Client Relations Coordinator
Sophia Emanuel
Sophia is a dedicated final-year university student pursing a degree in engineering, with a strong interest in the wealth management industry. She is committed to gaining hands-on exposure and applying her theoretical knowledge to real-world challenges. Exuding exceptional communication skills and a genuine desire to assist our clients, Sophia will support the firm from an operational aspect. Her ability to articulate complex concepts in a clear and relatable manner ensures that clients will receive comprehensive and understandable guidance. Sophia’s meticulous attention to detail and strong interpersonal skills make her an invaluable asset to our team, supporting client enquiries and ensuring smooth operational processes.


Exploring the Growing Appeal of Alternative Investments in Australia

Marc Washbourne (Readytech RDY.ASX)

Shark Tank’s Steve Baxter: The opportunity for outsized returns in defence through Steve's new Venture Capital Fund – Beaten Zone Ventures

Bitcoin: Have you missed the boat or is this just the beginning? with Markus Thielen (10X Research)
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How a Global Macro Icon Became Crypto’s Kingmaker: The Dan Tapiero Interview

Why one of Australia’s Most Respected Investment Bankers is investing in Crypto with Mark Carnegie (MHC Digital)

Morgan Stanley duo establishes advice boutique

The fallacy of chasing income

Investing in the share market vs. the property market

Smile like you mean it
Q&A with Emanuel Whybourne

Making the Right Investments with the Right Financial Adviser

Positioning for the Next Property Cycle: Creating Value in a Changing Market with Jason Huljich

Marc Herman: Founding, scaling and exiting successful business to now building ‘medicine 3.0’ for Australian families

Preparing for a Successful Business Exit: A Strategic Guide for Australian Founders

Positioning for Growth in a Changing Real Estate Cycle with Rob Percy (Cromwell)

Understanding Long-Term Investing: The Reality of Price, Value, and Earnings Growth Beyond Short-Term Noise.

Armen Panossian: Navigating the 2026-27 Liquidity Gap. How the World’s Leading Distressed Debt Investor is Positioning for Market Shifts

Measuring Investment Risk: Volatility, Liquidity & Private Market Risk for High-Net-Wealth Investors

Why Boring is Beautiful: Venture Capital Lessons with Matthew Browne

Secondaries Unlocked: Liquidity, Pricing & the Future of Private Markets with Jake Elmhirst

Speculation is the Mother of all Evil
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Finding Focus in Volatility

This isn't 2008

Built to Innovate, Structured to Fail: Lessons for Big Tech in the Age of AI



