Megan Hodge

Dobbrick Financial Services (Ipswich)

Platinum
12 Yrs Experience
Ipswich, QLD 4305

Meet Megan

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.

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

My fees

I offer a free initial consultation for potential new clients.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.97
  • Number of reviews 32
  • First year providing advice 2012
  • Years of experience 12
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Dobbrick Financial Services (Ipswich)

110 Limestone St
Ipswich, QLD 4305

Dobbrick Financial Services (Your Wealthy Life)

110 Limestone St
Ipswich, QLD 4305

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Fortnum Private Wealth Ltd

AFSL 357306