Megan Neale

Dobbrick Financial Services (Ipswich)

Platinum
13 Yrs Experience
Ipswich, QLD 4305
4.97
39 Reviews
5
4
3
2
1
5.00
Clear communication
4.97
Knowledge & expertise
4.95
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 39

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5.00

"Megan has been a wonderful support to my mum and our family. She brings not only deep financial expertise but also warmth, kindness, and patience to every meeting. She takes the time to explain things clearly and thoroughly, which helps Mum (85 years) feel genuinely heard, respected, and confident in her financial decisions. Megan’s approach is thoughtful and reassuring—we always walk away from our conversations feeling well-informed and at ease.

She’s also provided me with excellent advice around my own financial situation. I really appreciate how she balances the technical side of financial planning with genuine care and attention to individual circumstances. Her guidance has been clear, empowering, and incredibly helpful.

We are so grateful for the care and attention she puts into her work. I couldn’t recommend her more highly to anyone looking for a financial adviser who combines professional knowledge and insight with genuine empathy."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have had Megan as our advisor since the team expanded. Originally she sat in with Ryan, but now handles us with care, concern and patience. As we are rural, our meetings are generally zoom meetings where she has to bear with our inept ability to set up properly. Megan explains all elements and answers questions breaking things down to normal speak. Her advice has been great with considerations in all aspects of our situation taken into account. Very pleasant and professional with a caring and helpful manner."

  • Superannuation
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Megan is an outstanding planner. She covers all the bases and makes you feel comfortable at all times. Couldn't recommended her more highly."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Excellent communication with explanation of the super fund. And positive financial advice to follow up with Megan later."

  • Superannuation
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have been clients of Dobbrick Financial Services for many years when Megan became our adviser. From the very beginning she has shown interest in who we are and what may work best for us. She has given advice on areas of financial aspects we hadn't thought about and always steered us in the right direction to ensure our long term financial future. We feel we have a very good relationship with Megan allowing opportunity for open and clear discussions and decisions. We would highly recommend Megan to anyone looking to ensure to create a sustainable financial future."

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Navigating the world of "superannuation, finance, investments & pending retirement is to say the least "terrifying" but we are so fortunate to have Megan on our side. Megan's knowledge of all these categories fills us with the confidence to move forward. We are long standing clients of Dobbrick Financial Services & have not been disappointed with the continued quality of service & professionalism. We would not hesitate to recommend all the team at Dobbrick's."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My wife and I were existing clients of Dobbrick Financial Services when Megan joined the team. Megan's energy and listening ability as well as her personable manner was refreshing and instrumental for us to determine our future needs. Her team have collaborated to assist and have gone over and above on occasions. We would happily recommend Megan to future clients."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Property Investment
  • Complex Investments
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend

Review history

5.00

Malcolm, 56 - 65 years, Asquith, NSW

"My wife and I were existing clients of Dobbrick financial services when Megan joined the team. We were delighted with Megans fresh energy, her knowledge and her easy collaborative style while still managing to communicate complex issues simply and clearly.

I/We would not hesitate in recommending Megan to future clients."

5.00

"I met with Megan after recently going through a change of circumstances which meant I had to completely re-evaluate my financial situation and re-define my goals. In my first meeting with Megan, it quite literally felt like a weight was taken off of my shoulders. Not only was she extremely knowledgeable in various facets of finance she was also incredibly personable and down to earth. I cannot thank her enough for her help and I genuinely look forward to working with her in future on my financial goals."

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Borrowing
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My husband and I were existing clients of Dobbrick financial services when Megan joined the team. Megan's energy and listening was essential for us to determine our future needs and her team have collaborated to assist and have gone over and above on occasions. We recommend Megan to future clients."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Working with Megan Hodge has been an absolute pleasure, and I couldn't be happier with the level of service and expertise I've received.

From day one, Megan has demonstrated a deep understanding of my financial goals and tailored a comprehensive plan to help me achieve them. She is exceptional when it comes to communication and has made many complicated ideas and process easy to understand. Their knowledge of the financial markets, investment strategies, and tax implications is truly impressive. I've learned so much throughout our partnership, and I feel more confident about my financial future than ever before.

Highly recommend!"

  • Superannuation
  • Insurance Protection
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 39

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting