Jade McKay in Bunbury, Western Australia | Financial planner

Jade McKay

Locality: Bunbury, Western Australia

Phone: +61 405 665 093

Address: 52 Forrest ave 6230 Bunbury, WA, Australia

Website: http://www.efa-financial.com.au

Likes: 174

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24.01.2022 HAPPY NATIONAL PET DAY! A day where we can show our furry loved ones exactly how much we car about them. I get asked about pet insurance all the time so I've put together some helpful tips to help you decide what's best for you. How does a financial planner know about such things I hear you ask? Well I'm also a vet nurse so head over to my Blog - Making Cents (link in my bio) for more....

23.01.2022 jademckayfinancial.com///05/manu-forti-with-a-strong-hand/ This one is dedicated to my family. Its been a tough couple of weeks and being half way across the world doesn't help but out bond is strong just like our family crest motto.

22.01.2022 KISS - Keep it stupid simple! http://jademckayfinancial.com/2019/05/28/k-i-s-s Click on the link above to see my most recent blog post and my opinion on the Barefoot investor money management book.

21.01.2022 For a great money hack and a way to save you paying extra rego click the link below. Once you have, comment and let me know what you are going to do with the savings... or let me know where you like to road-trip! http://jademckayfinancial.com/2019/09/12/little-and-often/

20.01.2022 I've got some exciting news. I have been nominated for the 2019 AFA Rising Star Award! Over the past couple of weeks I have gone though several rounds of judging to make it to the top 6! The last round of judging is held in Sydney where I'll have 5 mins to speak about what I'm passionate about and my reasons why following with a 25min Q&A session with the judging panel. As a finalist I'm attending a personal breakaway workshop to take some time out and work on myself and my business. The nerves are kicking in and the butterfly are going crazy but I'm excited, I'm prepared and I just still can't quite beleive this small town country bumpkin made it all the way to finals! #afa #risingstar #finals #sydney #excited #financialadvisor #countrybumpkin

18.01.2022 Rising Stars AFA Conference 2019! Wow what an incredible experience. Still on such a high! Congratulations to everyone so proud to be apart of this #wolfpack

16.01.2022 Essential Financial Advice is very egg-cited about this Easter competition. Guess how many eggs are in the jar, like this page and share this post for your chance to win. Please message/inbox us your guess. The winner will be announced Thursday, 18 April Happy guessing and have an egg-cellent Easter.

13.01.2022 Its official the lead up to the awards night is fast approaching and excitement is growing. Still cant quite believe it but so proud of this achievement and have learnt a lot from this process. Bring on Adelaide

13.01.2022 Surprising my client with what every new home owner needs Bunnings vouchers! And of course a garden gnome. What a huge achievement Leigh Stobie now you’ve smashed this goal it’s time to set some new ones. Congratulations again your new home looks fantastic. Definitely one of the perks of my job is seeing my client succeed. A little bit of planning can go a long way.

13.01.2022 The personal breakaway ceated by slipstream coaching was mind blowing! So much time goes into running a business and looking after clients and we often put out own goals n dreams on hold but today was all about how to incorporate them into business planning. It was great to take some time out and concentrate on what I want to acheive. The view was a million dollars and a cold beer was well deserved as I reflected and got it all down on paper! #getshitdone

12.01.2022 It's the 50th Anniversary of the moon landing today! Congratulations go out to all who were involved especially Neil and Buzz! I'm a huge space buff and have managed to find a connection between the moon landing and insurance! It's out of this world! Sorry bad pun ha-ha. Have a read of the new blog post to learn more! http://jademckayfinancial.com/2019/07/21/man-on-the-moon/ #moonlanding #50thanniversary #neilarmstrong #buzzaldrin #space #insurance #blogpost #spacegeek #financialadvisor #outofthisworld #manonthemoon #makingcents #50yearson #space #rockets #luna

10.01.2022 Just be you you they said! That's exactly what I did... Have a read to find out more https://mailchi.mp/afa/the-power-7-with-jade

07.01.2022 One step at a time! The whole planning process can be daunting so learn to take it one step at a time. Don't give up when the going get tough learn to rest. My lastest blog post from my most recent adventure is up. You might learn a thing or two like the crab shuffle to find out go and have a read! jademckayfinancial.com #financialadvisor #onestepatatime #frenchmanspeak #hiking #adventure #views #planning #advice #journey #makingcents #esperance

06.01.2022 What a cracker of a week! To find out exactly what went on at the final round of judging for the AFA Rising Start of the year award have a read of my new blog post for an incite behind the scenes http://jademckayfinancial.com/2019/08/15/behind-the-scenes

04.01.2022 Celebrating the end of a financial year with a cheeky beer! @cheekymonkeybeer I made it first 6 monthd in business... cheers to the next 6 and many more to come #eofy #financialadvisor #beer #celebrations #feelinggood #imtheboss

04.01.2022 I have a passion for people, Financial Planning and travel, so it makes sense to pack up and hit the road. I offer financial planning services to towns where people would usually have to travel to receive expert advice - I’m bringing it right to your door step! I will be in Manjimup from Monday 17th June till Wednesday 19th June. The advantage of having a financial adviser come to you is that it's on your terms, location and time, it’s completely flexible. If you would like to make an appointment please give me a call on 0405 665 093 or send me a message.

04.01.2022 Make sure you check out my new blog post! This one is in dedication to Shonel Vuletich who is the reason I got into financial planning to start with! She has supported me every step of the way including my studies, career, starting my own small business and in everyday life as well. I wouldn't be where I am today without her! Fingers crossed I bring home the win for the Rising star award but lets face it - I'm already a winner getting to work in an industry that makes me so happy and a fantastic team to do it with. #teamefa #bestmentor #risingstar #financialplanning https://jademckayfinancial.com/2019/08/27/meet-my-mentor/

03.01.2022 Single and ready to mingle! New blog post is hot off the press... Link in my bio https://jademckayfinancial.com/ #financialadvisor #tips #singles #advice #planner #goals #datenight

02.01.2022 Random acts of kindness don't have to be a great big grand gesture they can be as little as giving a complement or opening the door for someone. I challenge you to inject some kindness and happiness into your life and others around you - trust me it's life changing and so simple really. #randomactsofkindness #happiness #letsgo #simple #gesture #love #smile #simpleasthis #challenge

02.01.2022 Are you 60 or over, still working full-time or close to, and thinking about your future retirement? Over 50% of our work involves helping people to retire comfortably. There are many valuable retirement planning strategies which can make a big difference at this pointy end of your working life.... they could even bring retirement a little closer! If you haven't spoken to someone like us yet you could be missing out on opportunities. You might be scared off by the cost of seeking financial advice, however what is it costing you by not getting the right advice? I will be in in Manjimup from Monday 17th June till Wednesday 19th June To book an appointment please call 0405665093 or send me a message.