Total Wealth


“Katrina is very knowledgeable, competent and thoughtful. She spent time with us fully trying understand who we are and what was important to us. This personal attentive approach meant that her report was spot on, customised to our needs and most importantly pertinent. Katrina communicated with us throughout the process, keeping us updated of timelines and delivered when she said she would. We would highly recommend her to anyone wanting more than just a financial plan!”

Anne and Henry, December 2019


Katrina is an extremely efficient and professional financial adviser in whom I have complete confidence. She has helped me plan my retirement investments over the last 5 years. She is the only financial adviser I have had who has explained things clearly in a way I can understand and always answered my questions.  This has been especially important as until very recently I lived in New Caledonia. When Katrina started her own business I was only too happy to go with her. I would recommend Katrina without hesitation to anyone I know who is looking for a financial adviser. Over the years she has become a valued friend as well as my trusted financial adviser.

Margaret Dempsey, February 2014


Christchurch Engine Centre

11 November 2013

To whom it may concern,

The Christchurch Engine Centre had been provided financial advisory services by an organisation for a number of years, but had not been satisfied with the customer responsiveness or quality of work. Katrina Studholme approached us on behalf of First Capital, and due to her excellent customer service, philosophy that nothing is a problem and clear understanding of our requirements and deliverables; we contracted the services of First Capital. Katrina ensured that she was available for our staff; regularly spending time in the HR office for face to face meetings, following up requests in a timely manner and providing quality advice. She consistently presented in a warm, positive manner, and related well with our staff. We were very sorry to see Katrina leave First Capital, but understand her need for a new challenge. We do not hesitate in providing her this reference and wish her well.

If you have any queries, please do not hesitate to contact me.

Yours sincerely