Multiforte

WELCOME

We are Multiforte a small, specialist financial advisory firm, working one-on-one with just 100 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.

We start with our client at the centre of all that we do.
“You really get to know us – you value working with people on a relationship basis… something most in the market have lost.”
We take a wide-angled view.
“We love your holistic approach. You don’t draw boundaries.”
We are strategic, innovative, with a core competency in strategy design and develop, and smart implementation of advice.
“You think logically and provide me with a different viewpoint and options. I value your research and analysis, your attention to detail.”

Accolades

K

SMSF Specialist Advisor designation 2019

K
AFA Practice of the Year Finalist 2018
K
Female Excellence in Advice Award Winner 2014
AFA Practice Of The Year (finalist 2018)
2019 Most Trusted Advisers
THE JOY OF MONEY Cover

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.

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.

While Kate McCallum and Tony Clark are actively advising, they are currently fully booked and so unfortunately unable to accept new clients.

Kate

Kate

Director & Advisor

Kate McCallum is a financial adviser and director of award-winning firm, Multiforte Financial Services. She has an extensive knowledge of investment, superannuation and financial advice, having held executive roles with leading financial services organisations including Westpac/BT Financial Group, State Street, and Commonwealth Bank. Kate is a conference speaker and a regular contributor to the money media.

More

Kate is Chair of FINSIA’s NSW Council and National Chair of the Association of Financial Advisers’ (AFA) Inspire women’s community. 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 an active member of her local Rural Fire Service. She enjoys hiking, skiing and yoga; and loves good music, fiction, film, fashion and finance. Kate has recently published The Joy of Money: The Australian Woman’s Guide to Financial Independence.

Tony

Tony

Director & Advisor

Tony is a financial adviser and director of award-winning firm, Multiforte Financial Services. He has close on 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.

He has three successful adult children, and enjoys spending time on his rural property with his two dogs, several chickens and tens of thousands of bees.

Tony is an active member of his local Rural Fire Service, a keen surfer, sailor, snowboarder and yoga practitioner and is currently learning 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 casie@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 casie@multiforte.com.au.

Some Important things.

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