Megan Hodge

Your Wealthy Life Pty Ltd

Gold
10 Yrs Experience
Ipswich, QLD 4305

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
  • Retirement & Pension
  • Shares & Investments
  • Redundancy
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 22
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Your Wealthy Life Pty Ltd

110 Limestone St
Ipswich, QLD 4305

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Fortnum Private Wealth Ltd

AFSL 357306