COMPANY PROFILE

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.

OUR TEAM

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, 2022 and 2023.
In 2023 our Director and Mortgage Broker Emma was also named Regional Broker of the Year for QLD!

Director/Mortgage Broker

Emma Cattermole

Emma is the founder of Wealthfolio with over 20 years of financial services experience as a finance broker and consultant. Emma has won numerous awards including currently being crowned Regional Broker of the year QLD. 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 spending time with her children and husband, relaxing at the beach and travelling.

Director/Mortgage Broker

Keith Burns

Keith is a Director of Wealthfolio and an award-winning finance broker with over 12 years of experience. Keith heads up the commercial and asset finance side of the business. His background is in financial planning, complex commercial lending, trusts, and superannuation so is well-positioned to ensure our clients' loans are structured for long-term financial success. Keith can also support clients with development funding, SMSF purchases and private funding and has a large network of professionals and lenders in order to assist clients with their requirements.

Family plays a big part in Keith's world with three young children. Keith likes keeping fit and is heavily involved in the basketball association.

Operations Manager

Robyn Martin

Robyn prides herself on service, organisation and attention to detail. You'll find Robyn assisting with managing your applications from start to finish as well as overseeing many facets of the business, fostering a culture of teamwork and continuous improvement. It’s a busy role and Robyn always puts Wealthfolio customers first, going the extra mile to ensure their needs are met and striving to achieve the best outcome for them.

Robyn loves keeping active, spending time with her husband and planning their next holiday overseas.

Client Care Manager

Bella Cattermole

Bella brings exceptional technical expertise and process optimisation skills to our team. She expertly manages our systems and workflows, continuously implementing improvements that enhance our efficiency in supporting clients throughout their financial journey. Drawing on her deep understanding of technology and systems, Bella consistently develops innovative solutions that help our team deliver outstanding results.

When not streamlining our operations, Bella finds joy in life's simple pleasures, particularly spending quality time with family and friends at the beach.

Finance Consultant

Heather Nyssen

With over 20 years in the financial services industry, Heather brings a wealth of knowledge and expertise to Wealthfolio. Her commitment to helping clients achieve their financial goals is driven by a genuine passion for empowering individuals to take control of their financial futures. Recognised for her ability to simplify complex financial concepts, Heather excels at guiding clients through every step of the process. Her patient and approachable demeanour fosters an environment of trust and understanding, enabling clients to feel confident in their financial decisions.

Outside of work you'll find heather traveling the world and spending time with her family.

Broker Support

Kat Dundon

Kat has a warming energy when it comes to helping clients throughout their home loan journey and is always willing to go the extra mile to make clients feel looked after. Coming from an Events & Bookkeeping background, Kat understands that finance can often be a daunting notion to many people. She will go out of her way to simplify the process for you.

Outside of work, you will find Kat enjoying the beautiful great outdoors that the Sunshine Coast has to offer with her young family.

Broker Support

Emma Monk

Emma Monk combines her natural affinity for numbers with exceptional problem-solving abilities to ensure smooth sailing for Emma, Keith and our clients. Her methodical approach and attention to detail make her an invaluable asset in managing loan applications from start to finish. Whether working on refinances or new purchases, she takes pride in meticulously reviewing applications and liaising with lenders to achieve optimal outcomes. Emma's passion for celebrating milestones, both big and small, creates a positive and encouraging environment for our client network. Her commitment to excellence ensures our brokers receive the highest level of support throughout their clients' lending journey.

Beyond her role with Wealthfolio, Emma enjoys unwinding with friends over dinner or drinks.

Broker Support

Chinee Olaguera

Chinee brings a wealth of expertise and a client focused approach to Wealthfolio, with several years of experience in the financial services industry.

Known for her dedication and attention to detail, Chinee ensures clients feel supported throughout their finance journey.

Outside of work, Chinee is a passionate music enthusiast who loves singing and enjoys spending quality time with her beloved cats and family. Her warmth and vibrant energy make her a valued member of the Wealthfolio team.

Broker Support

Maddy Manteit

Maddy brings her wealth of expertise and genuine passion to supporting Emma, Keith and our clients throughout the lending journey. With her degree in Property Economics and Development, a meticulous eye for detail and comprehensive understanding of lending requirements ensures applications are processed efficiently and thoroughly. Maddy pours extraordinary energy into supporting each client and takes genuine pride in helping them achieve successful outcomes.

When she's not managing loan submissions or liaising with lenders, you'll find Maddy soaking up the Sunshine Coast lifestyle. As a keen drone photographer, you’ll find her at the beach capturing the Sunshine Coast’s beauty on her drone.

Contact us to find out why we have been awarded Regional Broker of the year for 2023

Book me in

Address

Level 3, 45 Brisbane Rd, Mooloolaba 4557, QLD

Phone

1300 367 680

Email

hello@wealthfolio.com.au

COMPANY PROFILE

OUR TEAM

Contact us to find out why we have been awarded Regional Broker of the year for 2023

Address

Phone

Email

Wealthfolio Pty Ltd 2024

Wealthfolio Financial Services Pty Ltd is an Authorised Credit Representative (ASIC CRN 473811) of Mortgage Specialists Pty Ltd (Australian Credit Licence 387025)