Emma Alderson

Founder @ EKA Wealth

About

With over 24 years of experience in the financial services industry, I am the Founder of EKA Wealth, a boutique financial planning firm that provides tailored advice to individuals and businesses. My passion lies in helping clients achieve financial security and independence through comprehensive, transparent, and personalised financial planning.I bring a unique combination of expertise, including being a Certified Practising Accountant (CPA), SMSF Specialist, and a qualified Financial Planner. Over the years, I’ve developed a deep understanding of complex financial strategies, with a particular focus on Self-Managed Super Funds (SMSF), tax-effective investment planning, and retirement strategies.Prior to founding EKA Wealth, I owned and operated a successful accounting and financial planning business in Geelong for over 19 years. Having recently relocated to the Sunshine Coast, I continue to serve clients in the Geelong region, and am available for face-to-face meetings when I regularly visit family and friends.At EKA Wealth, my approach is client-centric and results-driven. I pride myself on delivering clear and actionable financial advice tailored to each client’s unique situation, goals, and aspirations.

Country

Australia

City

Noosaville

Industry

Financial Services

Skill

Financial Services, Self Managed Superannuation Funds (SMSF), Wealth Management Services, Investment Strategies, Superannuation, Accounting, Cash Flow, Tax, Finance, Income Tax, Corporate Tax, Bookkeeping, Small Business, Financial Reporting, Strategic Financial Planning, Business Planning, Financial Accounting, Tax Advisory, Financial Analysis, Business Strategy

Experience

Founder

EKA Wealth

2025-1 - Present · 1 yr 9 mos

Sunshine Coast & Geelong

At EKA Wealth, I am dedicated to empowering clients to achieve financial clarity and long-term prosperity. Guided by a commitment to personalised service and a deep understanding of each client's unique goals, I help navigate the complexities of financial planning with confidence. My role involves providing tailored financial advice, strategic investment planning, and comprehensive support through life's changes. Whether it's growing wealth, planning for retirement, or protecting assets, I am passionate about helping clients make informed decisions and build a secure future. In addition, I specialise in providing SMSF (Self-Managed Super Fund) compliance and strategy advice, ensuring clients' SMSFs are not only compliant with regulations but also optimised for their financial goals.

Director

idaws

2002-1 - 2024-10 · 22 yrs 10 mos

Geelong

I was a Principal at idaws from 2005 until late 2024. During my time at idaws, I developed a special interest in Self-Managed Superannuation Funds (SMSF) and focused on providing a range of tailored financial services beyond standard compliance work. Our goal was to truly understand our clients' situation, positioning ourselves as their partner in success and tackling the unique challenges they faced on a regular basis. idaws held its own Australian Financial Services Licence, allowing us to offer financial advice in areas such as income protection, asset management, and retirement strategies. Whether our clients were building wealth, safeguarding their assets, or preparing for retirement, we worked closely with them to secure a sound financial future.