All posts by financechicks

Amanda Cassar is a Financial Adviser and Director of her business Wealth Planning Partners, helping clients Australia wide with "The WPP Way: Secure, Build, Succeed." She believes in mindfulness, being present, gratitude, philanthropy and good old fashioned common sense when it comes to finances. She is also a mum to two, loves holidaying locally and abroad, drinking good wine, enjoying great food, doing a spot of scuba diving, gathering herbs from the vegie patch or cooking up a storm in the kitchen. Proud supporter of The Hunger Project and Hands Across the Water.

The Gift of a Story!

If you believe in romance, then Ann-Marie’s story may take your fancy…

From a private airline hostess in Australia to the Amalfi Coast, Ann-Marie’s saga started the way of most fairy tales!  Swept off her feet by a German Count, she said goodbye to Australian shores, moved to Germany and proceeded to deliver luxury cars around Europe for her new father-in-law’s dealership.

A Champagne lifestyle followed as she jet set her way through Europe living it up as part of the Von Douglas Clan, the European branch of the Scottish Black Douglases.  Life was good, the Douglas women didn’t work… and travel to exotic locations was an integral part of the life she now led.

However, it turns out that not all fairy tales end with ‘and they all lived happily ever after…’

Anne-Marie has been kind enough to share her story with me in my book of how she went from the jet set, moved back to Australia to raise her daughters and to living on a much more modest ‘beer sized’ budget today.  She shares the best financial advice she’s ever been given and how to prepare for the unexpected.

And if you want to find out how Annie and I stay connected, I guess you’ll just have to pick up a copy of Financial Secrets Revealed.  I have plenty of stock on hand (just in time for Xmas) or good book stores and online shops all have copies.

 

Kicking Goals!

It’s kind of hard to believe that it’s already been a year (this week) since my trip to Malawi with The Hunger Project and 15 amazing women.

Learning firsthand the magic of mindset and what a difference it’s made as people become empowered to take charge of their own futures was a powerful lesson and made me think carefully about my own limiting beliefs.  And although I’ve kicked a few to the curb, there’s always more to add to that list!

Meeting the amazing villagers who had all lived in abject poverty and yet were stepping up into leadership positions to empower their communities was incredible to be part of.

Transformational Leadership isn’t just about fearless leaders rocking social media but everyday people making a difference in the lives of others – they’re the true rockstars.  And it certainly put the privilege I’d been born into, into stark relief.

I remember thinking that certain awards were ‘out of my league’ or that ‘I’d never be as amazing as that person’ or that ‘I couldn’t do what they’re doing!’  So I chose to question all of that and set some goals of my own.

I wanted to travel more, write a book, do more public speaking, stay involved with The Hunger Project and have an award winning financial planning practice, and what’s really cool… is in the last 12 months, I ticked all those boxes.  It’s only now that the memories are coming up in my Facebook feed that I’ve realised how far I’ve come… and what I still have to go!

Time to set some more Big Hairy Audacious Goals and get kicking!

What are you planning to set up for yourself in 2018?

 

Thanks Foxy!

Well, today’s the day that I received my final copy of my manuscript back from the publisher!  How cool is that??

I’ve cast my eye over the final copy, the book cover and we’re ready to hit the print button.  Can’t hardly wait!

I’ve had some amazing mentors through this writing journey with the fabulous Andrew Griffiths coaching along the way and Michael from Hanrahan Publishing providing guidance and accountability along the publishing path.

I’d also love to do a shoutout to Brad Fox for putting together the Foreword of my book Financial Secrets Revealed.  We first met ten years ago when Brad was starting out in advice and it’s been great to see his journey and transformation over those years.

As he points out, you won’t find any get-rich-quick schemes in the book, but it’s all about questioning your relationship with money which is something we all need to do – and preferably sooner rather than later.

As Brad says, ‘money is an enabler’ so what will you find to do with it?

Hopefully, I’ll be giving you the link to purchase in the very near future!

#FinCon17

So tomorrow I embark on adventure! (Ok, another one…)

A few years ago, I first heard about FinCon, a conference in the USA where money nerds,  and finance bloggers unite, and I figured I just had to be a part of that!… sometime.

I’m all about learning how to create more amazing content for my online platforms, and how to best promote this valuable information to reach my audience with marketing techniques, branding and networking.  I’d also love to pick up a few tips on pod-casting and interview some of the amazing people in my upcoming book Financial Secrets Revealed in a series.  There’s always so much to learn!

This year, the conference is being held in Dallas, Texas, meaning I’m taking one of the longest flights ever to get there!  A couple of years ago, this was a 17.5 hour flight and the longest flight on earth!  (Sydney – Dallas)  It’s now 15.5 hours long and has been pipped by an Auckland – Dubai trip, with more routes being offered that will beat that again in the coming year.

There’s a contingent of a few Aussies I know from the financial services profession, from advisers to product providers, who are also heading over and we’re sure to be picking up some amazing tips and sharing ideas amongst ourselves as well.  We might even fit in a a basketball game!  I hear the Philadelphia 76ers are playing the Dallas Mavericks while we’re there…

We’ve downloaded and signed up on the app, introduced ourselves and are ready to roll.  One more sleep and I’m off!

Now, I’m no stranger to long haul flights but would love to hear any tips you have for how you manage to stay sane onboard… and if there’s anything you’d love me to ask the amazing presenters and sharing crew at FinCon too.

BOOK CHAPTER TEASER! MEET AMY NEESON!

So my new book Financial Secrets Revealed covers off financial tips from Business Gurus and Financial Geniuses, and that may interest you… but what about the everyday battlers?  Those heroes who go about their lives trying to make ends meet and make a difference…

I’ve included the amazing story of Amy Neeson, who’s had more than her fair share of ‘tough luck’ thrown her way and ask how she handles her finances.  I’m talking family cases of open heart surgeries, hernia, melanoma, intellectual impairment, broken bones, flesh eating amoebas, heart disorders and more…  Seriously!

I delve into her (ok, our) family life growing up (she is my sister!) and how she’s handled financially all the massive hurdles thrown their way.

She also lets us know what advice she’d love to leave for her children to follow and the best financial tips she’s ever been given.

Financial Secrets Revealed is in it’s final stages of edit and will be ready to order in the near future.  I hope you’re excited to get your hot little hands on a copy when they’re available!  Not long now!

Book Chapter Teaser! Meet Jenny Brown!

Ever wondered what secrets an award winning financial adviser shares with her clients?

Meet Jenny Brown, an amazing adviser based in Victoria who features in Financial Secrets Revealed.

Jenny shares her story of growing up in a rural area in southern Australia and being taught that ‘money didn’t grow on apple trees’ seeing they were surrounded by orchards.  She shares how delayed gratification and working hard for what you wanted was just how things were done.

We follow her journey from advertising and into financial advice and the best advice she was given along the way from some of her mentors.

I love Jenny’s main advice tip to just ‘Get started.’  As we know, there’s never a perfect time.  Don’t worry about if it’s too late or too early, just begin your financial journey and don’t be afraid to ask for help along the way.

If you want to learn more about Jenny’s story, what she thinks about budgets and business plans, and her favourite form of investment, then get ready for Financial Secrets Revealed where you’ll learn so much more.

Stay tuned, book release date isn’t too far off now!

Book Chapter Teaser! Meet Emma Isaacs!

Just one of the amazing people I’ve interviewed for my new book, Financial Secrets Revealed is the lovely Emma Isaacs, mother extraordinaire and global CEO of the fabulous Business Chicks network.

Amazing Emma shares the stories from her early life that impacted her financial abilities and the role her grandfather played in her financial education.

Her entrepreneurial journey started very early and while her friends were out partying, she was the one working.

Emma discusses her personal financial setbacks candidly along with the best financial advice she’s ever been given and just how she and her husband tackle the family finances.  With five kids and a hectic travel schedule, you’d have to be on top of that!

With a lot of ugly stigma around money, being open and honest with each other works for the Isaacs.

I also love her top financial tip – “it doesn’t matter how much or how little you have, it’s about building a discipline and building your confidence around money and investing.”

If you’d love to learn more about Emma’s financial journey, her favourite form of investment and the advice she’d like her beautiful kids to learn about money, just stay tuned.

Financial Secrets Revealed will be able to be ordered in the coming weeks, and I can’t wait to share Emma’s story and so many more with you!