Ross Brown is a Certified Financial Planner Practitioner. He also holds a Graduate Diploma in Financial Planning and a Bachelor of Marketing & Media. Ross has considerable experience in the financial services industry having first started in 2002. Having worked for boutique practises and one of the big four banks has helped Ross to form a clear vision for Emerge Financial Services.
Rebecca possesses a helpful customer service approach that makes her a valuable member of the team and a favourite with our clients. Rebecca's role includes liaising with clients, insurance companies, fund managers, and super funds to ensure great outcomes. Angela has a Bachelor of Commerce, Majoring ins Accounting and Financial Planning from Curtin University.
Rebecca possesses a helpful customer service approach that makes her a valuable member of the team and a favourite with our clients. Rebecca's role includes liaising with clients, insurance companies, fund managers, and super funds to ensure great outcomes. Angela has a Bachelor of Commerce, Majoring ins Accounting and Financial Planning from Curtin University.
Services
When I qualified as a Roof Plumber I was advised to take out Income Protection Insurance, so I went to see Ross Brown of Emerge Financial Services Pty Ltd, who went through everything with me thoroughly. He suggested I take out a policy with Comminsure. I recently had a fall from my pushbike and ruptured my ACL which meant I would be off work for 12 weeks.
Providing clients with strategies to structure and plan their financial arrangements is the core of what we do. Our advice covers the most important aspects of your financial situation including cashflow and budgeting, superannuation, wealth protection (life insurance etc.), investments, estate planning, and more.
For many Australians superannuation is not a priority, particularly when we are younger. However, superannuation is becoming increasingly important because for many it's the largest investment we will make outside our family home. With the introduction of mandatory superannuation guarantee for all employees and the generous tax concessions that apply to superannuation, this tax structure should be considered for all investors.
Unfortunately life doesn't always go to plan. An important part of any financial plan to consider how to protect yourself and your family from financial hardship should you become injured, fall ill, or pass away. We will assist to identify risks and recommend cost effective insurances packages to give you peace of mind that your family will be protected.
We are able to determine the right balance of these investment classes to accommodate the level of risk with which you are comfortable in assuming as an investor. Understanding the investor's objectives for the portfolio, including investment time-frame and risk tolerance, are vital when constructing a portfolio.
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