FINANCIAL
+ LIFE PLANNING

FOR AMBITIOUS UNDER 50s

SOUND
FAMILIAR?

  • Earning good money but not getting ahead as quickly as expected

  • Huge mortgage

  • Transitioning from two incomes to one to raise a family

  • No idea what to do with employee shares

  • Starting a business

  • Paying bucket loads of tax

  • Not sure what to do with the equity in your home

And, you want to live it up now and set yourself up for the future without sacrificing either. We all want choices and opportunities in life.  Let’s work together to figure out all the possibilities. 

Clients with choice and opportunities mosaic

WHO WE WORK WITH

  • Singles icon

    INDIVIDUALS

    You've kicked some impressive career goals and love to squeeze the most fun into everyday. You're not going to settle for medicore. You've got one shot at this game of life and you're going to make the most of it. But, you don't want to be thinking about money all the time.

    We help you figure out exactly what you want to do with your money and how to get there. We're here to bounce ideas off and to keep you accountable to achieve all the things that matter to you.

  • Couple and family icon

    COUPLES

    You want to experience everything life has to offer while maximising your earning capacity, paying off the mortgage and sending your kids to private schools. It's time to start making real money progress to set yourself and your family up for the future, while ticking off your bucket list along the way.

    We get you on the same page about what you want out of life individually and as a couple to get you working as a team.

  • Business owner icon

    BUSINESS OWNERS

    You love to push the limits and want to leave a lasting impact on the world. Not happy with mediocre, you're always looking for the next challenge and have an endless list of things you want to achieve in business and life.

    We give you a step-by-step game plan to ensure you don't drop any balls while you're busy making your mark.

SEE HOW WE DO IT

HOW WE HELP

  • Achieve all the things you want to be, see and do with clear short, medium and long term targets.

  • Create a plan of action to deal with every 'what if' scenario or catastrophe that is concerning you.

  • Set-up an automated system for your money to make it easy to track, save and spend without ever feeling guilty. Cash flow tracking

  • Be prepared for life's unexpected twists and turns with the right level of insurance to protect your income and lifestyle.

  • Structure your debt in the smartest way to reduce your interest, reduce your tax and pay it off as fast as possible.

  • Own your assets in the best way to provide flexibility and control, protect against being sued and in a way that minimises tax.

  • Invest for your future and your childrens' future with the right mix of investments to suit your timeframes and 'sleep at night' factor.

  • Take advantage of the long-game benefits of superannuation with the right super fund, investment options, fees and contributions strategy.

  • Ensure your assets end up with the right people as per your wishes.

Surfer enjoying sunrise at Cronulla

At Emerging Wealth, we delve deep to uncover what's important to you and give you the structure and support to build meaningful wealth and memories.