Hi, I’m Kathy Faulkner, a Senior Financial Adviser at Opes Partners, specialising in property investment. With decades of personal experience and a strong professional background, I’ve helped hundreds of Kiwis build wealth through smart, strategic investing - in new-build properties.
Like many “mum-and-dad” investors, I once believed that paying off our family home was the key to financial security. But I realised - almost too late - that without a solid investment strategy, retirement could look more restrictive than rewarding. That turning point led me to build a diversified property portfolio across New Zealand and sparked a passion to help others avoid the same trap.
I’ve walked the walk. From buying our first home at 22 and not knowing how to leverage equity, to now guiding my investor clients of all ages to do what we didn’t—invest earlier and smarter.
My qualifications include a Bachelor of Commerce, certification as a Certified Financial Planner (South Africa), and the New Zealand Certificate in Financial Services (Investment). But more than the credentials, what matters most is how I help you move forward. My style? I listen with heart and advise with honesty. If you're after fluff-free, action-focused guidance - I'm your person.
I’m currently taking a limited number of new clients. If you’ve been referred by a current client or professional, are keen to invest in new-builds, and are looking for an investment-focused adviser who will keep you accountable and motivated, then we’re probably a great fit. Sounds like you? Please email me directly.
My philosophy is simple:
Break the cycle.
Be the change.
Take action.
When I’m not talking about property, you’ll find me ticking off New Zealand’s Great Walks, enjoying the beach, or surfing the waves at Whangamata.
Here’s what one of my clients recently said:
“Thanks for all your help and guidance Kathy. It's been a pleasure working with you. Very much appreciate the hand holding.”