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.
Financial Planning

Our team of financial advisers can help you:

  • Define your financial and lifestyle goals
  • Understand your current financial situation and personal circumstances to see what opportunities you have
  • Build a financial plan with written, measurable outcomes
  • Stay on track through ongoing progress reviews

Areas a financial planner typically focuses on are:

  • Making the most of your super
  • Managing your money tax-effectively
  • Selecting investments based on your risk profile
  • Structuring your finances wisely, especially following a redundancy or after receiving an inheritance
  • Planning for your transition to retirement
  • Maximising your Centrelink benefits
  • Ensuring you have appropriate personal insurance cover to protect your family
  • Estate planning to make sure your affairs are in order when you can no longer manage them
  • Providing aged care advice for you or a loved one
Financial Planning

How Emerald Private Wealth can help

The team at Emerald has been providing advice and helping Australians reach their financial goals for over 25 years. An Emerald Private Wealth financial planner will develop a plan specifically for you - one that’s tailored to your needs and circumstances, to help you achieve your goals.

Book an appointment with an Emerald Private Wealth Financial Planner


Retirement Planning