectively as it needs to fit in with advising, writing, down-time and time for family and friends. If you’re interested in having Kate speak at your event or conference, please contact us at kate@multiforte.com.au
She also loves sharing her ideas on money, putting the joy back into money, and navigating money and relationships – to name just a few. If you would like to request an interview for a story, show or podcast, please contact us at kate@multiforte.com.au