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EP 63: Master Your Finances with 30 Years of Wealth Management Expertise, Jacqui Clarke cover
EP 63: Master Your Finances with 30 Years of Wealth Management Expertise, Jacqui Clarke cover
The Holistic Fitness Podcast

EP 63: Master Your Finances with 30 Years of Wealth Management Expertise, Jacqui Clarke

EP 63: Master Your Finances with 30 Years of Wealth Management Expertise, Jacqui Clarke

50min |12/10/2023
Play
undefined cover
undefined cover
EP 63: Master Your Finances with 30 Years of Wealth Management Expertise, Jacqui Clarke cover
EP 63: Master Your Finances with 30 Years of Wealth Management Expertise, Jacqui Clarke cover
The Holistic Fitness Podcast

EP 63: Master Your Finances with 30 Years of Wealth Management Expertise, Jacqui Clarke

EP 63: Master Your Finances with 30 Years of Wealth Management Expertise, Jacqui Clarke

50min |12/10/2023
Play

Description

Jacqui's passion for financial management was evident from a young age, as she meticulously handled customer bookings for her family's plumbing business at just 10 years old. Inspired by her grandparents' building business and their treasure trove of business secrets, she recognized the importance of being detail-oriented in business and the need for an accountant. At 14, she embarked on her journey into the working world, driven by her love for organizing and preserving wealth. Her diverse work experiences, from cafes to accounting firms, shaped her into a well-rounded professional. Rising through the ranks at a Big Four firm, Jacqui challenged conventions and carved a niche in personal tax and accounting advice. With three decades of success, she co-founded Maxima Private, specializing in wealth management through their virtual Family Office program. As a trusted advisor to Australia's wealthiest families, Jacqui simplifies financial complexities, providing clarity and guidance. In 2023, she plans to share her expertise in her book, "Stop Worrying About Money," drawing from 30 years of helping people manage their finances. Her mission is clear: everyone needs an accountant, and Jacqui is here to fulfill that need.


Goal Getting Journal Code

HFPODCAST for 20% off

https://goalgettingjournal.com


NED Code

LORILEE for 15% off or click the link below

https://glnk.io/lq6q/lorileebootcamp

Website: https://helloned.com


Get in touch with Jacqui

www.jacquiclarke.me


Get in touch with Lori
IG: https://instagram.com/lorileebootcamp

Tiktok: https://tiktok.com/@lorileebootcamp

Youtube: https://youtube.com/@lorileebootcamp

Facebook: https://www.facebook.com/lorileebootcamp

LinkedIn: https://linkedin.com/in/lorileeclark

Website: https://lorileec.com


Description

Jacqui's passion for financial management was evident from a young age, as she meticulously handled customer bookings for her family's plumbing business at just 10 years old. Inspired by her grandparents' building business and their treasure trove of business secrets, she recognized the importance of being detail-oriented in business and the need for an accountant. At 14, she embarked on her journey into the working world, driven by her love for organizing and preserving wealth. Her diverse work experiences, from cafes to accounting firms, shaped her into a well-rounded professional. Rising through the ranks at a Big Four firm, Jacqui challenged conventions and carved a niche in personal tax and accounting advice. With three decades of success, she co-founded Maxima Private, specializing in wealth management through their virtual Family Office program. As a trusted advisor to Australia's wealthiest families, Jacqui simplifies financial complexities, providing clarity and guidance. In 2023, she plans to share her expertise in her book, "Stop Worrying About Money," drawing from 30 years of helping people manage their finances. Her mission is clear: everyone needs an accountant, and Jacqui is here to fulfill that need.


Goal Getting Journal Code

HFPODCAST for 20% off

https://goalgettingjournal.com


NED Code

LORILEE for 15% off or click the link below

https://glnk.io/lq6q/lorileebootcamp

Website: https://helloned.com


Get in touch with Jacqui

www.jacquiclarke.me


Get in touch with Lori
IG: https://instagram.com/lorileebootcamp

Tiktok: https://tiktok.com/@lorileebootcamp

Youtube: https://youtube.com/@lorileebootcamp

Facebook: https://www.facebook.com/lorileebootcamp

LinkedIn: https://linkedin.com/in/lorileeclark

Website: https://lorileec.com


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Description

Jacqui's passion for financial management was evident from a young age, as she meticulously handled customer bookings for her family's plumbing business at just 10 years old. Inspired by her grandparents' building business and their treasure trove of business secrets, she recognized the importance of being detail-oriented in business and the need for an accountant. At 14, she embarked on her journey into the working world, driven by her love for organizing and preserving wealth. Her diverse work experiences, from cafes to accounting firms, shaped her into a well-rounded professional. Rising through the ranks at a Big Four firm, Jacqui challenged conventions and carved a niche in personal tax and accounting advice. With three decades of success, she co-founded Maxima Private, specializing in wealth management through their virtual Family Office program. As a trusted advisor to Australia's wealthiest families, Jacqui simplifies financial complexities, providing clarity and guidance. In 2023, she plans to share her expertise in her book, "Stop Worrying About Money," drawing from 30 years of helping people manage their finances. Her mission is clear: everyone needs an accountant, and Jacqui is here to fulfill that need.


Goal Getting Journal Code

HFPODCAST for 20% off

https://goalgettingjournal.com


NED Code

LORILEE for 15% off or click the link below

https://glnk.io/lq6q/lorileebootcamp

Website: https://helloned.com


Get in touch with Jacqui

www.jacquiclarke.me


Get in touch with Lori
IG: https://instagram.com/lorileebootcamp

Tiktok: https://tiktok.com/@lorileebootcamp

Youtube: https://youtube.com/@lorileebootcamp

Facebook: https://www.facebook.com/lorileebootcamp

LinkedIn: https://linkedin.com/in/lorileeclark

Website: https://lorileec.com


Description

Jacqui's passion for financial management was evident from a young age, as she meticulously handled customer bookings for her family's plumbing business at just 10 years old. Inspired by her grandparents' building business and their treasure trove of business secrets, she recognized the importance of being detail-oriented in business and the need for an accountant. At 14, she embarked on her journey into the working world, driven by her love for organizing and preserving wealth. Her diverse work experiences, from cafes to accounting firms, shaped her into a well-rounded professional. Rising through the ranks at a Big Four firm, Jacqui challenged conventions and carved a niche in personal tax and accounting advice. With three decades of success, she co-founded Maxima Private, specializing in wealth management through their virtual Family Office program. As a trusted advisor to Australia's wealthiest families, Jacqui simplifies financial complexities, providing clarity and guidance. In 2023, she plans to share her expertise in her book, "Stop Worrying About Money," drawing from 30 years of helping people manage their finances. Her mission is clear: everyone needs an accountant, and Jacqui is here to fulfill that need.


Goal Getting Journal Code

HFPODCAST for 20% off

https://goalgettingjournal.com


NED Code

LORILEE for 15% off or click the link below

https://glnk.io/lq6q/lorileebootcamp

Website: https://helloned.com


Get in touch with Jacqui

www.jacquiclarke.me


Get in touch with Lori
IG: https://instagram.com/lorileebootcamp

Tiktok: https://tiktok.com/@lorileebootcamp

Youtube: https://youtube.com/@lorileebootcamp

Facebook: https://www.facebook.com/lorileebootcamp

LinkedIn: https://linkedin.com/in/lorileeclark

Website: https://lorileec.com


Share

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