2020 Wealth

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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.

14/10/2026

💸 Right, let’s laugh at our own expense…..

What’s the daftest thing you’ve ever spent money on?

The purchase that still makes you think, “What on earth was I thinking?!” 🤦‍♀️

No judgement……I’m a financial adviser, not a saint. 😂

Go on, confess. I want the financial disasters! 👇

This is a conversation we need to have more often.My latest article, Your Money. Your Voice. is in the October edition o...
07/10/2026

This is a conversation we need to have more often.

My latest article, Your Money. Your Voice. is in the October edition of WFO Magazine.

It’s about financial elder abuse ..... something that isn’t always obvious and doesn’t always look the way you might expect.

Sometimes it starts with someone “just helping” with the banking or paying bills on your behalf.

Your money is still your money. Know where it is. Know who has access to it. Ask questions and stay involved.

If something doesn’t feel right ..... speak up.

Thanks WFO Magazine for giving me the opportunity to talk about something that really matters. 💛

Have a read 👇

https://wfomag.co/wfo-2026-october-issue/ -the-magazine

05/10/2026

AND JUST LIKE THAT… WE’RE FULL!

Karen has been on the phone non-stop since 8.50am.

We only have one phone line and because we actually like to talk to people properly each call takes a little time.

By 9.01am we already had 18 messages waiting.

The response has been absolutely incredible and honestly, a little overwhelming.

Our 10 new client spots are now filled, which means that’s it for new clients for 2026.

To everyone who called, left a message, recommended us or shared our name — THANK YOU.

We genuinely didn’t expect that response.

What a way to come back to the office.

Leanne ❤️

04/10/2026

📞 The phone is going OFF this morning!

If we don’t answer it’s because we are on the phone…..please leave us a message and we will get back to you.

Please be patient with us — there are only two of us and we’re working through everyone as quickly as we can. ❤️

04/10/2026

📣 THE ANNOUNCEMENT YOU’VE BEEN WAITING FOR……

On Monday, we’ll be welcoming just 10 new client families to 2020 Wealth. That’s right…. We are opening up the books 😀

So if retirement is on your mind and you’ve been waiting to work with us, THIS is your opportunity.

☎️ Bookings open Monday morning at 9am.
Please call the office and speak with Karen or me. We’ll have a quick chat first to make sure we’re the right fit.

(No email or message bookings please and our online booking system is switched off)

Once our 10 places are filled, that’s it for new clients for 2026 so get in quickly, these spaces will go super fast.

We can’t wait to meet our 10 ❤️

Well… apparently we picked quite the time to disappear 😂Interest rates are back up.Card surcharges are finally gone.Infl...
01/10/2026

Well… apparently we picked quite the time to disappear 😂

Interest rates are back up.
Card surcharges are finally gone.
Inflation is still being a pain in everyone’s backside and politicians are still giving us plenty of reasons to read past the headline. 😀

I’ve been a little quiet while recovering from a procedure, but Karen and I are back in the office from Monday.

We can’t wait 😀

See you next week 🖤

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. 😉

Address

2/10 Eramosa Road East
Somerville, VIC
3912

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