About Help My Wealth
Why we do it for YOU?
At HMW, we want you to succeed in your financial goals, whether it’s saving for a home, starting an investment plan, or something else. We’ll teach you how to manage the pain points of a strategic plan by helping you understand the basics of money and how to take control over your Finances.
We will give you the confidence to empower yourself with the right tools to create wealth and make your own financial choices.
The purpose of Help My Wealth is to provide you (our community) with a program designed to assist you in taking the next step in your financial and life journey and doing this quicker and safer than you could ever have done on your own.
“Programs tailored for you!”
The Help My Wealth Team
Stephen is an experienced mentor and coach. He is passionate about journeying with people and helping them create a better future for themselves and their families.
“I love coaching and mentoring and seeing my clients achieve their financial and personal goals, becoming the best version of themselves”.
Stephen is the founder of 3 companies that he continues to be actively involved within. He is married with seven children ranging from the ages of 7 to 25 and enjoys reading or watching a good movie in his downtime.
Hayley is a student at the University of Newcastle. With almost three years of experience studying Laws and Business with a focus on marketing, she has found it to be an interest of hers. She believes everyone should have the opportunity to develop a robust financial literacy. Yet, this is something very few people get taught, even at school or university. Still, financial literacy is essential to financial wellness and success.
Hayley’s goal is to assist you in your journey to financial wellness and success and do so as smooth as possible, helping you achieve your wealth-building goals.
Our Experienced Content Developers
We started Help My Wealth with the firm belief that if our clients are to get the right material, that each subject area should be designed by qualified industry professionals who run their own businesses external to Help My Wealth. The team below were sourced due to their expertise in their relevant areas. They have been integral in helping us both put together the Ilearning modules as well as contribute to our podcasts and blogs. Hamish Ferguson and FNP solutions, the company he is a director of is a shareholder of Help My Wealth.
Experienced Professional Advisor: Mortgage Broker, Financial Planner and Advisor.
Hamish has been in Financial Services since 2001, initially as a Mortgage Broker, then became dual qualified as a Financial Adviser in 2007. As an advocate for ‘’loving the client’’, he receives great satisfaction in assisting clients to get ahead financially and also helping them become more comfortable in their decision-making. He believe’s that everyone should have someone they trust for solid financial advice. It is a shame that statistics show that only 30% of families use an adviser or professional to help them through life.
- Hamish Ferguson, is founder and director of FNP Solutions Pty Ltd ABN 87 156 409 531 [t/as Vision Wealth Strategies] which is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 (AFSL and Australian Credit Licence No. 236523). Hamish provides Credit assistance through Vision Finance and Property Newcastle (Australian Credit Licence ACL 435736).
Experienced Professional Advisor: Master Certified Money Coach (CMC)
A former award-winning Financial Adviser, Lea has over 20 years of experience educating, advising, and coaching clients in financial services. She runs workshops, and retreats and provides personalized 1:1 coaching services to clients globally. Lea is a Master Certified Money Coach (CMC) specialising in behavioural psychology of money and financial wellbeing. Lea specialises in working with individuals and couples to support them to create a conscious and purposeful relationship with money. Her belief is that “in order to manage money well, we must manage ourselves well” and she encourages her clients to pay attention to their thoughts, feelings, and actions with money to bring them into alignment with their dreams and goals. From intentional spending plans, goal setting, financial mindset, and behavioral coaching, Lea’s goal is to support others to experience greater financial wellbeing.
Experienced Professional Advisor: Financial Planner and Advisor
Matt is a Licensed Financial planner with over 20 years of experience in the Financial Planning Industry. Starting his career with Westpac Bank for 14 years, he commenced his advice practice; and has grown a significant business profile since 2012. Matt is a nationally accredited adviser, with a business mantra of “Good advice is your best investment, ” encouraging everyone to invest in themselves. His skills and experience allow him to provide specialized advice and service for business and personal clients in Wealth Accumulation strategies, including Self Managed Superfunds, Personal Insurance advice, Centrelink and Retirement advice.
- Matthew Skehan, is founder and director of Elevate Finance Pty Ltd (ABN 36 620 221 582) is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd (ABN 47 097 797 049) AFSL and Australian Credit Licence No. 236523. Mathew provides Credit assistance through Elevate Finance Pty Ltd (Australian Credit License ACL 236523).
Experienced Professional Advisor: Psychotherapy
Toni is a psychotherapist and presenter specializing in anxiety, burnout, and trauma. For 15 years, she has helped people to get past their past, improve their ability to relate to others, make helpful decisions and increase their energy and professionalism. Toni believes that mental training is the foundation for using our minds to create a rich, meaningful life.
Experienced Professional Advisor: Property Investment Advisor, Business, Sales & Marketing.
Stephen Logan is an Accredited Property Investment Advisor with The Property Investment Association of Australia (PIAA). He is a Licensed Real Estate Agent: Class 1 (Sales & Leasing, Buyers Agent and Business Broker) working under The Logan Property Group. Stephen has worked within companies such as AstraZeneca, Smith & Nephew and owned and operated OPTUS Franchisees for 14 years. Stephen is passionate about property investment and business and believes that creating multiple income streams is the way to create generational wealth. He loves nothing better than helping others do the same. Stephen is the founder of 3 companies with which he continues to be actively involved.
What we offer
Help My Wealth is a community of experienced professionals who wanted a balanced view of what building wealth and financial security should be.