Helping you manage your finances and achieve your goals


Twelve Wealth is a privately owned boutique financial advice business. Our focus is on understanding the goals you have for life then working with you over the long term to ensure you have the wealth and conviction necessary to get where you want to go.

Twelve Wealth puts you in control of your life and your finances

Your Advisor

Cathryn Gross
Bachelor of Economics, Bachelor of Science, Diploma Financial Planning
Cathryn is the founder of Twelve Wealth. With an extensive background in banking and financial services, she was inspired to create Twelve Wealth by a deep desire to support others to achieve financial independence. Cathryn is committed to providing tailored fee for service advice, which places success for the client at the centre of everything that she does.

Since founding Twelve Wealth in November 2015, Cathryn has been shortlisted as an AFA Rising Star Finalist. This award recognises advisers in their first 3 years of business who are providing quality advice, excellent client engagement and are active contributors to the profession and wider community.

Personal experience tells Cathryn that to thrive we need security in all aspects of life including our finances. She is passionate about ensuring that her clients have a strong asset and income base so that they can realise the life goals they dream of.

At Twelve Wealth we help you:

Set Goals

Achieve your personal and financial goals

Budget

Manage your debt and cashflows

Investments

Build a diversified investment portfolio to fit your goals

Protection

Insure your income and assets

Estate Planning

Create a Will and Power of Attorney

Education

Provide for the costs of educating your family

Tax Planning

Tax effectively manage retirement, redundancy, divorce or death settlements

Review

Establish whether the advice you have previously received is in your best interest

Superannuation

Establish how much money you will need to retire and how and where your super should be invested