WHAT I DO: I'm really passionate about helping people learn how to manage their money and have the freedom to do what they want with it. Growing up in China, I saw my parents struggle on earning and spending treadmill, and then when I moved to Australia, I lived with a homestay mum who wished she could win the lottery to fix her finances. I know lots of folks, like me, didn't get taught how to handle money properly, so I want to share what I've learned along the way.In university, I read a book called 'Rich Dad, Poor Dad' by Robert Kiyosaki that opened my eyes to how money works and investing. When I first started investing, I faced challenges and lost money, just like many others. Hence, I decided to enter the financial industry to gain comprehensive knowledge and expertise.In 2011, I kicked off my career as a financial adviser at a bank and eventually, I took the leap to launch my own financial planning business and published my first book in 2020. Throughout my journey, I've had the privilege of helping numerous clients achieve financial freedom and a comfortable retirement.
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FounderCompound Freedom AuBrisbane, Qld, Au -
FounderCompoundfreedom Jun 2022 - PresentBrisbane, Queensland, AustraliaAt Compound Freedom, our mission is clear: to unlock your financial potential and help you create the life you desire.Discover guidance in our book "Your Best Life," where we distill practical wisdom from real experiences, serving as your compass on the financial journey. While personal advice has its limits, we're committed to broadening our impact at Compound Freedom. Our goal is simple: to spread financial literacy throughout Australia, transcending boundaries and changing… Show more At Compound Freedom, our mission is clear: to unlock your financial potential and help you create the life you desire.Discover guidance in our book "Your Best Life," where we distill practical wisdom from real experiences, serving as your compass on the financial journey. While personal advice has its limits, we're committed to broadening our impact at Compound Freedom. Our goal is simple: to spread financial literacy throughout Australia, transcending boundaries and changing lives.Embrace a life of financial freedom, choices, and opportunities by joining us. Connect with Compound Freedom and embark on a journey that turns financial aspirations into achievable realities.Contact us at helen@compoundfreedom.au and learn more at www.compoundfreedom.au. 🌟 Show less
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Principal AdviserPlan For Your Future Feb 2020 - PresentBrisbane, Queensland, AustraliaAt Plan for Your Future, our commitment is to truly understand your dreams, aspirations, and goals. We're here to address any concerns or fears that might be holding you back.With our specialised expertise and proven frameworks, we transform your aspirations into tangible figures. Our well-defined action plans are designed to pave the way to financial freedom.Over the past decade, I've had the privilege of collaborating with professionals and business owners across Brisbane… Show more At Plan for Your Future, our commitment is to truly understand your dreams, aspirations, and goals. We're here to address any concerns or fears that might be holding you back.With our specialised expertise and proven frameworks, we transform your aspirations into tangible figures. Our well-defined action plans are designed to pave the way to financial freedom.Over the past decade, I've had the privilege of collaborating with professionals and business owners across Brisbane. Starting within The National Australian Bank and now thriving with Plan for Your Future, this journey continues.If you're seeking a Financial Adviser who offers clear, tailored guidance, someone to motivate you and stand by you, let's connect! Book a call with us: https://www.compoundfreedom.au/book-a-call/Your financial journey starts here. Let's achieve your goals together! Show less -
Book AuthorSelf Published Apr 2020 - PresentBrisbane, Queensland, AustraliaMoney management isn't as hard as you might think once you have a financial blueprint in place. In this book, you'll learn financial planning strategies and frameworks from several relatable real-life stories. Are you ready to step off the earning and spending treadmill and live the life of your dreams? This book shows you:• The real reason you struggle with money - the inner game of money - and secrets to change your financial future.• Various strategies for creating a money-making… Show more Money management isn't as hard as you might think once you have a financial blueprint in place. In this book, you'll learn financial planning strategies and frameworks from several relatable real-life stories. Are you ready to step off the earning and spending treadmill and live the life of your dreams? This book shows you:• The real reason you struggle with money - the inner game of money - and secrets to change your financial future.• Various strategies for creating a money-making machine for financial freedom, minimising tax, and avoiding permanent loss, even in the worst market conditions.• How to protect your family and your wealth from unforeseen events and crises, and strategies for recovering from them as quickly as you can.• How to achieve your best retirement by accumulating sufficient assets and maximising retirement income to make your money last.• How to apply true meaning to your money and live your life fully and happily. Show less -
Financial PlannerNational Australia Bank May 2011 - Dec 2019Brisbane, Australia
Helen Nan, Cfp® Education Details
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Cfp Certification Program -
Master Of Accounting -
Master Of Business Administration (M.B.A.) -
International Institute Of TechnologyAdvanced Diploma Of Financial Planning -
International Institute Of TechnologyDiploma Of Financial Planning
Frequently Asked Questions about Helen Nan, Cfp®
What company does Helen Nan, Cfp® work for?
Helen Nan, Cfp® works for Compound Freedom Au
What is Helen Nan, Cfp®'s role at the current company?
Helen Nan, Cfp®'s current role is Founder.
What schools did Helen Nan, Cfp® attend?
Helen Nan, Cfp® attended Deakin University, Cquniversity, Cquniversity, International Institute Of Technology, International Institute Of Technology.
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