Jacqui Clarke Your Personal CFO
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Speaking

Straight talk about money, for rooms that rarely get it.

Keynotes, boardroom briefings and closed sessions: the same plain speaking as the advisory work, sized for a room.

Topics

Four talks, one philosophy.

Control without chaos

Family wealth in transition: who holds the whole picture, and what separates the families that stay families. For family-business and private-wealth audiences.

Wealthy families don’t have a wealth problem. They have a communication problem

Why structures hold or fail on how families make decisions, and how to make the avoided conversation possible. For adviser firms and boards.

Getting your financial house in order

The practical session: what to document, check and decide before pressure arrives. Most recently for EO Sydney, 2026.

Stop worrying about money

The book talk: money as it actually behaves inside busy, successful lives. For executive and professional audiences.

Formats
Keynote 30–45 minutes, with questions. No slides required.
Boardroom briefing A closed session for a family board or investment committee.
Adviser-firm session For accounting, legal and wealth firms whose clients are families in transition.
Podcasts and media Interviews and commentary for print, radio and podcasts.
Rooms recently spoken in

Entrepreneurs’ Organization, Sydney · Chartered Accountants ANZ · Family Business Association · The UHNW Institute · Professional Women’s Network · Maestro

Boilerplate bio

Jacqui Clarke is a family wealth adviser with more than thirty years advising significant private families. She is a former Big 4 partner, co-founder of Maxima Private, company director and author of Stop Worrying About Money (Wiley, 2023).

Fellow Chartered Accountant (Chartered Accountants Australia and New Zealand) · Chartered Tax Adviser · Registered Tax Agent · Graduate of the Australian Institute of Company Directors · Fellow of the Taxation Institute of Australia · Justice of the Peace

One talk can start the conversation a room has been avoiding.

Tell me about the audience and the date, and I will tell you honestly whether I am the right speaker for it.

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