VERSED

We specialise in financial planning, mortgages and protection for women who are building careers, businesses and lives they love and want a financial partner that keeps pace. Boutique by design, Versed is the choice for clients who value expertise, clear thinking and a relationship that feels as good as it is effective.

Created and led by women, for women, we understand the realities, responsibilities and opportunities you navigate. We make the complex feel simple, create space for honest conversations and champion your goals at every stage.

Above all, we focus on a seamless, thoughtful client experience so you feel seen, supported and empowered to reach your financial ambitions with clarity and confidence.

“theIR approach was night & day from your traditional broker.”

— F&P Humberstone

Meet the founders

Kim Balasubramaniam and Katrina Horstead had a shared vision when they joined forces to create Versed; to create a business with a focus on building long-term relationships with successful women, providing tailored advice, and helping them achieve their financial goals with clarity and confidence.

They set out to create a space where women feel comfortable and confident seeking financial advice, to actively reduce the gender advice gap.

Their collaboration has allowed them to develop a modern, client-centric approach, which has shaped Versed into a trusted name in the industry.


  • Director

    Kim is a trusted financial planner for successful families, known for tailored wealth strategies delivered with warmth and discretion. With a background in luxury event planning, she brings exceptional attention to detail and a deep understanding of her clients lifestyles and expectations. She is especially valued by high net worth clients focused on long term planning and legacy.


  • Director

    Katrina is a highly regarded financial planner specialising in pensions, investments, mortgages and protection. With a background in luxury fashion, she brings precision, discretion and a refined sense of service to every client relationship. She primarily works with forever home purchasers and portfolio investors, offering clear, strategic advice that supports confident, long term decisions.