Emily Wheatley


Financial Adviser, Regional Team Leader, Insurance Advice Manager


BCom


M: 0275191898 |

Specialties

  • Help my clients develop healthy attitudes and habits towards money
  • Specialist home finance advice to clients starting out or building their wealth
  • Protecting your greatest assets: yourself, your family and your income.
  • Over 10 years experience working in the financial planning industry.

About Emily

Having over ten years’ experience in the financial planning industry, I have seen first-hand the difference that financial stability and success has on peoples' happiness and their ability to lead the lives they wish. While my motto for every client is "save, invest, and protect" I also understand that no single approach is the right one for every client.

Everyone has their individual journey to take and I see it as a privilege to assist them in achieving success. Seeing people improve their financial situation and accomplish their goals is much more than just a passion of mine - for me there is no better feeling!

My Three Golden Rules

  1. Save, invest, protect.
  2. Life is about choices, and the choices you make determine your destination.
  3. Don't beat yourself up over past choices - it's never to late to start making the right ones.
10
Years in the industry

Neither Lifetime nor I have been subject to a reliability event. A reliability event is something that might influence you in deciding whether to seek advice from either myself or Lifetime. As an example, this would be a serious event such as legal proceedings against me, or bankruptcy in the last four years.

Get In Touch

Contact Emily on 0275191898  |  Emily.Wheatley@lifetime.co.nz or alternatively send us an online enquiry below.
preview image - Four crucial conversations you need to have with your financial adviser

Four crucial conversations you need to have with your financial adviser

The support of an expert financial adviser can make a real difference to your financial health. Lifetime’s Emily Wheatley advises on the four most important questions you should ask your adviser.

preview image - Your lifetime earning capacity: how knowing your ‘number’ will change the way you think about your finances

Your lifetime earning capacity: how knowing your ‘number’ will change the way you think about your finances

OPINION: Have you ever stopped to consider just how much you will earn during your working life?  

If you have a few minutes it really is quite useful to do - even if you’re not a number cruncher. All you need is your current gross annual income and how long a period you plan to stay in the workforce.