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Money Care

Finding your next news
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Friendly Assistance

Export Financial Advice

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Our Experience

We have 10 Year Experience

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Client Investment

FDoing the right thing

Our Approach

Passionate, reliable, methodical and experienced

We Believe

There isn't a one-size-fits-all formula for financial success

We Listen

We seek to build long-term relationships with our clients

We Partner

We understand that life is ever-changing and that our clients

We Think

No big decision should be made straight away; our first step

Our Team

We look forward to meeting you in person to show you why we have been awarded excellence in customer service and excellence in finance and business in 2018, 2019 and 2020 by the Professional Lenders Association of Australia
Keith Burns
Keith Burns
Director/Finance Strategist
Keith is a Director of Wealthfolio and an award-winning finance broker with over 10 years experience. He supports the team in
Emma Cattermole
Emma Cattermole
Director/Finance Strategist
Emma is the founder of Wealthfolio with over 18 years of financial services experience as a finance broker and consultant.
Cherie Cullen
Cherie Cullen
Senior Finance Manager
Cherie is known as the finance oracle with over 18 years experience within the financial services industry. Cherie's role as finance
Nathan Skipper
Nathan Skipper
Finance Manager
Nathan has over 5 years luxury car and finance experience. His expert finance and asset background helps support customers with
Jackie Connaghan
Jackie Connaghan
Finance Manager
Jackie knows what it takes to provide clients with exceptional service. With 15 years finance experience, Jackie loves the opportunity
Stephanie Thomas
Stephanie Thomas
Finance Manager
Stephanie has 6 years finance experience in Australia and the UK, working as a Mortgage Broker and Retail banking.
Molly James
Molly James
Finance Assistant
Molly has experience within the banking industry and loves looking into the finer details of finance. Whether it’s a refinance or a purchase,
Robyn Pott
Robyn Pott
Client Services Manager
Robyn is the guru when it comes to everything post approval. She prides herself on service so is always speaking with clients
Bella Cattermole
Bella Cattermole
Compliance Officer
Bella's role within Wealthfolio is quality assurance, making sure all files are compliant within regulatory guidelines. This role is critical

Testimonials

Our Happy Customers
Greg and Nickie O'Sullivan
Greg and Nickie O'Sullivan
Camp Hill Brisbane (clients since 2007)
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Over the years we've relied on Emma's professionalism, industry knowledge and tenacity to research and resource the appropriate financial institution and package that best suited our personal needs. It is without doubt that we recommend Emma, she has never failed to deliver to our expectations.
Sammii and Matt Stjernqvist
Sammii and Matt Stjernqvist
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Emma and Barb went above and beyond to help my husband and I obtain the best suited finance for our first investment property. Emma met with us after hoirs to make sure we understood the paperwork and always kept us in the loop with the progress. We have already recommended their team to all of our friends and will continue to sing their praise! Professional, approachable and efficient!
Leeanne and David Hall
Leeanne and David Hall
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We had the good fortune of meeting Emma Cattermole in 2006 and have ever since considered her one of the 'best assets' we have found in our business life and as a consequence has become a valued friend. After engaging the services of a number of merely adequate brokers in the past we are always delighted with the dedicated, personal and engaged approach Emma has in contrast !
Catherine Scott (Solicitor) and Angus Scott (Barrister)
Catherine Scott (Solicitor) and Angus Scott (Barrister)
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Emma has been looking after us since 2011, assisting us with various property transactions and financial matters, including most recently obtaining construction finance to transform our character zoned home into a larger abode for our growing family. Emma's knowledge of the finance industry is first class, and we have benefitted greatly from her professionalism and singular dedication to achieving great results for her clients.
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Our Contact

A 19/10 Eagle Street, Brisbane 4000
A Level 3, 45 Brisbane Rd, Mooloolaba 4557, QLD
0450533990 – Emma
0416243323 – Keith