Recently recognised as one of the Nation's most recommended Advisers, 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 of her venture was a clear indicator that this space, the authentic financial planning space, was an incredibly popular destination for those who value real advice.
In late 2021 Megan joined the team at Dobbrick Financial Services Ipswich, a 'client first' practice who have been providing financial planning solutions for over 50 years. With an alignment in values and a joint vision to provide quality advice to everyday Australians, Megan joined existing advisers Ryan & Nat and the Dobbrick team to continue to deliver education and advice to her clients.
Megan holds a Graduate 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.
Cashflow/Budgeting Support, Financial Goal Setting/Projections, Superannuation/Retirement Planning, Investments/Wealth Building, Personal Insurance/Safety Net, Key Person Business Insurance.
Working with Megan Hodge has been an absolute pleasure, and I couldn't be happier with the level of service and expertise I've received.
From day one, Megan has demonstrated a deep understanding of my financial goals and tailored a comprehensive plan to help me achieve them. She is exceptional when it comes to communication and has made many complicated ideas and process easy to understand. Their knowledge of the financial markets, investment strategies, and tax implications is truly impressive. I've learned so much throughout our partnership, and I feel more confident about my financial future than ever before.
We were very lucky to have Megan as our financial adviser. She is friendly, professional, thorough, and very good at explaining options. Would not hesitate to recommend her.
Megan is great to work with... we feel confident and comfortable with her Advice... would certainly recommend Megan... very easy to give a 5 Star rating...
I've spoken with Megan several times over the last couple of years, ie since she joined the Dobbrick team in 2021. I've found her unfailingly communicative and knowledgeable in all financial matters of particular concern to me. From my personal interest in matters financial, I can say that Megan is realistic and clear in the advice which she's given me, so I have every confidence in her ability to continue down that track, to my advantage. She is clearly cheerful in dealings with clients, a real 'people person' which is so important if the finance industry. .Do not hesitate to take-up her offer of an introductory consultation - you will not be disappointed.
I met Megan as a somewhat frustrated and uninformed client, disillusioned by fees and charges and not knowing how to sift through a lot of details around our superannuation. Megan has managed to find solutions to all the issues and set us on course towards financial success. My husband and I finally feel we have the support of someone who really puts in an incredible effort, always with a smile, is very patient with us, and where nothing seems too difficult to navigate. Megan is truly is a wonder.
- Adviser status Platinum
- Number of reviews 30
- First year providing advice 2012
- Years of experience 11
- Graduate Diploma of Financial Planning
Dobbrick Financial Services (Ipswich)110 Limestone St
Ipswich, QLD 4305
Dobbrick Financial Services (Your Wealthy Life)110 Limestone St
Ipswich, QLD 4305
- 9:00am – 5:00pm Monday – Friday
Fortnum Private Wealth Ltd