Megan Neale

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 adviser Ryan 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.