Home Page - Slide 1.jpeg
pablo-8.png
Home Page - Slide 1.jpeg

Our Services


We provide educational programs, tools and financial services to help raise the money intelligence level or financial literacy of Australians. 

SCROLL DOWN

Our Services


We provide educational programs, tools and financial services to help raise the money intelligence level or financial literacy of Australians. 

WHO WE SERVE

The common theme among all our clients is that they have taken personal responsibility for their finances.  This is the first step in the 6 step path to MoneyIQ Financial Transformation.  

They realize that they need to do something to get their finances in order and ensure they have sufficient funds to retire with dignity and maintain their current standard of living.  The majority of them range between the ages of 35 to 55 years of age. They come from a range of industries but most tend to be more "right brained" people (architects, designers, artists, film directors and producers, actors, HR managers). They are highly creative and are good with people, but not very good with finances and numbers. That's where we come in and help them with money management and investments. If you are a "right brained" creative person, we want to help you achieve your financial goals. If you want to be financially free of the pension and maintain the current lifestyle you are currently enjoying, then you really need to start building your wealth when you are 35-40 years old not at 50. Find out below how we can offer you practical financial advice.

“Susan is open minded, well informed and skilful. She consistently impresses me with her passion for her work and the quality of her advice. Her knowledge and expertise is underpinned by her commitment to continuous learning to ensure she delivers the best value to her clients.”
— Sarah Cornally, Speaker, Leadership Consultant, Author & Former President of NSAA

HOW WE SERVE THEM

We all know that knowledge is the key to transformation. Knowing what to do but not how to do it is useless.  We believe that the key to change is Knowledge AND Action. To assist our clients with their financial transformation, we have 2 practice divisions to help implement the financial goals and plans.  They are also founded by Susan Wahhab so you can be certain that they are aligned to the same philosophy of Money Intelligence®.    

Financial Education

We offer a range of educational programs and tools to help people raise their level of money intelligence® or financial literacy.  We offer a series of educational free seminar, courses and retreats.  

 

Financial Advice

Money Intelligence Finance is a financial planning firm founded by financial strategist and author Susan Wahhab and CPA and Financial Planner and CPA Wendy Kayal. As Authorised Representatives of  Spectrum Wealth Advisers (ABN: 15 134 661 706), AFS Licensee No. 334400, they can provide financial planning, SMSF advice, insurance and investment advice.  

 

Accounting & Tax Advice

Winner Partnership is a Financial Services firm in founded by financial strategist and author Susan Wahhab. The practice offers tax, accounting and bookkeeping services to investors and entrepreneurs. 

Avril Henry.jpg
“Winner Partnership has provided sound, innovative financial advice to me over the years. In particular, I have found Susan to be highly professional, providing high-quality, innovative financial advice whilst maintaining integrity. Susan has a strong client service ethic.”
— Avril Henry, Keynote Speaker, Author, Winner of Lifetime Achievement in HR Award (AHRI)

FREE MoneyIQ Quiz

The MoneyIQ Quiz is a quick and easy way to get invaluable and interesting insights into what type of money person you are and what you can do to increase you MoneyIQ. It is uncannily accurate.  Do the quiz now!

 


pablo-8.png

I invite you to connect


 

I invite you to connect