The photo above includes the GEM team's Wealth Associates and support staff.

Learn what’s happening in the market with regular guidance on updated products, market conditions and strategies you can apply in your business.

Forget the piles of admin work and let our in-house tech systems take care of it, while you focus on servicing your clients.

Progress to becoming a manager and leverage on our peer support sessions and training sessions for top and aspiring managers.

We believe in regularly sharing knowledge and experiences, discussing the challenges we’re facing and succeeding together as a team.

If you’re new to financial planning, or are transitioning from a different firm, don’t worry. Learn from our specially designed programmes so you’re confident in your next client appointment.

Every case is different, and every advisor struggled with different challenges throughout their career. Get direct input from leaders who have gone through similar challenges, and help you through them.

Hi it’s Jacq, I’m a COT practitioner with 12 years of experience in the Financial Services industry. Formerly I was an air stewardess, then a banker and now a financial consultant, so I’ve experienced the pros and cons of the different industries and have helped many others transition and thrive in the financial advisory sector.

Working in the banks, I was a top performer but felt like I wasn’t able to give enough to my clients. Finding purpose and meaning was a challenge.

My principle in financial planning has always been to focus 100% on the client’s needs and recommend the best solution out there. My specialty is in conducting detailed analysis of a clients’ portfolio and the options they have to secure their financial plan, and presenting the best solutions to clients.

Jacq is an exceptional director, known for her meticulous attention to detail, eagerness to assist, and openness to diverse viewpoints. Her willingness to consider varying opinions ensures decisions are both well-informed and inclusive.

The thing I appreciate most about working with Jacq’ is her genuine sharing - I feel like she really gives a lot of her tools and advice to us during coaching. I’ve always looked up to her success in the industry and I feel it’s important to learn from the best.

Jacqueline is not just a mentor; to me, she's family. From my very first steps in this industry, she's been the guiding force, the caring sister, offering unwavering support. Those initial challenging months could have been overwhelming, but with Jacqueline's consistent check-ins, both about work and my well-being, I found the strength to persevere.

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