Emma Alderson

Hello! My name is Emma, and I am a dedicated and experienced adviser with a passion for helping individuals achieve their financial goals.

With over 23 years of experience in the financial services industry, I am the Founder of EKA Wealth, a boutique financial planning firm that provides tailored advice to individuals and businesses. My passion lies in helping clients achieve financial security and independence through comprehensive, transparent, and personalised financial planning.

I bring a unique combination of expertise, including being a Certified Practising Accountant (CPA), SMSF Specialist, and a qualified Financial Planner. Over the years, I’ve developed a deep understanding of complex financial strategies, with a particular focus on Self-Managed Super Funds (SMSF), tax-effective investment planning, and retirement strategies.

Prior to founding EKA Wealth, I owned and operated a successful accounting and financial planning business in Geelong for over 19 years. Having recently relocated to the Sunshine Coast, I continue to serve clients in the Geelong region, and am available for face-to-face meetings when I regularly visit family and friends.

Over the years, I have truly enjoyed assisting clients in navigating their financial journeys and achieving their goals. I particularly enjoy working with women who are considering retiring in the next 10 years, as well as helping retirees manage their golden years.

At EKA Wealth, my approach is client-centric and results-driven. I pride myself on delivering clear and actionable financial advice tailored to each client’s unique situation, goals, and aspirations.