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, 2020, 2021 and 2022 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.
Senior Finance Manager
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.
Stephanie has 6 years finance experience in Australia and the UK, working as a Mortgage Broker and Retail banking. Understanding lender policy and loan structure allows her to assist with the collation of accurate client documentation and the submission of loan applications. Stephanie is motivated to make a finance application stress-free for clients and breaks down the complexities to ensure clients are well informed and comfortable with their lender. Outside of work she is kept busy with her husband and two young children, and can usually be found at the beach or attending a show at QPAC.
Molly has experience within the banking industry and loves looking into the finer details of finance. Whether it’s a refinance or a purchase, she is motivated to ensure that each client receives the best personal service to get them the best outcome. Molly’s role includes liaising with both clients and lenders to ensure that applications progress smoothly and quickly once submitted. Away from work Molly enjoys a good coffee and most weekends can be found in her kitchen cooking new recipes or having a drink by the beach.
Emma has recently called Australia home, moving from New Zealand to the Sunshine Coast late 2021. With over 6 years experience in the finance industry in both Australia & New Zealand, Emma is well versed in everything there is to do with helping Wealthfolio customers get into the right home loan. Emma’s broad experience shines through in her ability to problem solve and provide exceptional customer service for all Wealthfolio clients. Emma is a key part of the application process for both clients and lenders, from initial discussions right through to approval. Outside of work you'll find her outdoors somewhere, whether it be camping, 4-wheel driving or enjoying the beach, hence the decision to move to the Sunshine Coast.
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.
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.
Customer Services Officer
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.
Customer Service Officer
Kaylee has a range of experience within the property and finance industry and loves helping Wealthfolio customers get into their first or next home. Kaylee is one of the first points of contacts with customers here at Wealthfolio and will be the person that supports you in collecting all the necessary documents the banks and financial institutions need as part of your application. Outside of work, Kaylee loves big dinners / gathering with family and friends. She also loves taking Sunny (her hypo dog) to the beach for walks, or just staying home and watching a good movie with my husband, Sam.