2 Reviews

Emily Bowker

Cultiv8 Financial

Silver

13 Yrs Experience

Young, NSW 2594

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I am passionate about delivering quality financial advice to client’s, which they can understand.

I am always thrilled to see the strategies we put together when creating a personalised values based financial plan pay off. It's amazing how many people aren't aware of their own financial potential and it’s my purpose to help uncover exactly that.

I enjoy accompanying my clients through their various life stages and coach them through financial decisions.

It's all about taking control, here's how I can help you:

Lifestyle transitions, such as purchasing your first home, planning a family, pre-retirement and retirement
Business transitions, such as purchasing a business or selling a business
Debt Management
Wealth Accumulation, investing and saving
Risk Management

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Margin Lending
Aged Care
Socially Responsible
Small Business Advice
Borrowing
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

My fee structure is determined at the conclusion of the client appointment and is based on the scope of the advice that will be undertaken. Depending on the level of complexity of the advice, the could be lower than our minimum advice fee

5.00 November 2020

Working with Emily and the Cultiv8 team has been a wonder. Having gone through the ‘bank ready package’ I spent the last 12 months saving for a house deposit whilst working alongside the team who at all times are professional, helpful, responsive and incredibly knowledgeable. Recently I purchased my first home and was guided by Emily in navigating what can sometimes be an overwhelming process. Personally, I really appreciated the team’s ability to simplify the process and add that ‘human element’. I cannot express how important it is to surround yourself with good people who have your best interests at heart. I’d have no hesitation is recommending the Cultiv8 team, whatever your financial journey may be.

5.00 November 2017

Emily was very thorough in researching our position and providing advice to help us plan for our retirement. She clearly explained her recommendations and made sure we were kept up to date at each stage of our plan's implementation. We recommend Emily as a friendly and knowledgeable adviser - she helped us get our financial affairs in order.

Adviser status Silver
Rating 5.00
Number of reviews 2
First year providing advice 2012
Years of experience 13
Highest qualifications
- Diploma of Financial Services (Financial Planning)
- Diploma of Finance and Mortgage Broking Management
Language spoken
- English

Cultiv8 Financial

28 Cloete St
Young, NSW 2594

9:00am – 5:00pm Monday – Friday

Synchron Advice Pty Ltd

AFSL 243313

Emily Bowker

Cultiv8 Financial

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Cultiv8 Financial

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Synchron Advice Pty Ltd