Client Relations Coordinator
Sophia Emanuel
Sophia is a dedicated final-year university student pursing a degree in engineering, with a strong interest in the wealth management industry. She is committed to gaining hands-on exposure and applying her theoretical knowledge to real-world challenges. Exuding exceptional communication skills and a genuine desire to assist our clients, Sophia will support the firm from an operational aspect. Her ability to articulate complex concepts in a clear and relatable manner ensures that clients will receive comprehensive and understandable guidance. Sophia’s meticulous attention to detail and strong interpersonal skills make her an invaluable asset to our team, supporting client enquiries and ensuring smooth operational processes.


Venture Capital as an Alternative Investment

Investing in Super vs Outside of Super

Don’t Jump Off the Rollercoaster!

Back to the future

Major General (Retd) Fergus (Gus) McLachlan AO

Susanne Bransgrove (Founder Liquid Gold Consultants) - Family Business Succession, The Discussion You NEED To Have Now

Common Questions About Financial Advice

It's good to feel uncomfortable

Risk and Return: How to Determine Your Investment Risk Profile

Investing in the share market vs. the property market

Ex-Morgan Stanley Wealth advisers set up new shop

In investing, what is comfortable is rarely profitable

Staying the course — A timeless lesson

Has the Private Credit ship sailed?

Family Wealth Planning – Creating the Family Bank

Lessons of Legacy – how to flourish as a family.

Friendshoring – Is local really ‘local’?

Game Plan: Inflation – A body shot or a knockout?

Speculation is the Mother of all Evil
.jpg)
Finding Focus in Volatility

This isn't 2008
