Helping you get your financial house and future in order

My husband and I originally approached Emerge Financial being conscious that we weren’t doing enough to plan for our financial future. Emerge have given us so much more than we asked for. They have structured our finances, recommend and help manage our investments and tax provisioning, planned for risk and for our future financial needs in a structured way, with great attention to detail.

They are proactive and accessible if I have any questions and even help with the little things. They have even increased my available time by liaising with banks, accountants, investment bodies and other professionals on my behalf. They give me timely reminders of investments maturing, upcoming tax payments falling due and other deadlines. Emerge truly is a one stop financial planning wonder shop!

Colin and the Emerge Team, have great personal skill, energy, commitment, encouragement, insight and understanding of our individual needs, aspirations and values. We now have a strong sense of where we are going and how we are going to get there. We have paid off our house and many of our smaller debts; have a strong portfolio of investments and a secure financial future.

We have more money and time to spend on holidays, renovations and not having to work as hard and to plan for the future.

The Emerge Team have dealt with complex financial and legal issues. They have consulted directly, expertly and intensively on our behalf with relevant services and individuals in our workplaces, accountants, superannuation and legal advisers. They have guided us to manage and modify our budget and financial affairs, to keep abreast of changes in our resources, circumstances and broader financial systems.

We could never have achieved this without their care and guidance, all given with warmth, honesty and attention to detail - always for us as individuals.

Thank you for all the effort that Lynelle, Natalie and you have put into our meeting yesterday to review my pension and investment portfolios.

I want to reiterate my comments that I greatly value the advice, management and oversight of my investments you bring to me making sense of it all. Without your help I would flounder in the regulatory requirements and in the morass of the investment options. I particularly value your expertise and knowledge of the wide range of investment options, their management set ups, performance indicators etc that enables you to tailor your advice to my particular circumstances. Also, that you are proactive in surveying what might be a better fit to my circumstances.