EKA Wealth

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EKA Wealth In person meetings - Sunshine Coast and Geelong regions.

At the heart of EKA Wealth is a passionate financial professional, dedicated to empowering clients to shape the life they envision through personalised financial advice and collaborative planning.

09/10/2026

Your super doesn't follow your Will. It sits in a trust, with its own rules about who can receive it.

The list is short: your spouse or partner, your children, someone in an interdependency relationship with you, or someone financially dependent on you. Or your estate — which is usually how you get it distributed under your Will.

So a sibling, a parent or a close friend can't be paid directly. They can only be included through your estate.

And binding versus non-binding decides whether the fund has to follow your wishes or just consider them.

When did you last check yours? 🤍

General information only — not personal advice.

Read more here: https://ekawealth.com.au/your-will-doesnt-control-your-super-heres-what-does/

06/10/2026

Cameras still aren't my favourite thing. I keep pressing record anyway.

Because most people have no idea what a financial adviser actually does, or that we're licensed and regulated and genuinely here to help — not to sell them something.

So I show up. Plain language, no jargon, and space for the questions people feel silly asking out loud.

Mostly so that if you ever do need advice, I'm not a stranger. 🤍

03/10/2026

Most people I talk to are doing just fine. Bills paid, mortgage under control, super ticking along. It all feels sorted.

Then we look a bit closer and there's insurance that hasn't kept up, super that hasn't been reviewed in years, or a will that doesn't really say what they'd want it to now.

Not mistakes — just decisions that were right at the time. Life changes, and things quietly stop fitting.

When did you last actually have a look? 🤍

General information only — not personal advice.

30/09/2026

You can always help the kids later. No one's topping up your super once you've stopped working.

It's one of the most common questions I hear: can we retire and still help with a house deposit? The answer is usually about timing and structure, not just the number in the bank.

So the question worth asking is: can we give it and still be okay in 20 or 30 years?

Most couples are surprised when we actually model it — sometimes there's more room than they thought. Either way, the guessing stops. 🤍

General information only — not personal advice.

A little secret about financial advice...The hardest part is rarely the strategy.It's finding the documents, tracking do...
29/09/2026

A little secret about financial advice...

The hardest part is rarely the strategy.

It's finding the documents, tracking down information and answering a few questions you've probably been meaning to think about for a while.

The better the information, the better the advice.

I can do the analysis, modelling and strategy, but the best outcomes happen when it's a genuine partnership.

Good advice isn't a spectator sport. 😊

It's something we work on together.

Please reach out if you would like to have a chat: [email protected]/s/WwFr-0uZUk2mpwDrCBn2oQ2?ismsaljsauthenabled" rel="ugc" target="_blank">https://outlook.office.com/book/[email protected]/s/WwFr-0uZUk2mpwDrCBn2oQ2?ismsaljsauthenabled

27/09/2026

You know what you earn. Do you know what your life costs to run?

That second number is the one that changes everything — what's spare, what goes to debt, what retirement actually needs to be. One afternoon, not a whole lifestyle overhaul.

Easiest place to start. 🤍

General information only — not personal advice.

25/09/2026

"Can I afford it?"

For many retirees, that's the question behind every holiday, home upgrade, or larger purchase.

The surprising part?

Often the answer is yes.

Sometimes what people need isn't more money. It's more confidence in the plan.

22/09/2026

The biggest financial mistake is rarely a bad decision.

It's the decision that never gets made.

The review that keeps getting pushed back. The insurance that hasn't been looked at in years. The estate plan that's still on the to-do list.

Most people don't get into trouble because they made a poor choice.

They get into trouble because life got busy and good intentions were left sitting on the shelf.

19/09/2026

A $4,000 tax saving might be hiding in your final working years.

Not through a complicated strategy.

Not through a risky investment.

Just by making sure you're using the superannuation rules effectively.

For higher-income earners in their 50s and early 60s, the years leading up to retirement can create opportunities that are easy to miss.

The key is knowing what's available, what limits apply, and how it fits with your broader retirement plans.

for the "thinking about a parent" crowd** If you've been meaning to have *that* conversation with your parents, this is ...
18/09/2026

for the "thinking about a parent" crowd**

If you've been meaning to have *that* conversation with your parents, this is your nudge. Monday is World Alzheimer's Day.

My new blog covers the three things worth putting in place before anyone thinks they're needed - and how to raise it without it feeling like a judgement. (Hint: go first.)

Link: https://ekawealth.com.au/can-i-sign-this-for-mum-the-question-that-comes-too-late/

Address

Suite 8-10, 28 Eenie Ck Road
Noosaville, QLD
4566

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 12pm

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