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At Katapult we exist to...

At Katapult we exist to...

... Improve the lives We believe that financial success is multifaceted and that its meaning may vary depending what an individual values. We endeavor to assist our clients to grow and maintain their wealth, to enable them to attain the things in life which they value most. of our clients and their families,We consider a client’s overall family context as integral to the financial planning process, never viewing a client in isolation. We prioritize the wellbeing of not only our clients but their families too. by partnering with them We like to engage our clients as partners, involving them as active participants in the decision-making process, while also educating and empowering them through our interactions. through life’s ordinary and pivotal moments A financial plan needs to account for both the mundane, day-to-day happenings, as well as those exceptional, milestone moments in life. alike, helping them to navigate Although life can be complex and overwhelming, our goal is to simplify the complexity for our clients and make the way forward clearer, more manageable and stress free. the increasing complexities If one’s life doesn’t become more complicated over time, the world around us certainly will. With a solid financial plan and our astute guidance, our clients are equipped to manage this increasing complexity with greater ease and confidence. of their lives and the world we live in, and ensuring they are equipped for no matter what We understand that life does not always go according to plan, and that there are inevitably unexpected situations that arise. A solid financial plan ensures that our clients are prepared to withstand various possible outcomes in their lives, never being caught off-guard. lies ahead.

No matter where you may find yourself along your financial journey, we have a solution for you

Wealth Development

You would like to begin making finances more of priority and are looking to grow your portfolio and reach certain key goals.

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Wealth Preservation

You have already accumulated significant wealth and would like to turn this into a stream of income, while maintaining, or still further growing, what you have.

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Family Protection

You want to make sure that you are equipped to protect yourself and those you love in the event of the unexpected.

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Estate Planning

You want to ensure that your multigenerational planning is simplified, seamless and tax-efficient, and may also want to plan for future charitable intention.

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Business Solutions

You are a business owner looking for enhanced business solutions that can benefit both you and your employees.

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If one’s life doesn’t become more complicated over time, the world around us certainly will. With a solid financial plan and our astute guidance, our clients are equipped to manage this increasing complexity with greater ease and confidence.

Learn more

HELPFUL CONTENT

Curated articles, videos, and more for a financially savvier you.

How to Invest in LGBTQ+ Friendly Companies

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
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TIPS for Inflation

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
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Types of Stock Market Analysis

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
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