2020 Wealth

2020 Wealth Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from 2020 Wealth, Financial planner, 2/10 Eramosa Road East, Somerville.

Happy Father’s Day to all the dads, stepdads, grandads and father figures. 💙To the blokes who show up, guide us, make us...
06/09/2026

Happy Father’s Day to all the dads, stepdads, grandads and father figures. 💙

To the blokes who show up, guide us, make us laugh and quietly have our backs ….today is for you.

We hope you’re being thoroughly spoilt. Happy Father’s Day from 2020 Wealth. 💙

Here’s one that might get you thinking… 👀If you found out today that you had enough money to retire tomorrow…Would you?W...
04/09/2026

Here’s one that might get you thinking… 👀

If you found out today that you had enough money to retire tomorrow…

Would you?

Would you be DONE? 😂
Drop back a few days?
Keep working because you actually love it?
Book a holiday immediately? ✈️

This is the part of retirement planning I love.

It’s not really about retirement. It’s about getting yourself into a position where you get to choose what happens next.

So tell me…

If money wasn’t the reason you had to keep working …….would you still go to work Monday? 😂

Happy International Dog Day to our client fur family 🐾💚We know their names, hear all the stories and love when they visi...
26/08/2026

Happy International Dog Day to our client fur family 🐾💚

We know their names, hear all the stories and love when they visit us at the office 🐶

Extra treats today!

Nope… this isn’t the secret we’ve been teasing 😂💚But it IS some pretty exciting news.2020 Wealth has been named a finali...
26/08/2026

Nope… this isn’t the secret we’ve been teasing 😂💚

But it IS some pretty exciting news.

2020 Wealth has been named a finalist in TWO categories at the 2026 Activam Group Impact Awards.....

✨ Boutique Advice Firm of the Year
✨ Progressive Advice Firm of the Year

We’ve built a small, niche practice around the people we genuinely love working with. Our clients, their families, their stories and what matters to them are at the heart of everything we do.

To have our little practice recognised in two categories is pretty special.

Thank you Activam Group for the recognition.

Now for the slightly awkward part… there’s voting. Again. 😂

We know we’ve already asked you to support us in the Power50, so we promise we’re not turning into professional vote collectors.

But if you have another click in you, we’d absolutely love your vote for 2020 Wealth in both categories. 💚

https://forms.cloud.microsoft/pages/responsepage.aspx?id=NWRbMglk8EKTkhV9gaR7hQWZpXEE03FOmT9DNEfJYLRUNDVZRzBKNlpWTEFDQ0Y2TUdDSk1GUFY2Mi4u&origin=lprLink&route=shorturl

And no… we’re still not telling you the secret yet. 😉

For the FOURTH year in a row, I’ve been shortlisted for the Financial Standard Power50.The Power50 recognises 50 financi...
10/08/2026

For the FOURTH year in a row, I’ve been shortlisted for the Financial Standard Power50.

The Power50 recognises 50 financial advisers across Australia who are helping shape the future of financial advice through the work they do, the conversations they start and the influence they have within the profession and their communities.

Pretty bloody cool to be shortlisted four years running. ❤️

But now I need your vote!!

So if you know me, have worked with me, follow what I do or just want to back a little Somerville business making some noise in financial advice……Vote Leanne Bielik – 2020 Wealth. 🙏🙏🙏

👇 VOTE HERE

https://www.financialstandard.com.au/fspower50

I’ve spent years building a business I’m incredibly proud of, but this little man is a beautiful reminder that family re...
08/08/2026

I’ve spent years building a business I’m incredibly proud of, but this little man is a beautiful reminder that family really is the heart of everything.

Success looks a little different to me these days. Sometimes it just looks like this. ❤️

This is my happy place…..A wonderful client, a whiteboard and a conversation that turns “I’m confused” into “We’ve got t...
05/08/2026

This is my happy place…..A wonderful client, a whiteboard and a conversation that turns “I’m confused” into “We’ve got this.”

(Warning: Side effects of meeting with me may include being asked to stand at the whiteboard and explain your own retirement strategy. 😂)

It’s hard to believe this was our space when we first walked in with a vision five years ago.What started as a little bu...
03/08/2026

It’s hard to believe this was our space when we first walked in with a vision five years ago.

What started as a little business from my dining room table during lockdown has grown into something I could never have imagined.

These empty walls have seen thousands of conversations, tears, laughter, life-changing decisions and so many incredible clients become friends.

This space gave us room to grow, but more importantly, it became a place where people felt safe, heard and supported.

Looking back at this photo reminds me that every business starts somewhere. Sometimes all you need is a vision, a whole lot of determination and the courage to take the first step.

I’ll always be grateful for where it all began. ❤️

Let’s talk about the week so far …Today I presented advice to a beautiful couple who are about to retire and head overse...
28/07/2026

Let’s talk about the week so far …

Today I presented advice to a beautiful couple who are about to retire and head overseas.

They came to us wanting to know one thing really ….can we have the income we want in retirement AND make sure our money lasts?

Today I got to show them how.

That moment when you can see the relief on someone’s face because it finally all makes sense… I love it ❤️

I also offered them a place as ongoing clients and they were genuinely so grateful. That meant a lot. We don’t offer ongoing advice to everyone, but when we do, it means we’re there for the next part too of when life changes (and often retirement definitely doesn’t always go to plan!)

I’ve also had conversations this week about inheritances, paying mortgages off quicker, super, retirement and tax.

Lots of “Can I do this?”
“What happens if I do that?” and
“What does that mean at tax time?”

This is also where people sometimes don’t realise what we actually do…..

We’re degree-qualified financial advisers AND registered tax (financial) advisers. Tax is part of our advice. We look at the tax consequences of the strategies we recommend and work alongside your accountant as and when we need to.

That’s been our week so far. (somehow it’s only Tuesday 😂)

I’m just really grateful to do work that helps people feel a bit more confident about their future ❤️

Address

2/10 Eramosa Road East
Somerville, VIC
3912

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