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.
Cashflow/Budgeting Support, Financial Goal Setting/Projections, Superannuation/Retirement Planning, Investments/Wealth Building, Personal Insurance/Safety Net, Key Person Business Insurance.
Megan provided very helpful advice. Her approach was caring and professional.
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.
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.
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.
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.
- Adviser status Gold
- Number of reviews 22
- First year providing advice 2012
- Years of experience 10
- Advanced Diploma of Financial Planning
Your Wealthy Life Pty Ltd110 Limestone St
Ipswich, QLD 4305
- 9:00am – 5:00pm Monday – Friday
Fortnum Private Wealth Ltd