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Max Phelps

Recognised Expert

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

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
13 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.
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The psychology of money, and the connection between life goals and money management
property and mortgages.
Psychology - reading books and studies, especially connected to money.
Property - I could lose a day researching, calculating and planning for the next possible purchase.
Spreadsheets - I love a good formula, or 25!
Singing, especially live band Karaoke.
Playing football (sometimes called soccer by mistake).
Helping others - sponsored two orphaned students through University in Zimbabwe.
The Global Goals for Sustainable Development, especially education, through B1G1.
Comedy, especially Monty Python and observational humour from stand-up comedians.
Lots of people get bullied in school, but being one of the smallest kids in my year, coming from a family of 9 kids, wearing hand me down clothes and having a smart mouth, I was bullied way more than most. I took comfort from having amazing sisters, who would play Monopoly with me whenever it rained, which in England was all the time. We all dreamed of being 'rich and famous' when we grew up.

At 18/19, I would play football with my youngest brothers and sisters, while our dad would be napping on the sofa. I made up my mind I wanted to be a young dad, like I'd had, not the one they had.

Our dad always 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, so the only travelling he did was to visit me, when I lived in Thailand, Vietnam and Australia. His heart problems made me determined to keep myself fit and healthy, live life without regrets, enjoy travel every year, but build wealth to have the option of retiring young.

At 21, I met my wife and started a family in our first year together. Although I had a job with a multi-national that paid well, we were terrible with money and it took us over a decade to figure things out and start our journey to financial freedom.

After a couple of years as a high school maths teacher, I found my true calling, which was coaching adults how to manage money and invest in property. Helping others is what drives me, to make the knowledge available that I never had when I was younger.

At 46, with 15 tenants paying us rent, we hit the point where we had the option to retire. That same year our first grandchild was born and while my wife took a step back from the business, I kept doing the work that I love - helping people create their forever right now.

I'm lucky enough to have had a great life and wouldn't have any regrets if I died tomorrow. I know that a great life starts with a great life plan, so for as long as I draw breath, I'll be helping other people to create their own forever plan and helping them put in place the steps to get there.

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 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 50 foot cruiser that we co-own.

Please don't tell anyone I'm a vegan who hasn't had a drink in over 30 years though, or I'll get bullied again!