The Financial Planning Association of Australia The Financial Planning Association of Australia

William Brooker, CFP®

Name William Brooker, CFP®
Company Money Wisdom Private Client Services
Address Suite 73 Level 1
23 MacMahon Street
Hurstville, NSW 2220
Phone 02 95852811
Email [email protected]
Languages French,Mandarin

As a child I was always fascinated how some people had a lot of money, whilst others struggled. I realised early on that I didn’t want to be one of those people who struggled and thus started on my wealth creation journey.

I grew up in a family that never had a lot of money and never talked about it. Hence I had absolutely no idea as to how to create sustainable long term wealth.

As result I had to learn everything on my own…..and made a lot of mistakes!

In 1991 I was fortunate to come across a couple of excellent mentors who taught me wealth creation processes that I continue to use to this day. Those processes are now implemented in the systems that I have used to manage my client’s financial affairs over the past 20+ years.

I continue to manage my client’s financial affairs in a very similar fashion as to how I manage my own personal financial affairs.

It gives me great satisfaction to see the positive impact that my business has had on my client’s financial position over an extended period and as a result, their personal lifestyles.

My long term legacy is to educate as many people as possible about the processes that I’ve learnt so that they can live the lifestyles that they desire without ever having to worry about where their next dollar is coming from.

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