Wealthfolio's mission is to work personally with our clients building strong long-term relationships and providing exceptional customer service! We believe this is why our business has been successfully built on referrals and word of mouth only.
We are a close-knit team who have been extensively trained to provide exceptional value to our clients. Educating our clients is a priority, from helping our experienced investors with complex scenarios to helping others know how to pay off their home sooner. Our aim is to give our clients a happy stress-free experience and to guide our clients through their financial journey, whatever that may be.
We look forward to meeting you in person to show you why we have been awarded excellence in customer service and excellence in finance and business in 2018, 2019 and 2020 by the
Professional Lenders Association of Australia
Emma is the founder of Wealthfolio with over 18 years of financial services experience as a finance broker and consultant. Emma's professional background working for a large worldwide accounting firm set the foundations to start her own business. Her driving intention has always been to help her clients reach their financial goals using clever, researched strategies with the least possible stress or financial risk. Emma is passionate about providing the absolute best advice for her clients and works with an extensive network of industry professionals to achieve this. Outside of her busy work commitments Emma enjoys pilates and spending time with her family exploring all that is new on the Sunshine Coast.
Keith is a Director of Wealthfolio and an
award-winning finance broker with over 10 years experience. He supports the team in structure and strategic management.
His background is financial planning, complex commercial lending, trusts and superannuation so is well positioned to ensure Wealthfolio customer loans are structured for long term investment success. Family plays a big part in Keith's world, together with his wife they have three children. Recently he has started to get involved with triathlons. He loves the challenge of bringing three different elements of swimming, riding and running together.
Cherie is known as the
finance oracle with over 18 years experience within the financial services industry. Cherie's role as finance manager is to support Wealthfolio customers from application through to approval, this includes working with credit assessors and banking policies to ensure you get the approval you deserve. Away from work Cherie loves spending time with her girlfriends and enjoys being a wine connoisseur.
Nathan has over 5 years luxury car and finance experience. His expert finance and asset background helps support customers with everything they need for asset finance as well as processing applications from submission to approval. Nathan goes above and beyond for his customers and his technical ability as a former mechanical designer enhances the results he achieves. Outside of work Nathan has a keen interest in health and fitness.
Jonathan knows that communication is critical when supporting customers with such an important decision as buying a home. He has over 11 years finance experience working for a major bank to being a business owner himself. As finance manager he supports our customers from the application for finance through to approval and is a high achiever within Wealthfolio. He's motivated to help customers achieve a great outcome. On the weekends Jonathan is a keen surfer and enjoys spending time with his family including his dogs.
Zelka an experienced broker knows what it takes to work through hundreds of different loans and multiple lenders policies to find the most suitable lending product. Zelka supports Emma & Keith checking on current lending policies and serviceability requirements to ensure clients best interests are top of mind when selecting the most appropriate lender. After selling her successful business in Melbourne, Zelka and her husband moved to the Sunshine Coast and loves experiencing the beautiful lifestyle.
Client Services Manager
Robyn is the guru when it comes to everything post approval. She prides herself on service so is always speaking with clients providing updates on their file, liaising with solicitors or pushing banks to get the file ready for settlement. It’s a busy role and Robyn always puts Wealthfolio customers first doing everything within her ability to get the best outcome for them.
Outside of work Robyn has a small makeup business, helping brides-to-be look and feel beautiful on their special day.
Client Services Officer
Robinson has over 20 years financial planning experience. He supports the team by providing a seamless client experience when requesting and verifying personal information to make sure our clients feel stress free and their file is progressed as efficiently as possible. He always wants to help our clients achieve their personal goals and are protected with the right level of cover for their family needs. Robinson loves fishing with his kids, body boarding and playing soccer.
Nicole has a wealth of experience with over 20 years in the finance industry and is a graphic designer in digital marketing. Her role within Wealthfolio is to support our clients with post settlement care. Most weekends Nicole is competing in show jumping throughout South East Queensland as a sponsored equestrian which has been her life long passion, and when possible loves to relax at home with her family in the Sunshine Coast hinterland region.
Bella's role within Wealthfolio is quality assurance, making sure all files are compliant within regulatory guidelines. This role is critical and Bella is a superstar when it comes to the finer details. Bella has recently started university in teaching , she enjoys spending time with her family and friends at the beach.