- 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.
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
- Save, invest, protect.
- Life is about choices, and the choices you make determine your destination.
- Don't beat yourself up over past choices - it's never to late to start making the right ones.
Reviews & Feedback
It was an absolute pleasure dealing with Emily. She set us on track financially and used plain language to do so. The biggest upside was the security that comes with having a sound financial plan going forward. Sharing your finances is a very personal thing but Emily was very respectful and non-judgemental. I would not hesitate to recommend this consummate professional for anyone who wants financial peace of mind.
Everything was great thank you
Emily explains thinks very well, and has worked hard on our behalf
Very happy with the service and the fact that she was willing to come to our home which made it easier on us and our young child
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.
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.
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.