We Are
Emerald Wealth
We’re here to help you navigate life’s big decisions with clarity and confidence. Have some big life decisions to make? Contact us today
We Are
Emerald Wealth
We’re here to help you navigate life’s big decisions with clarity and confidence. Have some big life decisions to make? Contact us today
Welcome to
Emerald Wealth
At Emerald Wealth, we’re here to support you through life’s big decisions. We’ll help you understand your options and guide you to make the right choice. Whether you’re planning for retirement, investing in your future, or managing complex financial decisions, we’re here to help you balance your immediate needs with your long-term goals.
For everything you value.
Why Choose Emerald Wealth
What Sets Us Apart
Not all financial advisers are the same. It’s crucial to understand who you’re working with and what sets them apart from others in the industry. These differences can make a real impact on your financial future.
Privately Owned
Self Licensed Firm
Unlike many others in the industry, we’re a privately-owned, self-licensed team, which means we’re not tied to promoting specific products. Our loyalty lies with you—not a parent company or product provider. This ensures that your financial plan is tailored to your needs, with your best interests front and centre.
Tailored Options
We help you consider your options, explaining the benefits and drawbacks of each and work with you to determine the right path forward. It’s not a one size fits all approach. We take the time to ensure you understand the choices you have and how they impact you, not just now but also your future financial security.
True Partnership
We’re here for the long haul. By taking the time to understand your unique financial situation, goals, and aspirations, we provide advice that’s both personalised and practical. The right financial adviser isn’t just someone who gives instructions—they’re a partner who empowers you to make well-informed decisions and deepen your understanding along the way.
Financial Planning
How We Can Help You
Schedule a complementary discovery call today and experience firsthand how our trusted advisers can guide you through the big life decisions you need to make.
Whether you’re planning for retirement, investing in your future, or navigating complex financial decisions, we’re here to help you balance your immediate needs with your long-term goals.
Retirement Planning
This program is for you if you’re preparing for, or already retired. It helps you have a clear picture of what your dream retirement looks like and what you need to do with your money to make it possible.
Small Business Owners
This program is for you if you’re flat our running your own business and need to get your personal finances sorted.
Wealth Plan For Busy Professionals
This program is for you if life is full-on with work and family, but you know it’s time to get your money sorted and prepare for the future.
Separation & Divorce
This program is for you if you have recently separated, and know it’s time to get your money sorted and prepare for the future.
Testimonials
What Our Clients Say About Us
With Danielle, I am not simply a number – she understands me, my situation, and what I want to achieve. At the same time, she looks at the macro picture and provides me with sound financial advice and the perspective I need to bear in mind. We meet regularly and I can contact her with any concern I may have at any time. I trust her, have confidence in her and would have no hesitation at all in recommending her to anyone who requires advice on their financial planning.
Danielle is easy to speak with and certainly explains all aspects of our finances clearly, with no question being too trivial. We have now been able to buy a rental property, Chris has started his dream business and we feel totally secure in knowing that our money is working for us, for our long-term goal, our retirement. I am confident in Danielle’s advice and professionalism and have already recommended her to friends and colleagues.
From our very first meeting we felt very at ease and confident in her knowledge of what package could be provided for us. Danielle’s advice proved to be very sound and our plan is proving to be just what we need. The great advantage of being with Emerald Wealth is that they constantly keep us up to date with market and taxation changes and advise accordingly.
From the time we initiated our plan we have become more and more comfortable and confident in Danielle and her team looking after our finances. We could not be any happier with our experience and association with Danielle and Emerald Wealth.
Read our blog
Financial Planning
Why Understanding Your Super Options Matters for a Smoother Work-Life Transition
Your superannuation is a big deal – often the largest financial asset after your home. So, it's...
Want to Work Less and Live More: Do You Have Enough?
One of the most common queries we encounter from individuals looking to strike a balance between...
Understanding different investment styles
Understanding different investment styles When it comes to investing, there’s no one size fits all...
Get in touch with us
Book Your Discovery Call
Schedule a complementary discovery call today and experience firsthand how our trusted advisers can guide you through the big life decisions you need to make.
Whether you’re planning for retirement, investing in your future, or navigating complex financial decisions, we’re here to help you balance your immediate needs with your long-term goals.