Megan Hodge

Your Wealthy Life Pty Ltd

Gold
10 Yrs Experience
Brookwater, QLD 4300
Meet Megan Recently recognised as one of the Nation's most recommended Advisers, the soul visionary behind the rise of Your Wealthy Life and a gorgeous human to boot, Megan has made quite a dent in the Financial Planning industry as an authentic and meticulous Adviser with an innate talent for all things money. Determined to create an empowering space for those seeking financial advice, Megan leveraged some 12 years of experience in the industry to launch her own business in 2018, Your Wealthy Life.  The swift upsurge up her venture is a clear indicator that this space, the authentic financial planning space, is an incredibly popular destination for those who value real advice. Megan holds an Advanced Diploma of Financial Services, a Certificate in Self-Managed Super Funds, is a popular keynote speaker at industry events and is regularly engaged to facilitate workshops to improve financial literacy across all walks of life, an absolute labour of love for Megan.  However, all that means little unless underpinned with the grit and determination to walk the extra mile for her clients; and that she has. Expertise Cashflow/Budgeting Support, Financial Goal Setting/Projections, Superannuation/Retirement Planning, Investments/Wealth Building, Personal Insurance/Safety Net, Key Person Business Insurance.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Financial Hardship
  • Redundancy
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 21
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Your Wealthy Life Pty Ltd

Level 7, 22 Magnolia Dr
Brookwater, QLD 4300

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Madison Financial Group Pty Ltd

AFSL 246679

4.95
21 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
4.95
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 21

Sort by

5.00

"Megan was fantastic and easy to work with. She was very thorough and did alot of work in the background bringing forward the best possible solutions for my insurances and ideas and recommendations for me heading into the future giving me great confidence."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Megan has given my husband and myself advice about all of our financial planning, investments, life insurance, super funds, salary sacrificing and tax savings. She has been very thorough and patient with us answering all of our many questions. Having now moved interstate she is always at hand either by phone or video call. We feel we can always rely on her prompt attention to follow up on our queries. She has also highlighted and resolved some issues I had with payments into my super fund from my new employer that I would otherwise not know were happening."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Megan makes things sound simple,does mot over complicate things,and is not into steering you into there products like the banks finical advisor do. Is quick to get on top of things and thorough with giving you feeback and letting you know how things are progressing."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Megan's knowledge and assistance is outstanding among financial advisers. She is extremely responsive and proactive to ensure the best outcome for my financial future."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Complex Investments
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Megan has proven to have very genuine and holistic approach to our goals and financial plan. When meeting with Megan, we felt she had a real interest in our future and wanted to be a part of our journey. Megan maintained communication with us when establishing our plan and assisted us to prepare a very thorough budget which is something we had previously found to be incredibly daunting. We have already made recommendations to our friends and family as we have loved our experiences with Megan to date."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"As a retired widow Megan has given me excellent advice in financial areas. She helped me with Centrelink and superannuation I have found Megan to be very professional, knowledgeable, trustworthy and warm and easy to approach and discuss your situation with. Never ever felt embarrassed when asking questions about things I didn’t understand. I would recommend Megan (and already have) to friends and family."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Very happy to have had Megan’s help in guiding me towards the right insurance policy. Not only did Megan help in this area but has also introduced me to other people in different areas to further help my business needs."

  • Insurance Protection
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Since my unfortunate journey in 2017, Megan has been an excellent support for me. Megan provided me with knowledge that I wouldn't have known if I didn't come in contact with her. Megan was able to explain things to me clearly especially when I was unsure and even if I still didn't get it she would repeat herself until I understood. I always felt confident when talking with Megan knowing that what I was asking would be answered or achieved. Megan provided me with advice when I needed it and gave me her full care right from the very start. I feel confident in recommending Megan to my family, friends and even colleagues if they need in the near future when dealing with the Cancel Council. ."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Megan is highly knowledgeable and easy to approach. Even though we are a small client in a different state I always feel important and that Megan has our best interest at heart."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I cannot speak highly enough of the service my wife and I have received on every meeting. The professionalism Megan displays in all of our dealings allows us to feel completely secure in the belief that our requirements could not be in better hands. Always a pleasure to deal with and very sensitive to our personal situation, I would not hesitate to recommend Megan to anyone needing help with any of the services offered."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 21

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2015

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2017

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2009

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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