Financial Advice

for Women, by Women.

Planning that inspires Life

 

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Who we work with­­­­­­­­­­­­­­­­­­­­­

Our clients are unique women at all different life stages (and some very wise men). 

Some are juggling their careers with the challenges of family life. Others are on their own, without a partner to rely on financially.

They are usually time-poor, lack money confidence and often come to us feeling stressed, anxious or worried about how life looks financially. 

No two stories are the same!

We help women with a variety of issues:
  • They're feeling overwhelmed by the burden of debt and can't find a way out
  • They're wondering where the money goes week to week and have no savings, even though they have a healthy income
  • They have no knowledge or confidence to invest in things they care about
  • They want to create wealth and a passive income, but don't know where to start
  • They want to buy property but want to know how, as well as the risks and benefits before jumping in
  • They'd love to retire, but don't know when or how without making a financial mistake
  • They need help in a difficult time to restructure following separation or loss of a loved one
  • They want to make wise decisions when managing an inheritance
  • They need to manage the ins and outs of the care of their loved ones
  • They're overwhelmed trying to decipher what government benefits are available to them, so they don't miss out on their entitlements

Quite simply, they need help from someone they can trust. 

 

Do any of these sound familiar?

If so, welcome, you're in the right place!

We can help! We’ll give you all the care and support you need to make life more simple financially.

So, let's get started.

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Learn from the past. Live in the present.

Create the future.

                  

Some simple steps

to  get you where you need to be

 

Step 1 - Connect. We have a quick, complimentary chat by phone to make sure we’re a good fit and if we can help you.

Step 2 – Collect. We’ll get together to work through your current situation, identify challenges, explore what’s important to you and brainstorm the things you’d like to achieve.

Step 3 – Create. We’ll work our professional magic by identifying different ways we can help you achieve your financial and lifestyle goals and present strategies to get you on track.

Step 4 – Collaborate. We’ll agree on the optimal strategy, the steps we need to put in place, the timeline we'll commit to and put together a financial plan for you to follow.

Step 5 – Commit. As a team we'll work together to make sure your initial plan is set up, put in any place any strategies, investments and action items to set you up for success.

Step 6 – Customise. We'll be here to help you navigate and optimise the plan as life moves ahead to ensure you stay ahead financially and maximise your opportunities.

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When women support each other, 

incredible finances happen

                  

Hi, Michelle and Anna here, the founders of WOW

We’re so happy you’ve found us and we can't wait to welcome you on board!

We’ve created Women on Wealth as a full-service, boutique financial planning practice specifically catering to the needs of women. 

Our goal is to create a space where you can talk openly and honestly about your hopes, dreams, and fears for the future. A place without judgment, where regardless of your personal starting situation, we can help you make progress financially.

This is your place - where you can learn about and understand money, create your own story and enjoy a financially trouble free life.

  

So why choose Women on Wealth?

 As women ourselves, we have so much in common with you. We have a unique perspective of your financial needs.

Whether you have a need to look after yourself, your loved ones, your workplace or your community, we understand! We know the challenges of managing everyday life as busy women with multiple obligations.

We feel your need to have certainty and security for the future.

We speak your language.

We also both have financial careers spanning across decades, so you can have complete confidence that we know not only you, but also how to teach you to create magic and confidence with your money now and into the future.

 We will approach your situation with care, compassion and a whole lot of wisdom to ensure your plan is tailored specifically for you.

 

 

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No matter what age you've found us, we'll be here every step of the way.

Explore some of the services we offer to assist you with some big financial decisions.

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About our Financial Advisers

 

Michelle McKindlay

MFinPlan, DipFMBM

When I was 5 years old, I wanted to be Wonder Woman when I grew up and make the world a better place. Thankfully my life is not as dangerous as Wonder Woman's... but it certainly still feels action packed!

Like a lot of today’s women, I have a super busy schedule running a family and a business, as well as finding ways to be involved in our community.

I have a love of learning and am always looking for ways to improve my skills. I hold a Masters degree in Financial Planning, as well as a Diploma of Finance & Mortgage Broking Management.

My work passion is making something complex on the outside into something easy on the inside. I love working through financial challenges and creating amazing solutions that have the power to change my clients lives!

Outside of work I love the great outdoors. My heart is happy when I'm spending time with my husband, kids and doggies! We enjoy camping, 4x4 adventures, bike-riding, AFL and lazy days on the water. This helps recharge and reinvigorate me after a busy week at the office.

Anna Johnston

BComm, ADFP, CFP

I spent my childhood dreaming of being a sophisticated air hostess and visiting exotic locations.

Things didn’t quite go according to plan, however I get great joy and satisfaction in making those exotic locations a reality for many clients in their lifestyle planning! After all, my philosophy is that money should be a source of comfort, rather than a source of stress.

I do treat myself to some beautiful trips along the way too, because like many of the women I work with as clients, work life balance is a personal priority.

I hold the internationally recognized Certified Financial Planner designation, an accomplishment I'm incredibly proud of given the challenges of being a busy mum whilst studying.  I also hold a Bachelor of Commerce and Advanced Diploma in Financial Planning.

I enjoy reading, bushwalking, yoga and I'm a proud soccer Mum. More recently, I've also found a new passion in sculpting to enjoy mother-daughter time with my youngest bundle of joy. 

              

FAQ's

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IMPORTANT INFORMATION

Women on Wealth Pty Ltd, ABN20608228440  is a Corporate Authorised Representative of Michanna Wealth Pty Ltd, ABN 33 641 286 277, Australian Financial Services Licensee 524015

General Advice Warning

Any advice contained in this website is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice in regard to those matters.

Tax Advice Warning

Our advisers are qualified tax relevant providers. We may discuss tax implications of certain financial products, and benefit payments where the advice is:

  • provided in the context of the personal advice given to you, and
  • part of the financial advice which interprets and applies the tax laws (including tax, superannuation and SMSF laws) to your personal circumstances.

If you require advice in relation to liabilities, obligations or claiming entitlements under a taxation law, you should seek advice from a registered tax agent. You should consult an appropriate taxation adviser for tax issues outside of Australia.

 

CONTACT DETAILS

 Location

Shop 2, 58 Railway St, Mudgeeraba Qld 4213

Mailing Address

PO Box 207, Mudgeeraba Qld 4213

Phone

1300 WOWEALTH (1300 969 325)

 

 

 

 

 

 

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