Modern You Financial Planners

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Modern You Financial Planners, Financial planner, 720 Union Road, North Albury.

28/03/2025

🚗💼 Going the extra mile, literally!

In a world where technology makes it faster and easier to connect with our clients, we know there's no substitute for the power of a face-to-face conversation.

At MYFP and MYFP Support, we believe that the best relationships are built in person—so sometimes we jump in the car and hit the road to see our clients personally! 🛣️

Because for us, "going the extra mile" is more than a saying—it's our commitment to you. 💪✨

19/08/2024

I am humble and excited to announce that I have been chosen from my peers to be short listed for the FS Power 50 - 50 most influential advisers in Australia.

Thank you to all my peers who nominated me.

To all my family, friends, peers and community, can you please spare 30 seconds for casting your vote by clicking to the following link

https://www.financialstandard.com.au/fspower50?utm_source=EDM&utm_medium=Voting&utm_campaign=FS+Power50&utm_medium=email&utm_source=WildebeestNewsletter

"Live your dreams" - DTJ

Photos from Modern You Financial Planners's post

26/06/2024

We hope you are staying warm on these colder nights.

In our latest newsletter we discuss:

🥶Winter Update
💰The Federal Budget
– What it Will Mean to Me?
😀How to End the Financial
Year on a High Note
🤷‍♀️Who Needs a
Testamentary Trust?
🥳Living Your Best Life
in Retirement

MYFP On Demand

With the rising costs of living on the rise, we have many tools and educational material for our community on our Modern You On Demand located at www.modernyoufp.com. Please feel free to share these free tools and resources to somebody you may know who could benefit from them.

Words of Wisdom from Jeremy Gleeson Mortgage Broker Nectar Finance.
"A Home is more than just bricks and mortar, it is the starting place of love, hope, and dreams. Investing in your home, it is investing in your future."

Stay safe and stay warm.

12/05/2024

On behalf of the team at MYFP, we would like to say happy mother’s day to all those amazing mums out there.

24/04/2024

"They shall grow not old,
as we that are left grow old;
Age shall not weary them,
nor the years condemn.
At the going down of the sun
and in the morning,
We will remember them."

Lest We Forget🌹

24/12/2023

The team at MYFP would like to wish everyone a happy and safe festive season and happy new year.

10/11/2023

The team at Modern You Financial Planner’s are excited to announce that we are finalist in the IFA Excellence awards - Wellness program/ Initiative category.

The team would like to thank the following people for all of their support.
Sharon Walker, Paul Griffith and Steve K from Interprac Financial Planning.
Randell Smith – Prompt Plans
Dawn Thomas – The Wealth designers
Dr Angelique McInnes, Hari Maragos and Andrew Lane from CQUniversity

As well as all of our clients in the Albury, Melbourne and Bundaberg area.

09/09/2023

At Modern You Financial Planners we believe in supporting our local communities.

That is why we are thrilled to be sponsoring the Bundaberg Christian College festival this year.

To learn more how Modern You Financial Planners can help you create, live and protect the lifestyle you dream about, visit Jenn today at the BCC or visit www.modernyoufp.com

Modern You Financial Planners "They're MY Financial Planners"

27/08/2023

Meet our local Wide Bay contact Jennifer Laing.

In March 2020, Jenn commenced her Bachelor of Accounting, majoring in Financial Planning with CQ University, completing this in June 2023 with a Distinction after commencing her professional year with Modern You.

“What I enjoy most about being in the profession is the variety of work involved in helping people. One day I’ll be doing lots of little tasks, making sure advice has been implemented correctly, writing ongoing service agreements, sending emails, making phone calls, and then another day I’ll be writing the entire advice document, while on another day I’ll spend the day observing and taking notes in client meetings. However, my favourite task has always been balancing an asset allocation to the client’s risk profile.

I’m a born and bred Queenslander, and I’ve called Bundaberg my home for the last 7 years. I love the variety of agriculture in the region, and how the landscape constantly changes according to the seasons. One day there’ll be a huge stand of sugar cane that is tall and thick, and the next day it will be harvested and there’s a gaping great hole where it was and then the process starts over with the cane shooting through the trash and growing up tall again. I also love the variety of foods available in the region, particularly our macadamias, gelato and strawberries. I also love that I’m within driving distance of the beach to ground myself.

I am excited be a part of the MYFP team because our values align. I believe in keeping my promises, acting with integrity, and treating everyone like a human being and with respect. I also believe in going the extra mile for causes I believe in, and I am passionate about helping people. I’m also not averse to being pushed in the deep end and seeing what lessons can be learned from the experience. We bring affordable holistic advice to the people who need it, not just those who can afford it, and we do it while making them feel special “ - Jennifer Laing, Financial Planning Associate.

To find out more about MYFP visit www.modernyoufp.com or call Jenn today on 02 7233 0891.

24/08/2023

What makes Modern You different to other financial advisers? We treat our clients like Rockstars.

That is why the team is excited when we get photos from our clients enjoying their lifestyle in retirement that we helped plan.

Modern You Financial Planner’s – “They’re MY Financial Planners” offering real affordable advice for real Australians.
www.modernyoufp.com

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Modern You Financial Planners

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