I founded Emu Wealth the forerunner of Emu Advisory, because money and our finances, and our associations around these, are such an important part of life. I want to create a relaxed, and ‘easy to deal with’ experience for clients, supporting them in achieving their financial goals, and building confidence in facing the future.
Clients have come to me with many pressing issues, around retirement, selling a business, having children or developing a financial plan. The reason people remain as clients is that life is constantly changing, and having regular conversations with a trusted financial partner gives tremendous peace of mind. Working together enables clients to stay on track and proactively on top of their own financial situation.
I enjoy working with clients that are looking for a long-term, empowering relationship with a financial professional ‘on their side’, looking out for their best interests. I like to keep things jargon-free, and I appreciate that no question about money, or finances, is ever a silly question.
I take time with new clients to make them feel comfortable and confident that the financial plan we are building together is tailored and suitable for them, and will deliver the results that they want in life. Ultimately, I am proud of the outcomes that my advice has given people, and how it has transformed lives. Processes and mechanics are important, but people are what it is all about for me.
Expertise
My fees
We only work with clients for who we provide excellent value for money, in improving their financial position.
At a glance
- Adviser status Silver
- First year providing advice 1997
- Years of experience 27
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Highest qualification
- Advanced Diploma of Financial Services (Financial Planning)
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Language spoken
- English
Emu Advisory Pty Ltd
103 Main N RdNailsworth, SA 5083 87 Semaphore Rd
Semaphore, SA 5019
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Cobalt Advisers Pty Ltd
AFSL 512550