Background Information
Emerge Financial is a privately owned firm and highly regarded financial planning practice in the Australian financial advice community. The company is conveniently located on the corner of Hunter and Bligh streets, Sydney CBD, in the historic City Mutual Building.
Personal Financial Advisory Service – Individuals, Families, Professionals & Business owners
Emerge Financial provides a dedicated financial planning service to individuals and families who require an objective financial advice relationship.
Whether it is helping clients plan for the future or investing and preserving their wealth, we ensure that our clients’ specific needs are central to our advice. We operate on a fee-for-advice basis, meaning we do not participate in selling financial products for a commission or percentage of funds invested.The key to the quality of our advice relationship with clients is our ability to engage at a personal, yet professional level. The Emerge client relationship strengths are matched by solid experience and technical ability in providing comprehensive financial and investment advice.
Advisory Service – Law Firm Partners & Legal Professionals
Emerge Financial provides a dedicated service to individuals within the legal profession who are time-poor due to their career and personal commitments.
A number of our clients are partners or employed professionals in law firms. We understand the demands of a professional career and that finding time to devise and manage a personal financial plan is difficult. In response we offer a specialist service addressing all key financial planning requirements for these individuals and their families. Whether it is helping partners plan for and manage their tax obligations, maximizing the use of trusts and debt facilities, protecting financial assets or investing to build personal wealth and financial security, we ensure that each clients’ specific objectives and desired outcomes are addressed.
We have more money and time to spend on holidays, renovations and not having to work as hard and to plan for the future.
They have structured our finances, recommend and help manage our investments and tax provisioning, planned for risk and for our future financial needs in a structured way, with great attention to detail.
They are proactive and accessible if I have any questions and even help with the little things.
They have even increased my available time by liaising with banks, accountants, investment bodies and other professionals on my behalf. They give me timely reminders of investments maturing, upcoming tax payments falling due and other deadlines. Emerge truly is a one stop financial planning wonder shop!
We could never have achieved this without their care and guidance, all given with warmth, honesty and attention to detail - always for us as individuals.
-
Colin Benvenuto
Director/FounderColin Benvenuto is the director and principal adviser of Emerge Financial with 18 years’ experience as a financial adviser. He founded Emerge Financial in 2003 and is an Authorised Representative of FYG Planners Pty Ltd.
Colin is a Certified Financial Planner and holds a Diploma of Financial Planning and Diploma of Education. In 2010 Colin was awarded Adviser of the Year, by his national colleagues and the management of our former Licensee Godfrey Pembroke.
-
Natalie Oliver
Practice DirectorNatalie Oliver is Practice Director of Emerge Financial and joined the company in 2006. Natalie has extensive client management and financial industry experience and maintains a strong personal commitment to the advice and service needs of our clients.
Natalie holds a Bachelor of Arts and previously worked in funds management as a senior client manager, and writer/researcher in private equity.
-
Christie Britten
Associate AdviserChristie Britten is our Associate Adviser at Emerge Financial. Christie has a solid background in the finance industry, having commenced her career in retail banking and stock broking before moving into financial advice.
Christie has completed both the Diploma and Advanced Diploma in Financial Planning and is now undertaking her post-graduate studies. Christie enjoys every opportunity to work with clients to develop their strategies and help them achieve their financial and lifestyle goals.
-
Tamsin McGarry
Advice Specialist ParaplannerTamsin McGarry is the Advice Specialist Paraplanner at Emerge Financial. She has been working in the financial planning industry since 2000 and her experience covers a range of financial planning roles from client service/administration to associate adviser.
Tamsin holds the Certified Financial Planner designation, as well as her Diploma and Advanced Diploma in Financial Planning and a Bachelor of Economics. She joined the Emerge Financial team in 2018 and is looking forward to working with our clients.
Discovery Interview
What are your specific financial needs, aspirations and goals?
At our initial 'discovery interview' we will aim to clearly establish what is important for your financial plan. We also conduct a review of your overall financial situation to identify where we can best help you with our advice.
Engagement Meeting
What happens next?
The Emerge Team will then review the discovery meeting information and formulate a tailored letter of engagement to provide you with advice. We will discuss this with you in detail so that you clearly understand what advice we propose to give you and the associated costs.
Advice Work Commences
When am I provided with advice?
Once you have authorised our service proposal we will commence the advice process and provide an indication of the steps and time frames for delivery of our advice and services.
