Empowering your future.

Financial Advice to help you make well-informed decisions, so you can enjoy life without the burden of financial worry.

Advice Team







How can we help?

Get started & set up your family

You want to buy your dream home, expand your family and grow your wealth.

What we do

We develop tailored step-by-step financial strategies and help you make informed decisions about your money.


Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.


Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right insurance solution for you and your family.

Debt Management

Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.

Retirement Planning​

Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. You also can benefit from compounding returns.

Estate Planning

We’d all like to leave a legacy and provide for those closest and dearest to us once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.


If you’d like your money to start working for you, it’s time to learn about investing. Everyone has different needs and circumstances but here are some basics to consider.

Passion, experience, support

The team at Embrace Wealth are passionate about educating you to make well-informed decisions, so you can enjoy life without the burden of financial worry. They listen and help you to develop and articulate your goals whilst learning about what’s important to you and your family.

With extensive knowledge including self-managed super funds, investments to generate passive income, superannuation, insurance and sensible debt planning, they really do have all bases covered. Embrace Wealth partners with accountants, lawyers and debt specialists to ensure you have a trusted personal advisory board who understand your goals and work collaboratively towards helping you achieve them.

We support the Go Girls Foundation – an organisation that strives for every woman to have a plan. We sponsor Go Girls events throughout the year and run educational sessions, as part of the organisation’s Step Up and Go Program.

5 Steps To Mastering Your Money

In this free ebook we share 5 important steps to help you be the boss of your money.

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Prepare for tomorrow, make the most of today.


Kind words from our clients

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Lee first started in the Financial Planning industry in 2001 and is a Certified Financial Planner®. She is passionate about creating a world where her two daughters, Scarlett and Willow, can grow up to receive every opportunity in life. This in turn drives her passion for financial planning for women and has led to working with the Go Girls Foundation.  Their mission is for ‘every woman to have a plan’ and Lee offers her time to assist women, some of whom find themselves in unique situations after relationship breakdowns and other unforeseen circumstances.

Steve and Lee have owned an interest in Embrace Wealth since 2017 and fully took over in 2021.  They enjoy working with clients that value the advice a professional can provide, may be time poor, and often have high net wealth and income.  Clients approaching retirement also appreciate the benefits and peace of mind advice provides, navigating this often-complicated stage of life.  

Lee’s clients value that she is warm and empathetic and encourages them along their path towards financial security.  She loves to travel and enjoys planning caravan holidays with friends and family, along with supporting the Bombers.




Steve is a Senior Adviser and Managing Director at Embrace Wealth, with over 15 years’ experience in the industry. He is a Certified Financial Planner®, has a Bachelor of Commerce (majoring in Financial Planning), as well as being a Graduate of the Australian Institute of Company Directors. He advises a broad range of clients and businesses and is passionate about financial education. He specialises in working with High-Net-Worth clients, pre-and-post retirees.

His clients commend him for his exceptional ability to explain complex information in simple terms and for being a human calculator with a personality. Driven by his passion to ‘work to live’ as opposed to ‘living to work’, he is well placed to help his clients prioritise what’s most important to them and create a plan to bring it to life.

Steve is married to Lee, with two young daughters, Scarlett and Willow. He enjoys golf and bike riding, as well as being a long-suffering Carlton Football Club optimist.

Know where you stand – Wealth Report is a one-stop shop for understanding your financial situation

Project your future – Use Wealth Report’s industry-leading modelling to project your future.

Immediate response – Wealth Report delivers your personal report immediately.

Assess you goals – Explore multiple ‘What if’ scenarios for the years ahead.

Let us do the maths. With Wealth Report’s integrated approach, fill out your information once and we will apply all appropriate calculators to fit your life

Secure and private. We are unable to view your personal information unless you select the option to allow a qualified financial adviser from our team to view your data and contact you.

Jane Brown

Head Accountant

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