Emerging Wealth is a financial advisory firm based in Sydney, Australia, dedicated to helping ambitious individuals under 50 achieve their financial goals and live a fulfilling life. With a focus on the human side of money, Emerging Wealth goes beyond traditional financial planning by delving deep into clients’ aspirations, worries, and beliefs around money. By providing a proven wealth framework and financial life planning process, the firm empowers clients to make conscious choices, build meaningful wealth, and create a life without regrets.
Founded by Mike, a Certified Financial Planner, Emerging Wealth believes that money is more than just numbers on a spreadsheet—it’s about using money with meaning to enjoy life now and secure a prosperous future. The firm’s approach involves understanding clients’ deepest desires, career goals, and ideal life visions to tailor financial strategies that align with their values and aspirations. By cutting out the fluff and holding clients accountable, Emerging Wealth ensures that individuals, couples, and business owners can make the most of every day and achieve their dreams.
At Emerging Wealth, the focus is on helping clients achieve financial independence, feel secure about their current financial situation, and live generously with their time, talents, and money. By addressing money worries, limiting beliefs, and ‘what ifs,’ the firm enables clients to tick off their bucket list, accomplish more, and ultimately build a life and legacy they never imagined possible. With a commitment to providing personalized, meaningful financial advice, Emerging Wealth aims to empower clients to take control of their finances and embrace a future filled with possibilities.