Meet the Director - Emma Alderson
With over 24 years of experience in the financial services industry, I bring a wealth of knowledge and expertise to EKA Wealth. For 19 years, I owned and operated a successful accounting and financial planning business in Geelong, where I developed deep ties with my clients who were located locally as well as interstate and overseas . As a CPA, SMSF Specialist, and qualified financial planner, I am committed to helping my clients achieve financial clarity and security.
In early 2025 I made a sea/tree-change to the beautiful Sunshine Coast to embrace a warmer climate and a fresh perspective. However, my connection to Geelong remains strong, with close family and friends still based there. I regularly return to Geelong and am available for in-person meetings with clients during these visits, ensuring continuity and a personal touch in my services.
At EKA Wealth, I am excited to continue providing expert financial advice and planning, tailored to meet your unique goals, whether you’re based on the Sunshine Coast, Geelong, or beyond.
What's in a name? Why EKA Wealth?
The name EKA Wealth holds deep significance for me and reflects the core values of my financial planning business. “EKA” represents my own initials, making it a personal touch that embodies my commitment to providing personalised, tailored services to each client. Additionally, the name EKA has its roots in Indonesia, a country I feel a strong connection with, particularly the beautiful island of Bali, where the culture and values resonate with me on a personal and professional level.
In Indonesian, “Eka” means “one” or “first,” symbolising leadership, unity, and new beginnings – qualities that I believe are essential in financial planning. I strive to embody these traits in my work: leading my clients toward financial success, fostering a sense of partnership, and creating a clear path toward achieving their goals.
Just as the name Eka suggests ambition, intelligence, and determination, these are the very principles I bring to my approach. My goal is to empower my clients with the knowledge and tools they need to take control of their financial future and succeed in all areas of life.
Is EKA Wealth Right for You?
At EKA Wealth, I’m passionate about guiding clients on their retirement journey. My ideal clients are individuals or couples who have accumulated a solid foundation of assets to support their future, whether they’re just starting to plan for retirement or are already enjoying their golden years. If you are ready to transition from a career-focused mindset to embracing long-term financial security and fulfilment in retirement, I’m here to support you every step of the way. Let’s work together to make your retirement dreams a reality.
I particularly enjoy guiding women through the complexities of financial planning, building confidence and clarity for a secure future. If you’re open to personalised, expert advice, and value collaboration, we’d be a great match! I believe in maintaining a close partnership, meeting regularly to review and refine your strategy, so you can feel confident that you are on the best path forward.
If this sounds like you, I’d love to connect and start planning a secure and fulfilling future together!
Let's Work Together to Build Your Financial Future – Book a Free Strategy Call Today!
Strategic investments and ongoing personalised advice.
Turn retirement into your best chapter with our financial guidance and support.
Reliable advice for long-term security and enjoying life’s moments
Ensure proper protection, so you can focus on your future
Ensure that your legacy is preserved and your loved ones are provided for.