Embrace Wealth is a financial advisory firm based in Ascot Vale, Victoria, dedicated to helping clients achieve their financial goals and secure their future. Led by a team of experienced professionals, including a Certified Financial Planner® and a Managing Director with over 15 years of experience, Embrace Wealth offers tailored financial strategies to assist clients in managing debt, protecting wealth, and growing assets. specialising in areas such as superannuation, insurance, and estate planning, the firm aims to empower clients to make informed decisions about their money and create a legacy for their loved ones.
With a focus on education and personalized guidance, Embrace Wealth is committed to ensuring that clients understand their financial options and can navigate complex financial decisions with confidence. The firm’s team of advisors, supported by a knowledgeable and dedicated support staff, collaborates with accountants, lawyers, and debt specialists to provide comprehensive financial solutions tailored to each client’s unique needs. Embrace Wealth also partners with the Go Girls Foundation, supporting initiatives that promote financial planning and empowerment for women.
Embrace Wealth’s philosophy centers on providing high-quality financial advice and support to clients from all walks of life. Whether clients are looking to purchase a dream home, plan for retirement, or invest for the future, the firm’s expertise in self-managed super funds, passive income investments, and debt management ensures that all aspects of a client’s financial well-being are taken into account. By offering a holistic approach to financial planning and a commitment to client education, Embrace Wealth strives to help individuals and families achieve financial security and peace of mind.