Megan Neale
About Me
I’m a passionate believer that the right financial advice can make a real and positive difference to all those that seek it.
Committed to dispelling the myths and misconceptions surrounding the financial planning industry, I enjoy working closely with my clients to help them make the often-complicated world of finance, a not so daunting notion. I am here to listen and understand your goals and concerns and help present a holistic view of your situation, with the end result being a plan we can work towards together.
Finding someone you can trust with something as important as your family, finances and future can be difficult, which means being honest, transparent and a friendly face is the way in which I approach every client interaction.
Areas of Focus
- Aged care
- Cashflow management
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 12 Years
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Licensed By Fortnum Private Wealth Ltd