Inspire

Inspiration, Education, Empowerment

We believe holistic financial and business advice is crucial to your financial success and peace of mind. As small business owners, we know how hard it is to build a business from the ground up – and keep it growing.

We also know you deserve better. You deserve more profits, a better work-life balance and outstanding financial and business advice.

Introduction to Money Intelligence Philosophy

Business is our passion. In fact, we come from a long line of small business owners. Our business story began in 1995, when the practice was founded by Susan Wahhab CPA – financial strategist, mentor and author of Money Intelligence. To help grow her practice and vision, Susan was later joined by her sister Wendy Kayal CPA – financial adviser, finance specialist and practice manager.

Over the years, we’ve had the privilege of serving hundreds of purpose-driven businesses in the design, architecture and creative industries.

Our mission is to help you achieve sustainable success; to empower, inspire and educate you to have a healthy and balanced relationship with money. Our desire is to see our clients grow and transform their finances. We are one of the few financial service firms in Australia that provide holistic and comprehensive services. We combine tax, financial planning, investments, SMSF, insurance, lending and finance, business advice, and tax and legal structures.

Our Values

Education

This is the key to transforming our lives and fulfilling our potential. Education is the foundation on which we have built our business and ensured the financial wellbeing of our clients.

Empowerment

We create a culture where everyone we interact with is empowered to grow and transform their lives.

Integrity

We are honest, genuine and ethical. Our clients trust us to honour our word. We provide them with independent advice and guidance and put their interests ahead of our own.

Justice

We believe all human beings are created equal. We support non-violent ways to achieve peace and justice in the world.

Independence

It is within our power to live the way we want to. Independence means thinking for ourselves and taking responsibility for our lives to achieve financial freedom and peace of mind.

Organisations we support

Client Testimonials

David Galliford

Hi Susan, this morning in church online, our pastor suggested we might call or text someone who might need some encouragement. I thought of you. Thank you for all your efforts, and the care for others that you put into your work. You are carrying a big burden, and I want you to know that it is noticed and appreciated. Keep well.

Life Coach, Editor, Business English Specialist

Jason Partington

“Susan delivers financial information in such a simple and understandable format. This is more than just understanding money and getting a budget, its taking control over your entire money story and re creating a new pathway. We have learnt so much from Susan, and she continues to be our finance mentor. Susan has such a beautiful heart and it resonates right throughout this program, as she openly shares her own personal story and insights. We will forever be changed from taking on the program, and feel so lucky to have Susan in our lives.”

Founder - Making Meditation Mainstream Movement & Meditation for Men organisations

Sarah Cornally

“Susan is open minded, well informed and skilful. She consistently impresses me with her passion for her work and the quality of her advice. Her knowledge and expertise is underpinned by her commitment to continuous learning to ensure she delivers the best value to her clients.”

Speaker, Author, Leadership Expert and Former President of NSAA