Case Studies
Gain insight into how Emerald Wealth provided support to our customers.
How We Help
Emerald Wealth’s Approach
At Emerald Wealth, we take the time to truly understand your unique circumstances and what matters most to you. By gaining a clear picture of your situation and goals, we’re able to create a personalised financial plan tailored to your needs.
Following a major life change like divorce, it’s important to regain control of your financial future. We’re here to guide you through that process with confidence, offering practical solutions that align with your long-term vision.
Our goal is to empower you to make informed decisions that lead to lasting financial stability, both now and in the future.
Read our case studies to get a better understanding of how Emerald Wealth provided support to our customers.
Our Commitment To You
We give you clear direction, peace of mind and confidence to make life’s big decisions.
Why People Choose Emerald Wealth
Read Our Case Studies
Making the move to work less and live more
Phil and Vicki were career school teachers, in their early 60’s when we first met. They wanted to understand how they could start to transition to retirement.
Ways to build wealth
Chris and Sue first started working with us in their mid 40’s. They were in a good financial position but didn’t feel like they were making the most of their money.
Business Owners
Anthony and Tara run a consulting business. They were earning a good income but struggled to get their finances in order and needed guidance on how to manage and structure their finances.
Separation & Divorce
Lexie and Jacqui were both going through a divorce and feeling overwhelmed about the financial settlement negotiations and the options being proposed to them.
For everything you value.
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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 landscapes, we’re here to help you balance your immediate needs with your long-term goals.