Financial Adviser, Educator, Speaker & Author
Louise is a financial adviser, educator, speaker and author who has found her passion in helping others understand how to achieve their lifestyle goals. Louise has a Bachelor Degree in Marketing from University of Cape Town, an Advanced Diploma of Financial Services (Financial Planning), currently working on attaining the Fellow Chartered FinancialPractitioner (FChFP) designation and in 2012, Louise launched Lyfe Academy to teach financial literacy programs to women after noticing a gap in the market. In 2013, she opened her own financial planning practice, Lyfe Planning Pty Ltd.
In her first year of operations, she was awarded the Best Small Business of the Year Award for “rookie” planning practice from My Adviser. Her speaking events have spanned from Lyfe Academy workshops, corporate board room presentations, evening seminars as well as ladies lunches and enjoys showcasing other women’s businesses in her industry.
She has presented at the “Women’s Health and Wellbeing Expo” as well as “Empowered Mums”. She is a confident and interactive presenter.
During her career, Louise has worked with a long list of companies and organizations, including ANZ Bank, WPS Financial & Property Services, Flight Centre Limited, Infocus, Standard Bank UK and Russell Mellon Investments UK. She has represented Consultum, My Adviser and IOOF as a licensed adviser.
Louise is affiliated with the Association of Financial Advisors, INSPIRE, the Financial Planning Association of Australia and its Women in Financial Planning Lean In Circle and has been involved with the Smith Family Mentor Program. She supports a girls home in Johannesburg and provides a percentage of her book proceeds to assist them with food, bedding and education skills.
Along with her husband, Jason, Louise enjoys investing in real estate. She has used her SMSF to invest in real estate and holds a SMSF specialty certification to provide advice, support and services to her clients. She has travelled and worked throughout the United States, UK, Southern parts of Africa, Australasia, Europe, Scandinavia, Middle East and Hong Kong.
Louise Agnew is the author of Worthy Women – Stories to Inspire Confidence, Fun and Financial Success. She lives in Brisbane, Australia, with her husband and young son.