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About Us


Money Intelligence is a financial education organisation lead by an enterprising female CPA, Tax Agent and Financial Advisor, Susan Wahhab.  Susan is a Thought Leader on how Australians can live in a future without the pension.

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About Us


Money Intelligence is a financial education organisation lead by an enterprising female CPA, Tax Agent and Financial Advisor, Susan Wahhab.  Susan is a Thought Leader on how Australians can live in a future without the pension.

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Susan Wahhab

Susan Wahhab is a thought leader and financial strategist with an uncanny ability to create lateral solutions to complex tax and financial problems.  She established her financial services practice - Winner Partnership - in July 1995 using a $15,000 overdraft secured by her parents’ home. She is a CPA, Authorised Financial Advisor, SMSF Specialist, Tax Agent and Property Advisor.

Susan was born in Jerusalem to a Palestinian Christian family and grew up in Ramallah, Palestine in the 1970s and 1980s before migrating to Australia in 1986. She grew up listening to stories about money and business. Meeting her parents' Jewish Israeli friend, Eli at age six transformed her life and her family's. 

Susan shares her personal and business story in her finance book Money Intelligence®. She weaves her parents business and money story in the book as she unveils how the average person can get free from debt, build long-term wealth and retire in comfort and dignity.

 
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Money Intelligence Academy

After spending 25 years immersed in the world of money, CPA and Financial Strategist Susan Wahhab realised in 2014 that it was time for her to share her financial knowledge and wisdom about money with her clients. As a result of having thousands of conversations with people from all walks of life and hearing their concerns about money, Susan concluded that lack of financial knowledge - what she calls MoneyIQ or Money Intelligence® - is what's stopping people from realising their personal and financial potential. 

After she finished writing the book, Susan realised that Money Intelligence® is not only for her clients, it's for every Australian. She realised that she needs to take this Money Intelligence® philosophy to the wider community. What followed is the Money Intelligence® Academy. The Academy's mission is to raise the level of society's MoneyIQ by providing seminars, online programs, retreats and educational books. 

Beautiful. Practical. Confronting.
Beautiful - It’s odd that I should be describing a book on financial planning “beautiful’! And yet this is a beautiful book, illustrated with gorgeous black and white drawings and stories about Susan’s colourful family history.
Practical - This is a book every leader should read in order to understand why personal financial security is a critical skill, and what to do about it. Susan’s explanations and client case studies bring her teaching to life.
Confronting - I thought my financial affairs were in a pretty good state. Now I know there’s more to do! Thankfully Susan has told me how to do it! Read this book and build your Money Intelligence.
— Corrinne Armour Director Fearless Leadership Author, Speaker, Mentor

A FUTURE WITHOUT THE AUSTRALIAN GOVERNMENT PENSION

Susan Wahhab is a thought leader on the "future without the pension".  Her message is simple and clear: "future Australian governments will not be able to afford paying the old age pension to a growing ageing population (over 3.3 million are over 65 years of age in 2017)"She foresees that Australians will be forced to accept the pension as a safety net rather than the right of every retiring Australian. Therefore taking personal responsibility to secure their financial future will be the only option available for the younger generations. Western governments including Australia have been divesting from public institutions the since the 1970s to pave the way for "smaller government and bigger business". This means that the government will not be there for the average citizen in the coming decades as our politicians "sell the farm" to the highest bidder. We need a plan to secure our pension because our government is not. Your plan begins with getting financially educated so you can make money intelligent decisions. 

Susan is available for comment to the media.  Request the media kit to learn more about Susan Wahhab.

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This book is not your normal money saving and investment books in the market. It’s written in a very simple fashion that a person with no financial background can understand. The writer has included her own family story of struggle that for me as a migrant myself is very touching. The mix of a personal story (very interesting one) , client sample cases and the finance idea’s for building a self funded retirement created a book that you want to follow to the end . This book is emotional , inspirational and recommended to any one interested to build wealth or need inspiration to forge forward and build a better future for themselves and their family.
— Shahin Azizmohamad SAP HR/PY Consultant

8 Ways to Outsmart the Banks e-book by susan wahhab cpa

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