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Max Phelps

Recognised Expert

Recognised SourceBottle subscriber. Holder of an Expert Profile with contact details/backgrounder.

Sydney
Author of 'Getting Your Money $hit Together'
B.A. Economics (honours)
Diploma Financial services (Mortgage broking)
Diploma Financial Services (Financial Planning)
Post Graduate Certificate of Education (Maths)
Money Coach
12 years in Finance as Mortgage Broker, Financial Planner and now Money Coach.
2 years High School Maths Teacher
15 years in Sales and Marketing with a multi-national, across 5 cities in 4 countries.
Giving young people the knowledge to love life and leave a legacy before they get old enough to realise that time and money don't last forever.
Singing, especially live band Karaoke. Playing football (sometimes called soccer by mistake). Helping others - sponsored two orphaned students through University in Zimbabwe and continue to support them as they try to find work in a wrecked economy. Volunteer mentor in local high schools with Raise Foundation. The Global Goals for Sustainable Development, especially education, through B1G1. Comedy, especially Monty Python and observational humour.
I grew up as big brother in a family of nine kids, playing Monopoly and aiming not to be poor. I also wanted to be a young dad, like I had. My dad worked hard and would always say that when he retired he would travel the world, but at 48 had his first heart attack and a quadruple bypass at 54. This terrified me and made me determined to keep myself fit and healthy, stay close to my parents, enjoy travel every year, but build wealth to have the option of retiring young.

At 46, with 15 tenants paying us rent, we hit the point where our passive income was higher than our expenses, so my wife and I had the option to retire, or keep working. That same year our first grandchild was born and while my wife took a step back from the business, I kept working and hired staff to replace my wife and do all the parts of the job I didn't love.

These days I spend my time coaching other brokers to do what I do and 25 to 35-year-olds on how to get their money shit together – to become financially free in order to make choices about their future happiness and retirement plans.

Despite being a grandad, I've managed to create a web app to act as a virtual coach for those people I can't get to see personally.

When I take a break, it’s to travel with the love of my life and partner for thirty years, Kelly. I still play park football (soccer), cycle or walk the 6km to work each day and on Thursdays when we're allowed I can be seen on-stage at live band Karaoke. On alternate Fridays I spend time with my grandson, Matthew, and cannot be disturbed.
Whenever we can, we get out on the harbour on a luxury cruiser that we co-own

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