About Emerald Wealth
Emerald Wealth is a privately-owned self-licensed firm. We’re not tied to promoting specific products, our loyalty lies with you!
Financial Adviser Melbourne
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.
Our Commitment To You
We give you clear direction, peace of mind and confidence to make life’s big decisions.
Why Choose Emerald Wealth
Our Mission
Relevance
To provide tailored expert advice that’s focused on you. By cutting through the volume of information available, we give you what’s appropriate to you and your situation, so you can focus on what matters most.
Reasoning
We’re here to guide you through your options with no hidden agenda. Our goal is to create an actionable plan that turns your ambitions into reality; balancing risk, your current lifestyle, and your future goals.
Reassurance
To give our clients confidence to that they are making the right decisions. No more second-guessing, just the certainty that you’re on the right track to achieve your financial aspirations.
Financial Adviser Melbourne
Who We Work With
Emerald Wealth partners with clients who value having a reliable adviser to guide them through life’s big financial decisions for the long term.
Our services are best suited to those looking for comprehensive advice rather than quick, one-off solutions. While we understand the need for occasional guidance, our strength lies in taking a holistic view of your financial situation to craft strategies that align with your overall goals.
We’re committed to building long-term relationships founded on trust, supporting you in achieving your financial ambitions every step of the way.
Financial Planning
Meet Our Team
Meet the dedicated people who drive Emerald Wealth forward. Our diverse team brings a wealth of experience and expertise to every project.
Danielle Bloodworth
Director | Financial Adviser
Danielle is a outcome focused professional with a strong drive to achieve her goals and a genuine passion for assisting clients do the same.
Her analytical nature is a great asset in assisting her clients to determine the right path to take in creating financial security.
Danielle has the ability to explain complex financial concepts in a way that is easy to understand and always make you feel comfortable. She’s passionate about helping people make life’s big decisions with confidence and clarity.
Melanie Harvey
Financial Adviser
Melanie has an incredible wealth of knowledge when it comes to the technical aspect of financial planning with over 20 years’ experience in the industry.
She diligently researches strategies, investments and insurance options and prepares projections for our clients to understand what’s possible and how they are tracking towards their goals.
She helps our client stay on track with their finances, optimising their situation each year to help make their dreams a reality.
Melanie Harvey
Financial Adviser
Melanie has an incredible wealth of knowledge when it comes to the technical aspect of financial planning with over 20 years’ experience in the industry.
She diligently researches strategies, investments and insurance options and prepares projections for our clients to understand what’s possible and how they are tracking towards their goals.
She helps our client stay on track with their finances, optimising their situation each year to help make their dreams a reality.
Sowmya Fernandes
Paraplanner
Sowmya she has an incredible wealth of knowledge when it comes to the technical aspect of financial planning.
She diligently researches strategies, investments and insurance options and prepares projections for our clients to understand what’s possible and how they are tracking towards their goals.
Marvin Gallardo & Francis Orig
Client Service Team
Meet our amazing admin team – they help support Danielle, Mel and the clients of Emerald Wealth.
They’re the backbone of the advice process helping preparing for review meetings, on boarding new clients, making sure the advice implementation processes run like clockwork and managing our client portal.
They work tirelessly behind the scenes answering queries and taking the administrative burden off clients’ plates, saving them valuable time and making working with Emerald Wealth as easy as possible.
Marvin Gallardo & Francis Orig
Client Service Team
Meet our amazing admin team – they help support Danielle, Mel and the clients of Emerald Wealth.
They’re the backbone of the advice process helping preparing for review meetings, on boarding new clients, making sure the advice implementation processes run like clockwork and managing our client portal.
They work tirelessly behind the scenes answering queries and taking the administrative burden off clients’ plates, saving them valuable time and making working with Emerald Wealth as easy as possible.
For everything you value.
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.