Monday 2nd June 2025

Planner unplugged – Katrania Lowers

Edmund Greaves speaks with Katrania Lowers about her journey into financial planning, client-focused service and engaging the next generation through early conversations.


In this Planner Unplugged, editor Edmund Greaves speaks with Katrania Lowers, a financial planner at Colmore Partners. 

Katrania – who was recently shortlisted for the 2025 Nick Cann Progressive Planner Award – discusses her untraditional journey into financial planning and explores how employee ownership drives more client-focused service. 

She shares her passion for engaging the next generation, the power of early conversations around wealth and the need to shift perceptions of financial planning.

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Kat also reflects on the role of technology in enhancing client relationships, tackling the advice gap and boosting financial literacy. 

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