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 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 ❤️

Three conversations I've had this week have all been about the same thing ...... retirement nerves. Interesting, not al...
22/07/2026

Three conversations I've had this week have all been about the same thing ...... retirement nerves. Interesting, not all of them were from people about to retire. Some had already retired and were still feeling unsettled.

For most of our lives, we've had an employer paying us every week or fortnight. Then one day, that stops and suddenly you're responsible for generating your own income. That's a huge shift.

It's completely normal to feel overwhelmed, worry if you've got enough, or feel a little uncomfortable drawing money from your super for the first time. It's also quite common to realise that the income you thought you needed before retirement isn't actually what you need once you've settled into it. Sometimes it's more, sometimes it's less and that's okay too.

What I've learnt over the years is that these feelings do pass. You settle into a new routine, you gain confidence in your spending and eventually retirement starts to feel normal.

If you're feeling nervous about retirement, please know you're in very good company. I'd go as far as saying it's one of the most common conversations I have with clients. The good news is - those nerves do go away.

There is no waiting list. Believe us, we've thought about it.Every week we receive messages saying, "I'm happy to wait,...
15/07/2026

There is no waiting list.

Believe us, we've thought about it.

Every week we receive messages saying, "I'm happy to wait, just put me on the list!"

While that is incredibly kind (and something I'm so grateful for), we've realised that if we started a waiting list, we'd need a full-time employee just to manage the waiting list... and then probably another person to answer questions about the waiting list.

By the time we reopened appointments, we'd be working our way through a spreadsheet longer than a Centrelink claim form.

The reality is, we're a small boutique business. We'd much rather spend our time looking after our existing clients than maintaining a list of hundreds of people whose circumstances may have changed.

By then:

* Some people will have found another adviser.
* Some will have retired.
* Some will have moved.
* Some will have changed their minds.
* A few will be wondering why a financial planner is calling them six months later.

So, there is no waiting list. When we reopen appointments, we'll post it right here on our page and everyone will have the same opportunity to book.

To everyone who has reached out and offered to wait....thank you. It genuinely means the world to our little team and we're incredibly grateful that so many people think we're worth waiting for.

🖤


🥰

Address

2/10 Eramosa Road East
Somerville, VIC
3912

Website

Alerts

Be the first to know and let us send you an email when 2020 Wealth posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to 2020 Wealth:

Shortcuts

Share

Category