Since being established, My Wealth Solutions has been helping clients of all ages and backgrounds achieve their financial goals.
Based in Brisbane, our team of savvy, experienced financial planners and advisors 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.
What We Do
The team at My Wealth Solutions boast years of experience and an abundance of knowledge.
We specialise in the following areas:
- Maximising your superannuation
- Protecting you with insurance
- Investing in assets to build your nest egg
- Insurance in superannuation
- Self-managed Superannuation Fund (SMSFs)
- Legally minimising your tax and tax returns
- Clarity and confidence for your retirement
My Wealth Solutions isn’t your typical financial services firm.
We take pride in our values and lifestyle-based approach, getting to know each and every one of our clients.
This personalised approach allows us to create plans based on YOUR needs, wants and expectations.
Say goodbye to standardised, pre-determined products and programs. You can count on our expertise, effective communication and innovation to build tailored financial plans just for you.
Filled with complex terms and concepts, financial planning can be overwhelming and daunting. We take you on the journey with us, explaining everything step by step.
You can expect us to:
- Help you to understand your current financial situation
- Work with you to set clear and attainable goals
- Develop strategies, actions and investments to achieve the goals
- Regularly communicate with you about your financial performance
- Provide ongoing coaching, guidance and advice.
Free First Consultation
Need help deciphering technical jargon? Want a personalised, friendly service from experts that you can trust?
At My Wealth Solutions, we aim to put you in the driver’s seat, helping you to take control of your financial future.
Contact us today for a free consultation – it’s time to make a change.