Money Mechanics with Scott Malcolm

Unpacking Financial Life Planning with Amanda Pond


Listen Later

Amanda is a Fellow Chartered Financial Planner with Smart Financial in Nowra and Shellharbour. She is also a Registered Life Planner with the Kinder Institute of Life Planning.


Amanda believes the most important key to financial success is understanding what your purpose is and what you need to live a full life (what you want to be, do and see) and that once you understand what it is that drives you, you are more likely to be able to make a plan that you will stick too.


Amanda’s passion for delivering the highest quality of advice was recognised in 2016 when she was awarded the AMPFP NaVonal Value of Advice Award. She was also a semi-finalist in the AFA Female Excellence in Advice Awards in 2017.


Amanda has been a proud supporter of the Cancer Council Financial Assistance Pro Bono program since it was established in 2010. She has assisted countless cancer sufferers with insurance claims, accessing their super and applying for financial assistance with their loan providers.

Resources:

https://www.kinderinstitute.com/

 

Connect with Amanda here:

LinkedIn: https://www.linkedin.com/in/amanda-pond-rlp-fchfp-348b3646/

Website: www.smartfinancial.com.au

 

Thanks for listening!  We love your support, please subscribe, review, comment and share this episode to help empower and educate more folks around the money stuff!

 

Check out more about us here:

www.moneymechanics.com.au

www.scottmalcolm.com.au

Check out our Financial Service Guide and Privacy Policy here.

 

Follow and like us on socials:

Instagram: @moneymechanics

Twitter: @moneymechanics

 

Money Mechanics Pty Ltd (ABN 64 136 066 272) is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd (ABN 47 097 797 049) AFSL and Australian Credit Licence No. 236523

 

General Advice Warning Information in this podcast has been prepared for general information purposes only and not as specific advice to any particular person. 

 

Any advice contained is General Advice and does not take into account any person's particular investment objectives, financial situation and particular needs.  Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances.  Past performance of financial products is no assurance of future performance.  Product Disclosure Statements contain information necessary for you to make a decision whether or not to invest in financial products which may be mentioned in this podcast.  

 

Ideally we suggest you speak with a licensed financial planner and seek out personal advice!

See omnystudio.com/listener for privacy information.

...more
View all episodesView all episodes
Download on the App Store

Money Mechanics with Scott MalcolmBy Scott Malcolm

  • 5
  • 5
  • 5
  • 5
  • 5

5

2 ratings