PERSONAL FINANCE • INVESTING • BUSINESS & CORPORATE FINANCE
Finance made simple for you
Join Kate to learn practical finance skills that truly matter
Meet Kate!
With over a decade in investment banking and finance, Kate turns complex money topics into simple, practical lessons anyone can use.
Relevant Experience
10+ Years
Our Services
Personalized support for your personal finances, investments, retirement goals, and business planning.
Financial Planning
Tailored plans to help you meet your financial goals.
Budgeting Help
Create clear budgets that work for your life and income.
Business Forecasts
Prepare financial plan and forecasts for your business needs
FAQs
Who is Kate?
Kate is the founder of Basics Finance, holds a master's in finance with 10+ years in investment & commercial banking and strategy.
What is Basics Finance?
It’s a finance education platform focused on making finance simple and practical.
Are your products affordable?
Yes, all paid products are priced between $1 and $3 to keep financial learning accessible.
Can I book a personal session?
Absolutely, you can schedule a call via the Calendly link provided.
What topics do you cover?
We cover budgeting, planning, valuation, and more beginner-friendly finance topics.
How can I access free resources?
Free resources are available on the website store page linked in the contact section.
Contact Us
Ready to chat? Book your personalized finance session today.
YOUTUBE
basicsfinance2025@gmail.com
© 2025. All rights reserved.
free resources
Questions? Reach out anytime.