The history of Cattach and Cattach dates back over 40 years as David is a second generation financial planner.
The business originated in the South West and today Cattach and Cattach remains family owned and operated.
David and Jenny are a husband and wife team with clients in the Perth metropolitan area and country regions.
The heritage look of the logo is inspired by two ideas. The traditional values David and Jenny live by, which forms the basis of the business values and the fact their children are 9th generation Australians suitably links to the long term nature and commitment to the community of clients of the Practice.
Today, people seeking a financially secure retirement, young singles and families building for the future also seek prosperity that is secure and tailored to meet their personal goals amidst the peaks and troughs of life.
As a family owned and operated business and as licensed financial planners, the difference to you is that we work with you personally to develop your own financial plan and help you develop the best strategy that suits your particular needs, not ours.
It is not a one-size-fits-all approach, our service develops personally tailored strategies that can save you time and money and give you the peace of mind that all the boxes are ticked and that your prosperity and financial future is secure regardless of where you are in life.
Like you, we are part of a community with real needs, different goals and evolving circumstances. Together, we can tailor the right solution for your financial future.
We have two main portfolio priorities at Cattach & Cattach, David Cattach handles retirement and the maturing investor, and Jenny Cattach has years of experience in the financial planning needs of young families and singles. Both sectors are part of the community David and Jenny live and do business in.
We all want to have financial security and peace of mind over the course of our lives and it is life experience and practical knowledge that is valuable during any stage of financial planning.
Thank you for choosing Cattach & Cattach, we look forward to speaking with you soon.
(08) 9388 2960