Danielle Bloodworth - Emerald Wealth

Danielle Bloodworth - Emerald Wealth Our purpose is simple. YOU! Our guiding principles are, Understanding, Choice, Simplicity & Relationship.

This account contains general advice which does not consider your particular circumstances. You should seek advice from Emerald Wealth Pty Ltd (AFSL 547193) who can consider if the strategies and products are right for you.

Are you ready for the next chapter?Are you thinking of Downsizing, moving to a retirement village or aged care facility ...
05/02/2025

Are you ready for the next chapter?

Are you thinking of Downsizing, moving to a retirement village or aged care facility but not sure where to start?

Madison Sloan Layers, Emerald Wealth and Well Place Care are hosting a FREE seminar at The Corner at 6pm Wednesday 12th February.

The seminar will cover all the information you need to consider to moving from your current home with ease.

For the best advice and key takeaways please join us for this FREE session and speak to the experts in the field. Further details are in the invite attached.

When: Wednesday 12th February 2025
Time: 6pm
Where: The Corner 3114, Shop 8 & 9, 1-15 Hopetoun Road Park Orchards VIC 3114

RSVP: Book your free place by Calling 9879-0734 or email [email protected]

Please feel free to pass on the invitation to any family or friends which might find the seminar of interest.

Over the last two weeks, I’ve been battling a cold. I tried to manage it myself—cold and flu tablets, rest, plenty of wa...
22/01/2025

Over the last two weeks, I’ve been battling a cold. I tried to manage it myself—cold and flu tablets, rest, plenty of water—but I just wasn’t getting better. Finally, I went to the doctor for professional advice.
After some tests, I discovered it wasn’t just a cold—it was pneumonia. With the right treatment plan, I’m now on the road to recovery, and my health is getting back on track.
It made me think about how people often approach their finances when they’re looking a bit "under the weather." You might spot the problem yourself, try a few DIY fixes, and hope things improve. But without professional advice, you could be treating just the symptoms and not addressing the root cause.
A financial adviser, like a doctor for your money, can help identify the underlying issues and create the right plan to get your financial health back on track.
How healthy are your finance looking? It might be time to meet with a financial adviser for some professional advice.

15/01/2025

Are you excited to be back at work? I am! I always feel grateful that I love the work that I do and am excited to be back to support our clients and continue to build a great business

We're excited to be asked to present at a seminar hosted by Madison Sloan Lawyers on Wednesday 13th November. If your c...
11/11/2024

We're excited to be asked to present at a seminar hosted by Madison Sloan Lawyers on Wednesday 13th November.

If your considering moving to a retirement village, aged care facility or just downsizing to a smaller property, this is for you! The seminar will cover all the information you need to consider to your next phase of life. I will cover the financial implications and opportunities, while Louise Aitken and Melisa Sloan with cover the conveyancing, legal and estate aspects and Pauline Healy will cover Age Care Placement.

For the best advice and key takeaways from a practical, legal and financial perspective, please join us for this FREE session and speak to the experts in the field. Further details are in the invite attached.

When: Wednesday 13th November 2024
Time: 6pm
Where: The Corner 3114, Shop 8 & 9, 1-15 Hopetoun Road Park Orchards VIC 3114

Please contact me to book your spot!

There are many reasons people look to downsize their home, such as reducing debt, releasing equity, moving closer to fam...
03/09/2024

There are many reasons people look to downsize their home, such as reducing debt, releasing equity, moving closer to family or for a change lifestyle.

Whatever the motivation, it can have big financial implications and often a decision you can’t afford to get wrong.

That’s why hosting two event on the topic:
1 - In person Seminar 6pm, Wednesday 11th September
2 - Webinar 6pm Wednesday 18th September

If your keen to find out more about downsizing, contact us for further details or to register for the events.

People often come to us because they’re unsure how to prioritise their savings. Should they use their surplus cashflow t...
25/07/2024

People often come to us because they’re unsure how to prioritise their savings. Should they use their surplus cashflow to:

- Reduce Debt?
- Have a Holiday?
- Build Wealth?
- Extra lifestyle?
- Make Super Contributions?
- Save for Retirement?

Balancing all the prioritise in life can be tricky. We help them find the right balance between living now and making progress towards their long term goals.

We’re often asked, how much do I need to retire? Unfortunately, it’s not one size fits all. It depends on the income you...
23/07/2024

We’re often asked, how much do I need to retire? Unfortunately, it’s not one size fits all. It depends on the income you want and need to maintain your lifestyle.

The retirement standards research says for a couple to live a comfortable retirement they need an income of $72,633pa. Would this be enough for you?

https://www.superannuation.asn.au/resources/retirement-standard/

We understand that taking the first step to get advice can be daunting, but we're here to make the process as easy as po...
18/07/2024

We understand that taking the first step to get advice can be daunting, but we're here to make the process as easy as possible for you.
Book a complementary discussion today to discuss, why are you seeking advice and what are you hoping we can help with.

Our client often have big life decisions to make. They want to understand their options, make the RIGHT choice, and have...
15/07/2024

Our client often have big life decisions to make. They want to understand their options, make the RIGHT choice, and have confidence to take the actions to make it a reality.

Does your future look blurry? We provide you with an actionable plan to turn their goals into reality. Balancing risk, ...
24/02/2024

Does your future look blurry? We provide you with an actionable plan to turn their goals into reality. Balancing risk, today’s lifestyle and their future goals.

Have you ever thought about dialing back on work and enjoying more of what life has to offer? Whether you're far from re...
23/02/2024

Have you ever thought about dialing back on work and enjoying more of what life has to offer?

Whether you're far from retirement or it's just around the corner, planning for a future where you work less and live more is important if you want to make it a reality.

It's not just about saving for retirement; it's about creating a financial strategy that supports the lifestyle you want, both now and later.

Address

102/14 Simla Street
Mitcham, VIC
3132

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Danielle Bloodworth - Emerald Wealth posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category