Summary

Hello! My name is Emma, and I am a dedicated adviser with over 23 years of experience in the financial services industry. As the Founder of EKA Wealth, I specialise in providing tailored financial advice to individuals, with a particular focus on Self-Managed Super Funds (SMSF). I am a Certified Practising Accountant (CPA), SMSF Specialist, and a qualified Financial Planner. My expertise lies in developing complex financial strategies, including tax-effective investment planning and retirement strategies. Over the years, I have gained a deep understanding of SMSFs, helping clients achieve financial security and independence through comprehensive and personalised financial planning. Before founding EKA Wealth, I successfully operated an accounting and financial planning business in Geelong for over 19 years. Now based on the Sunshine Coast, I continue to serve clients in the Geelong region and am available for face-to-face meetings during my regular visits. At EKA Wealth, my approach is client-centric and results-driven. I pride myself on delivering clear and actionable financial advice tailored to each client’s unique situation, goals, and aspirations. I particularly enjoy working with women considering retirement in the next 10 years and helping retirees manage their golden years.