Megan Neale

Meet Megan

With a career in financial services that began in 2007 and over 13 years as a qualified Financial Adviser, Megan brings a wealth of experience and a reputation for delivering advice that is clear, practical, and personalised.

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.

Megan is known for her ability to make complex financial concepts simple and easy to understand. Her clients often describe her as approachable, thorough and deeply committed to their long-term success. She takes the time to truly get to know each client—what matters to them, what they value, and what they want their future to look like—so that every strategy is tailored, meaningful, and achievable.

Building strong, lasting relationships is at the heart of Megan’s approach. She works closely with clients across all stages of life, helping them navigate everything from day-to-day financial decisions to major life milestones. Her goal is not just to provide advice, but to become a trusted partner in her clients’ financial journey.

Megan holds a Graduate Diploma in Financial Services, a Certificate in Self-Managed Super Funds, and is regularly invited to speak at industry events and financial literacy workshops. She is passionate about education and believes that confidence with money starts with understanding—and that everyone deserves access to good advice.

Megan’s clients know she’ll go the extra mile for them, every time. It’s this commitment, paired with her deep knowledge and genuine care, that sets her apart.

Expertise

Cashflow/Budgeting Support, Financial Goal Setting/Projections, Superannuation/Retirement Planning, Investments/Wealth Building, Personal Insurance/Safety Net, Key Person Business Insurance.