Your Wealthy Life 89-91 Murray Street, Gawler, South Australia 5118
About the Business
Welcome to Your Wealthy Life, located at 89-91 Murray Street, Gawler, Australia. At Your Wealthy Life, we believe in doing something today that your future self will thank you for. As a finance establishment and point of interest, we are dedicated to providing authentic and transparent financial advice to our clients.
Unlike standard financial planning firms, Your Wealthy Life was founded with the goal of creating a client-focused environment that promotes financial literacy and understanding. We want our clients to be educated and empowered when it comes to their money. We believe that everything is a choice, and we help our clients understand the impact their financial decisions have on their future.
Our team works closely with each client, getting to know them and their goals. We speak in your language, ensuring that you fully understand the advice and recommendations we provide. Our mission is to keep you and your loved ones financially stable, giving you the confidence and assurance to face any emergency that may arise.
Are you unsure if you're making the best choices when it comes to your finances? Do you need an accountability partner to guide you? We are here to help. Your Wealthy Life can assist you in gaining control of your finances, building your wealth, and planning for a secure future. We offer a friendly, transparent, and safe environment where you can discuss your financial concerns and goals.
Please note that DFS (Ipswich) Pty Ltd T/a Your Wealthy Life and its advisers are authorised representatives of Fortnum Private Wealth LTD ABN 54139889535 AFSL 357306. The information provided on this website is of a general nature and does not consider your personal circumstances. It is important to seek professional financial advice specific to your situation before making any decisions. Always refer to the relevant Product Disclosure Statement for full details on risks, terms, and conditions when considering any financial product.
Choose Your Wealthy Life for real advice and a brighter financial future. Contact us today to start your journey towards financial success.
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Location & Phone number
89-91 Murray Street, Gawler, South Australia 5118, Australia
Reviews
"As an accountant for over 20 years I’ve met and worked with many financial planners and I can honestly say Megan is one of the best. Having Megan as our financial planner I love that she does her research, she understands our needs, she gives us absolute confidence in the process and we know that she genuinely cares about our financial success. Without a doubt one of the best around!"
"Just wanted to say how happy we have been with Megan's services. Prior to engaging Megan we'd known her for a number of years and felt extremely comfortable with her honesty and professionalism. When the time came to hand over our financial Planning to her the decision was simple. So far we've been so greaeful for the advice we've been given and are confident that we will reach our financial goals for retirement much sooner than we had anticipated. We are so looking forward to continuing our relationship with Megan and her team. Angelo"
"If you want someone who knows their stuff and is also a really nice person, you cannot go past Megan. Over the 2 years I've known her, I've only ever known her to be a wealth of knowledge, super motivated and always kind."
"I have known Megan for a number of years. Megan is not only someone I have referred my own clients to for financial planning advice but also someone who has assisted my husband and I with our own personal risk insurance. She explained what was involved and what was needed in simple understandable terms with comparisons on the different ways to achieve the same result."
"When Megan chose to collaborate with us on the development of her Your Wealthy Life brand strategy, we were immediately struck by how clear she was on her purpose. One year on, not only has she continued to deliver on her vision to empower everyday Australians to make informed decisions about their finances, but she has grown her team to provide consistently excellent customer service and attention to detail. We are passionate about partnering with companies that share our culture and values, and we look forward to seeing Megan and her Your Weathy Life team go from strength to strength."
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