Jodie Douglas Douglas

Mad About Life Financial Group Pty Ltd

Gold
11 Yrs Experience
Paradise Point, QLD 4216
Hello there,  Thank you for visiting my Adviser Ratings Profile!  I am the Founder of Mad About LIFE - Risk Advice - A unique Financial Advice firm in QLD. I am a vibrant, friendly, reliable and professional Adviser who works for you 'Our client'. If you ask one of our valued clients, they'll tell you that I am incredibly passionate about educating and raising the financial awareness of everyday Australians!  Financial Awareness & Peace of Mind with Financial Freedom is the value you will receive from myself and the team at Mad About LIFE!  Please don't hesitate to get in touch & ask me why I do what I do & find out how I can help you to be more Financially Mad About LIFE!

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 12
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualifications
    • Statement of Attainment (Financial Advice)
    • Statement of Attainment (Managed Investments and Securities)
    • Statement of Attainment (Life Insurance)
    • Statement of Attainment (Superannuation)
  • Language spoken
    • English

Mad About Life Financial Group Pty Ltd

Suite 2202, 1 Marina Promenade
Paradise Point, QLD 4216

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Mad About Life Financial Group Pty Ltd

AFSL 528981

5.00
12 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 12

Sort by

5.00

"Jodie's knowledge of the insurances on offer to me was excellent. She assessed my needs and advised me on the level of cover needed to protect myself should the worst happen. I have been unable to work for the last 2 years and I am very grateful to Jodie for her help and advice at the time I took my policy and all the help she has given with claiming on the policy. In addition to this she has been an enormous help with our SMSF, wills and estates, and investing for the future. I highly recommend Jodie to everyone."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jodie has helped us save money and have a rainy day account both something we have never had before. She has given us peace of mind with insurance should something terrible happen to either of us. She has also provided us with other valuable reassures when she wasn’t able to help directly, ensuring our question and needs where always meet"

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

"Jodie is a wonderful person that comes across as a friend, one that really cares about your financial well being in the present and in the future. Her explanations are down to earth with a language that the average person can understand which is very important when it comes to making very important financial decisions. She is very talented and knows about all her products. The very best step I had made towards my financial goals was having Jodie as my guide and adviser. She takes care of all stressful form completion, phone call negotiation, comparing the market, and is constantly pushing behind the scenes for your welfare especially when it comes to insurance claims should one need it. Without hesitation I would highly recommend Jodie from ' Mad About Life 'for all your financial matters."

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

"Jodie has a very polite and positive attitude and always very welcoming. Jodie has help me with superannuation, preparing my will and estate and wealth creation. Jodie has also prepared budgeting advice and debt management strategies to assist in regaining financial control of our lives. I feel very confident with Jodie and the advice she has prepared. Jodie remains diligent and ethical in all her practices and provides her full attention and care when ever I require it. 10/10."

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

"Jodie and the team at Mad About Life have been an absolute delight to work with! Their expert guidance made a complex claims process seem so straightforward and we wouldn’t have been able to get the great result if it wasn’t for The Mad About Life team. They really went above and beyond for us. I high recommend them if you are looking for a financial adviser."

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

"Jodie has opened up my eyes, help give me confidence and guidance in my future financial decisions, with out her advise 12 months ago I would absolutely not be where I am today, I've reached so many of my goals and have absolutely not held back when it comes to recommendations."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My wife and I couldn't be happier with Jodie. Jodie is knowledgeable, great in explaining products and services, allowing you to question as much as you need to. At no point did we feel rushed or pressured. Her bubbly personality and flexibility are also great assets. Jodie is always available to provide assistance when required and when my wife had an accident Jodie sorted out the income protection in no time at all. GREAT ALL ROUND!"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jodie was recommended to us by a family friend at a time when we were extremely stressed and vulnerable, and we had no idea which way to turn. Jodie's guidance, patience and excellent advice, along with her friendship and wonderful, cheerful personality over the past two years has made an extremely difficult time in our lives so much easier. We are so grateful we found Jodie and her wonderful team."

  • Government Assistance
  • Superannuation
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Both my husband and I couldn't be more pleased with the services delivered by Jodie. Her friendly nature made her a pleasure to deal with and we found her to be very professional and knowledgeable. We feel very confident that we are in safe hands with Jodie managing our Super, Investment and Insurances."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We were listened to with what we wanted or not. We were advised around this, not judged or pushed into any direction we weren't comfortable and completely satisfied with. Our needs were met taking into consideration our specific situation and didn't feel like we were just being 'sold' to. We found Jodie very easy to talk to and work with in setting up our goals. Also very efficient and responding back asap with any enquiries we had."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 12

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
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Statement of Attainment (Financial Advice)

Level
0 - Training / Exam / Other
Institution
Mentor Education
Completed
2013

Statement of Attainment (Managed Investments and Securities)

Level
0 - Training / Exam / Other
Institution
Mentor Education
Completed
2013

Statement of Attainment (Life Insurance)

Level
0 - Training / Exam / Other
Institution
Mentor Education
Completed
2011

Statement of Attainment (Superannuation)

Level
0 - Training / Exam / Other
Institution
Mentor Education
Completed
2013

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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