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
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
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.
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
- Number of reviews 2
- First year providing advice 2012
- Years of experience 11
- Diploma of Finance and Mortgage Broking Management
- Diploma of Financial Services (Financial Planning)
Cultiv8 Financial28 Cloete St
Young, NSW 2594
- 9:00am – 5:00pm Monday – Friday
Synchron Advice Pty Ltd