Jodie Phelps – Financial Adviser

With 14 years of industry experience, I specialise in helping clients with key areas such as retirement planning, maximising wealth, and protection strategies. I work with a range of individuals, including families, professionals, business owners, and high-net-worth clients. I also specialise in supporting those facing significant life changes, such as divorce and bereavement, providing clarity and tailored solutions to help them move forward with confidence. I am a divorced Mum myself, so understand first hand the struggles of big life transitions.

My approach is built on empathy, understanding, and a genuine passion for making a positive difference. I take the stress out of financial planning by simplifying complex decisions and empowering clients to feel in control of their financial future. Whether it’s securing long-term financial security, managing business wealth, or planning for the next chapter, I’m here to help. Outside of work, I love spending time outdoors, whether it’s skiing, running, or enjoying water sports. Most importantly, I love to spend quality time with my two sons, exploring new places and making fun memories together.

You can read member experiences about working with Jodie Phelps on our ASPN Expert Reviews page.