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.


Is it time to engage a financial planner?

Keep Your Eyes on the Finish Line

Exploring the Growing Appeal of Alternative Investments in Australia

Investing in Super vs Outside of Super

Are we there yet?

Venture Capital as an Alternative Investment

Morgan Stanley duo establishes advice boutique

The fallacy of chasing income

In investing, what is comfortable is rarely profitable

Global Investment Opportunities in 2022

Is there any accuracy in history?

Smile like you mean it

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

Staying the course — A timeless lesson

Has the Private Credit ship sailed?

Understanding Long-Term Investing: The Reality of Price, Value, and Earnings Growth Beyond Short-Term Noise.

Are we going back to the 70’s? Parallels between then and now.

Friendshoring – Is local really ‘local’?

Measuring Investment Risk: Volatility, Liquidity & Private Market Risk for High-Net-Wealth Investors

Speculation is the Mother of all Evil
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Finding Focus in Volatility

This isn't 2008
