Based in Brisbane, our team of experienced financial advisors and planners work to build personalised financial plans that create, grow and protect your wealth. We are your decision architects aiming to guide you on your path to success.
Whether you want to travel, invest or maintain your lifestyle – our financial advisors will help you plan your retirement so you can achieve your goals and enjoy the later years of life. Enjoy a comfortable, stress free retirement doing what you love.
Superannuation Services Brisbane
For most people, superannuation is one of the biggest investments they will make in their life. As wealth management experts, our team can provide you with the advice and services you need to maximise your super fund and secure a strong financial future.
Tax Advice Brisbane
Meeting your annual tax obligations can be a painful and time consuming process. Our highly trained advisors will co-ordinate the entire process for you, providing you with advice and ensuring you get the most out of your tax return.
Take the next step in your business or personal life with a loan that suits your financial position and needs. We have a wide range of options for you to choose from and terms you won’t find anywhere else.
Protect your financial future against unexpected events with insurance that covers all the fundamental areas of your life. Our financial advisors can help you organise cost-effective insurance that is tailored to your circumstances.
It is just as important for people of all ages and financial capacities to have a solid financial investment plan to help secure their future. Everyone should work with an investment professional to develop a plan that is right for them, and has been specifically tailored to their unique situation.
“My Wealth Solutions provide excellent customer service and have a very open and trustworthy approach.
It does not feel like they are trying to sell you a product, rather give sound useful advice. MWS listened to my individual needs and took a personal and considered approach to helping me plan my goals.
They listen and keep the delivery simple though it is clear they have an in-depth foundation of knowledge.”