Karen Truman
Karen Truman is a Certified Financial Planner with over a decade of experience, and has been dedicated to helping individuals and families achieve financial security and independence since 2014.
Viewing herself as both a teacher and a student, she is committed to simplifying complex financial concepts while continuously learning to provide clients with effective strategies and tools. This dual role ensures she not only imparts knowledge but also stays at the cutting edge of financial insights, offering valuable resources to help clients reach their goals.
Her passion for financial education and empowerment drives her to guide clients through the complexities of personal finance, aiming to reduce reliance on external sources. Recognising that financial planning involves understanding and adapting to both personal and market conditions, her approach emphasises that it’s not just about managing money but preparing for life’s various stages with confidence and clarity.
As the Principal Adviser and owner of Luna Financial, she combines extensive knowledge with a genuine commitment to clients’ success. Her focus on demystifying finance and investing empowers clients to take control of their financial futures, navigate life’s financial cycles, make informed decisions, and ultimately achieve a secure and prosperous future.
Outside of her professional life, she enjoys exploring exotic destinations, health and fitness through yoga, Pilates, resistance training and dancing reflecting a commitment to both personal and professional growth.
