Your Financial Partners for Life

Welcome to Emerald Private Wealth

At Emerald Private Wealth, we are your financial partners for life.

We help you articulate where you are now and where you want to be. We provide an engaging and simplified approach to help you reach your financial goals and are committed to your financial wellbeing.

We make the complex, simple. So you can grow, protect and enjoy.

We make the complex, simple. So you can grow, protect and enjoy.

How we can help

We provide holistic advice and partner with you for life

Financial Planning

Financial Planning

Financial planning is about helping you plan for a future lifestyle that is as good as it can possibly be. No matter your age, the advice of a professional financial planner is crucial in helping you achieve your financial goals by developing a strategy specifically for you.

Superannuation

Superannuation

Your superannuation is an extremely important investment because it is likely to be your main source of income in retirement. Also, it is the most tax-effective way to save for retirement so it pays to look after it.

Retirement Planning

Retirement Planning

Retirement is the time to do the things you have always wanted to do. Careful planning can help ensure you are financially set up for a comfortable retirement.

Investing

Investing

Investing your money is an effective way to build your wealth. However, investing is intrinsically linked to taking risks. As all investments come with varying degrees of risk, it is important to recognise your appetite for risk and build a portfolio that suits your risk tolerance so you can sleep at night.

Personal Insurance

Building your wealth is important and so is protecting it. What would your family do if something happened to you? Illness, injury, and death can have a huge impact on your family and your finances.

Redundancy

In today’s economic environment, being made redundant can become an unexpected reality. If your source of income suddenly ceases, it could have a dramatic impact on your financial wellbeing and even serious consequences depending on your personal circumstances.

Estate Planning

No one likes to think about death or falling ill – but it’s important to plan for the future. Estate planning is simply the process of planning ahead to make sure your financial, medical, and lifestyle affairs are in place when you pass away or become sick and can no longer manage them yourself.

Aged Care

As we get older, it becomes more and more difficult to live independently. While moving in with family may be a viable option, there are alternative accommodation options that not only allow a level of independence to be maintained but also provide varying levels of care if required.

Not For Profit Sector Advice And Governance

Rachna has held senior board positions in several businesses and is passionate about giving back to the community by assisting not-for-profit groups with their capital. Rachna’s professional background allows her to interpret financial data and disseminate this information to audiences at many levels.

Our Advice Process

What our clients are saying

The team at Emerald Private Wealth are absolutely extraordinary! We are so thrilled with every aspect of our dealings with Rachna. Her knowledge, professionalism and advice coupled with her approachable and friendly personality gives us comfort knowing that she has our best interests in mind at all times. Even as average income earners, we are very reassured in the knowledge that we and our family will achieve our financial goals and live a very comfortable retirement life, thanks to her advice and services. Rachna really goes above and beyond for her clients and is genuinely one of the most caring people we know. We thoroughly recommend Rachna for all your financial planning needs and can't thank her enough for all the work she has done for us and our family.

George and Ange

We have been with Rachna for almost 4 years now and are extremely happy with the results through what has been some highly volatile years in the global economy. We have come to trust Rachna and the team explicitly and that is so important to us. We feel well looked after and very secure, so we can stop worrying about our financial future and concentrate on the things we love to do instead.

Jeff and Claire

It's been an absolute pleasure to have Anna, Rachna and the team look after my financial needs so well over the past several years, and I look forward to their support, kindness and sound advice in the future.

I have the utmost confidence in their financial knowledge, they go above and beyond to give assistance and reassurance whenever required.

Good luck with the exciting launch of Emerald Private Wealth, and I look forward to many more years of sound advice and exceptional service from the team.

Bronwyn

I know many financial advisers as I’ve been working in the financial industry for many years. What sets Rachna apart is that she is very real and truly supports people to achieve their life goals.
Rachna’s knowledge and insights on everything happening in the market is amazing. For me, she simplified the complexities of superannuation and put strategies in place to ensure that I can retire self-funded. I can now see my super investments growing after years of not performing elsewhere.

Rachna is caring, and compassionate. She takes the time to really connect with people and always focuses on doing what is best for her clients, a rare gift of someone special.
I have been so impressed by Rachna that I have referred her to friends and family.

Carol

We have found Rachna's assistance invaluable to help us change from almost non-earning bank deposits into far greater, and ethical, earnings. She is always approachable, informative and prompt with her expert advice, in which we have confidence. We are happy to rely on her for our financial needs.

Allan and Heather

My wife and I went to Rachna for retirement planning and financial advice several years ago. It’s fair to say that we have been treated like family from the outset!

I have the highest regard for the knowledge, ethics and standards displayed by Rachna and her team. I cannot recommend them highly enough!

Ian and Chintamani

Having worked with hundreds of financial planners in my professional career within the financial services industry, I'm very fussy when it comes to choosing a financial planner to meet the wealth management needs of my family. So when our previous planner retired, Rachna was the first person that came to mind. She has that rare blend of professionalism and superior communication skills, backed up by qualifications well in excess of industry standards. As soon as Rachna took us through our first financial plan, my wife and I knew we'd made the right choice. Rachna's also backed up by a great team who share her values and sense of client duty. We look forward to continuing our relationship with Rachna and her team at Emerald Private Wealth.
It is our pleasure to provide this recommendation.

Stephen & Dawn

We have worked closely with Rachna and her team for over 7 years and they have made our retirement picture look much rosier and always maintained great growth for our investments. The Emerald Private Wealth team are always available to answer questions and guide us through all the ups and downs in the markets in the world and give great insights on what issues may impact us. They are always caring and considerate and no question is a silly question and the great outcomes they have achieved for us are amazing and we are so happy with their work that we have referred many of our friends and family and this boils down to one word TRUST and we absolutely do.

Ilijia and Jackie

Rachna is my fourth financial adviser since I first required one in 1994. She has always made me feel I was in safe, caring hands and has given me confidence in my financial future with the knowledge that my affairs are well managed with her clear and thoughtful explanations and recommendations.

Dianne
https://www.youtube.com/watch?v=WF43tyrfkJk