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John McAuliffe

AFPA, AFA, DipFp., BSc., DipTeach.

(Premier Wealth Coach & financial advisor)

Did you know that property in Brisbane showed little growth for 12 years until the Government artificially stimulated the market with its first home-buyers grants & the lowest interest rates in 40+ years…?

The average Australian carries more debt than ever before, and that is only set to increase in the future.

John McAuliffe has understood and acted on these important trends for many years. He believes that the financial situation in Australia is scary [e.g. debt levels, retirement capita, the financial cost of ill health] and needs to be addressed by solid professional skills and practical education.

John understands exactly how to make money for his clients. If financial matters are not your strong point, it makes perfect sense to let someone with the right knowledge put your plan together. Someone who understands the challenges you face and has "been there, and done that".

John promises that an hour with him would be rewarding & valuable. However, he can’t promise that he can help everyone.

Call John right now on 3848 1088 to learn more about how he can coach you to a similar position of prosperity.

Here is a brief snapshot of John's career provided by John himself. It will help you fill in a few of the blanks before you meet him in person…

“I started my career in a conventional way - as a high school Math teacher! I remember spending long hours at work each day with little (if any) spare time to think about my future.

When I wasn't teaching, I used to worry about how I just wasn't getting ahead financially. My Super contributions would not keep me out of the poor house in the future. It was a very worrying time for me and my family. At least I was good with numbers - that gave me a head start when I finally decided that 'enough was enough'.

The time had definitely come to start helping myself and my family. Whenever I could justify some spare time, I had my head in a book about finances. For months on end, I learned all there was to know about the stock market, about the various kinds of investment funds, about rental properties, about taxation, not to mention insurance. You name it. If there were courses available, I attended them. This was around mid-1984.

Most people find these subjects boring, but I loved them! And, to my surprise, I discovered that I was actually very good at them! Although I didn't realize it at the time, by taking the time to learn about financial matters, I had in fact discovered a passion for building wealth, a passion that continues strongly to this day.

Urged on by family, not to mention a few friends who approached me for advice in those crucial early days, I decided to follow a career in the financial services industry. I earned the qualifications necessary to become a financial planner, but I believe I was also helped in the fact that my enthusiasm attracted a stream of eager clients!

When Paul Keating left office the Superannuation laws changed forever.

One thing was painfully clear. Superannuation, the pension, and the odd ‘investment properties’ are simply not enough to secure your future. This is even more-true if you want to retire on an income that will allow you to maintain an enjoyable lifestyle.

If you remember nothing else from my story, please remember this:

“It costs ~$2 to pay out $1 of private debt & ~$0.50 to pay out $1 of deductible debt.”

If you find your rates & medical insurance expensive or unaffordable today, how will you manage tomorrow on retirement? Will you be able to afford the 2nd great Australian dream? Do you want to be better off than your parents are & at an earlier age?

Hence & approximately 11 years ago I decided it was time for a change. As teacher at heart, I recognize the need not only help people plan their futures, but help people understand what is going on and why. In this way, my approach is different and truly unique.

It is important to recognize key trends and help clients how take advantage of them, and this has produced some big payoffs for clients:
A unique feature of my service is that clients can look back over the years, and in just minutes, measure their own financial progress - that's something they haven't been able to do previously.

In 2007-2008, making the right financial choices is more complex than ever.

I’ve earned my reputation on being friendly, upbeat, and honest. It’s very important for Clients that they feel they can trust me to work alongside them in order make the right decisions while taking the ‘first steps’ to help get them started towards financial freedom.

More often than not, these are decisions Clients may not have had the time, the right information, or the security-in-mind with confidence to previously do.”

    • John McAuliffe
 
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