Women On Wealth

Women On Wealth 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

erience in financial services and have worked with hundreds of people to help them reach their goals. Coming from the corporate world, they saw that many clients were frustrated with feeling like a number and preferred to have a more personalised service with someone who would take the time necessary to get to know them, understand what they were trying to achieve and put smart and measurable strategies in place. At Women On Wealth, your journey starts with a complimentary, obligation free consultation where we get to know one another, explore opportunities and see if there are areas where we can add value. We help our clients understand their money and its place in their world, its effect on their future plans and identify areas they could be doing better. From there where appropriate, we can go on to provide solutions and strategies in an easy to understand language so our clients feel in control rather than overwhelmed. We cater for all people at all different stages of life. Everyone has unique needs, different dreams, different concerns, different levels of financial understanding and different levels of current financial wealth. Therefore, we offer a fully tailored service that is just for you. To begin your own personal journey call us today to arrange your initial complimentary meeting.

09/10/2023
Michelle picked up this cute little print from a local artist, Clare Johnson, from the markets at Tyalgum in Northern NS...
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.

What will it take to allow you to live your "best life" every day?
19/07/2023

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

So delighted to unexpectedly receive these beautiful flowers (yes they're the actual flowers!) from our terrific clients...
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!


Ladies, we want to celebrate YOU!You're amazing and so very capable.Here's to everything you've achieved so far... and a...
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

👀 Seriously....did you know that if you were to save just $5 a day, at a modest earnings rate of just 5% compounding mon...
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!

Is it time to let a professional help you take charge of your financial future?Our ladies really care about their client...
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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15/02/2023

What opportunity would you like to create?

Let's get started...

14/02/2023

What's your plan for a rainy day?

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

Telephone

+611300969325

Website

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