Megan started her working life as a Food Technologist and changed careers in 2000 after realising the importance of financial independence and the choices this creates.

She chose financial planning as her career as she wanted to help people achieve their vision of financial freedom.

Megan has worked in various businesses including accounting, banking and consulting which has provided her the opportunity to develop extensive technical knowledge.

Having worked in the financial planning industry since 2000, my knowledge of the industry was acquired working in various areas including accounting, banking and consulting which provided me with the opportunity to develop a broad technical knowledge.

Financial planning to me is about helping people understand and take control of their personal situation and assisting people to achieve real change in their lives. I feel strongly about the importance of being financially independent and the choices this provides and find it very rewarding to be able to empower clients to achieve financial security and meet their goals.

Megan’s ideas of Financial Freedom

The freedom to do the things I enjoy without worrying whether I can afford to do them.