Women On Wealth

Women On Wealth

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Financial Planner & Wealth Management Firm Women On Wealth don’t have a mould that our clients have to fit into. Every client is different.

Women On Wealth is a full service, boutique financial planning practice for clients who are looking for clarity and guidance on their financial world. We focus on educating our clients on the many options available because we believe that with the right knowledge you have the ability to protect and create your ideal lifestyle. Company directors Michelle and Anna have over thirty years combined exp

09/10/2023
15/08/2023

Michelle picked up this cute little print from a local artist, Clare Johnson, from the markets at Tyalgum in Northern NSW.

It has the caption written below "The wheels kept falling off, but she sailed on regardless".

Don't you think this is quite apt for every day life? Things don't always go according to plan, especially when it comes to money!

At the start, you create a meticulous budget spreadsheet, feeling like a financial wizard.

But then life goes, "Oh, you budgeted for dinner, but let's throw in a surprise car repair, shall we?"

Or perhaps your determination has gracefully bowed out. You find yourself browsing through online sales, or planning extra holidays with your savings account side-eyeing you like, "Hey, remember me? I used to be full!"

Planning for lifestyle, as well as retirement can be a financial balancing act that makes Cirque du Soleil performers look like amateurs.

It can be a hilarious (and often frustrating) dance of unexpected expenses and financial adventures.

The secret is to embrace the financial follies and learn from them.

Even when the wheels have temporarily fallen off, you can find a way to get back on track... and sail on regardless.

19/07/2023

What will it take to allow you to live your "best life" every day?

08/03/2023

So delighted to unexpectedly receive these beautiful flowers (yes they're the actual flowers!) from our terrific clients. We were delighted to help them secure finance for their dream home!

It's such an honour to be able to be there every step of the way as our clients achieve the big goals they've worked so hard for.

Well done, congratulations and we're looking forward to the housewarming party!


08/03/2023

Ladies, we want to celebrate YOU!
You're amazing and so very capable.
Here's to everything you've achieved so far... and all that the future holds for you.

06/03/2023

Photos from Women On Wealth's post 28/02/2023

👀 Seriously....did you know that if you were to save just $5 a day, at a modest earnings rate of just 5% compounding monthly, over a working life of 21 to 67, you'll have an extra $325,644 for your retirement! Do your sums - you only saved $83,905 over that time, but you've got $325,644 at the end!!

And if you got a 7.5% compounding return instead, that's a whopping $733,588 saved for your future!

The sooner you get started the better!

Spread the word... you can do it!

16/02/2023

Is it time to let a professional help you take charge of your financial future?
Our ladies really care about their clients and help get them on the right path for a better tomorrow.

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Location

Telephone

Address


Shop 2, 58 Railway Street
Mudgeeraba, QLD
4213

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm