About My Wealth Solutions

Your team of expert financial advisors providing practical financial advice tailored to you.

At My Wealth Solutions, our aim is simple: to help you achieve your dream financial future by empowering you to make smart financial decisions.

How do we do this?

  • By providing achievable financial advice that is tailored to your personal financial situation.
  • Ensuring that our advice will always have your best interests at heart.
  • We’ll never leave you in the dark when it comes to explaining why we’re doing what we do.

As a firm that has had the same core values at heart since our beginning, we understand exactly what everyday families need when it comes to financial advice.

You want an experienced Financial Advisor who listens and makes sure that your financial goals and needs are the basis of every financial decision you make. You also want a reliable and transparent financial advisor who can give you the confidence and clarity to make big or small decisions toward growing your wealth.

We do just that – and so much more.  No matter what your current financial situation is, we work with you to develop a financial plan that is custom-designed to help you achieve your specific financial goals. As we take the time to personally get to know your financial situation and goals, we are able to create a financial strategy and implementation plan that gets the most from your money and ensures every element is working for you.  All of our recommendations are centred around our core values and lifestyle approach to financial planning; our core values underpin every action we take and shape our investment beliefs, as exemplified in our CARE Investment Philosophy. 

Whether you’re just starting out, planning for a particular life event, searching for a specific service or strategy, or at a certain stage in your financial journey, our team is here to help.

We provide clarity and direction on your pathway to financial security and success, so you can successfully navigate any challenge that comes your way with ease.

And then we take it one step further by striving to exceed your expectations at every opportunity. From your first contact with us, through to the implementation of your plan and ongoing review and check-ins, we aim to ensure your experience with us is exceptional.

The My Wealth Solutions Approach

Our approach to financial planning, our core values, and our investment beliefs allow us to continue to achieve financial security and peace of mind for our clients.

By becoming a part of the My Wealth Solutions community, you will gain:

  • Access to a dedicated financial advisor and a team of finance professionals at all times
  • A financial plan designed just for you, to get you from where you are now to where you want to be
  • Financial clarity at every stage of your journey
  • Regular reviews and adjustments to ensure your financial plan always reflects your current situation
  • Answers to every single one of your questions
  • The confidence of knowing your financial future is secure and on track
  • Clear and transparent value for your fees and exceptionally attentive service

With My Wealth Solutions working for your success, achieving your financial goals has never been easier.  But that is enough about us!

What is holding you back from taking that next step? Our clients all wish they had started working with us earlier. Send a message now and find out how we can help your situation, both now and into the future.

Get Tailored Advice Today

Meet The Team

Director & Senior Financial Advisor

Ben

 

Budge

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Managing Director

Guy

 

Freeman

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Director & Senior Financial Advisor

Nikki

 

Booth

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Senior Financial Advisor

Josh

 

Bareham

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Senior Financial Advisor

Matt

 

Leech

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Financial Advisor

Cory

 

Behrens

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Financial Advisor

Daniel

 

Judge

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Financial Advisor

Izzy

 

Tittor

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Financial Advisor

Colby

 

Atkinson

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Financial Advisor

Hayden

 

Boglary

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Financial Advisor

Hayden

 

Wilson

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Provisional Financial Advisor

Sam

 

McQueen

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Advice Associate

Shannon

 

Victor

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Advice Associate

Lachlan

 

Brien

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Advice Associate

Sam

 

Powderly

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Client Services Officer

Jedda

 

Blake

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Client Services Officer

Cristina

 

Flores

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Marketing Manager

Jessica

 

Roelofs

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Operations Manager

Dana

 

Stone

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Client Services Officer

Ikesha

 

King

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Digital Marketing Coordinator

Pink

 

Phungdet

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Client Services Officer

Montana

 

Ainsley

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Client Services Officer

Arlen

 

Micklesson

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Implementation Service Officer

Kyle

 

Wieser

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Client Services Officer

Cheyenne

 

Patena

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Client Services Officer

Chris

 

Hastings

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Client Services Officer

Hiren

 

Maisuriya

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Client Services Officer

Josh

 

Bevan

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Client Services Officer

Juliette

 

Jacob

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Founder & Senior Mortgage Broker - Borro™

Cara

 

Giovinazzo

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Why Choose a Financial Planner?

You can certainly go it alone when it comes to managing your money. However, mastering personal finance requires countless hours of research, learning and application. For most, it’s too time-consuming to do well.  As you get older, busier and (it is hoped) more wealthy, your financial goals – and options – get more complicated.

A financial advisor can help you

  • Set and achieve your big financial goals
  • Make the most of your money including tax benefits
  • Get any government assistance you’re entitled to
  • Feel more in control of your finances and your life
  • Avoid expensive mistakes and protect your assets
  • Help you build wealth through smart investments

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Hi, I'm Guy, Managing Director of My Wealth Solutions.

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"Cory Behrens is extraordinarily knowledgeable and a great listener who has helped set me on the path to retirement."

Amanda Wallas

CLIENT TESTIMONIAL

I believe whole heartedly everyone needs to take their wealth and future in their own hands and not just rely on their industry super fund. Financial industry professionals like Ben are key in helping us all achieve the goals we need looking beyond retirement. We were grossly under insured and had a poor idea about what insurance could really do for us as a family. He was so friendly and very approachable…Big tick from us!

Kristy R
CLIENT TESTIMONIAL

We have found the team at My Wealth Solutions to be professional and extremely knowledgeable within their field. Ben has taught us so much about how to better our financial situation. Dallas and I highly recommend Ben and the team to anybody wanting to take their finances to the next level.

Renee W
CLIENT TESTIMONIAL

Excellent service, very professional and great attention to detail. Highly recommend Ben and the team at My Wealth Solutions to take care of any of your financial needs.

Ilija S
CLIENT TESTIMONIAL
Having come from a planner where we were very disappointed, it has been a refreshing change dealing with Ben & the team at MWS. They are responsive, helpful, go above and beyond to answer questions and most importantly we have found it easy to understand the finance speak and to actually understand what our money is doing. Thanks for a great experience so far!
Rochelle
CLIENT TESTIMONIAL

I contacted My Wealth Solutions with the intention of setting up a financial plan for my family’s future. To date, Ben and the team have been very helpful in helping me work through the steps required. The group are both responsive and professional.

Michael W
CLIENT TESTIMONIAL
Ben and the team at My Wealth are a very professional, yet friendly service. I feel confident that my money is being handled with my best interests at heart. I would recommend My Wealth to anyone, no matter your financial position!
Michael J
CLIENT TESTIMONIAL

Excellent service! My girlfriend and I were looking for ways to maximise returns to make to most out of our money. We needed someone with more knowledge in the financial sector than ourselves who we could bounce ideas off and come up with strategies that we hadn’t thought of. Ben and the team at My Wealth Solutions have done exactly that. They have been available for us to ask questions and have been patient with their explanations making sure we understand.

Russell D
CLIENT TESTIMONIAL

Ben and his team at MWS are very easy to communicate with and they take the time to explain the nuances involved in financial advice as well as being transparent with costs associated, which is refreshing and trustworthy.

Andrew P.
award winning and highly recommended
Logos-2018 Trusted Advisors
My Wealth Solutions Practice of the Year
My Wealth Solutions Practice of the Year
Guy Freeman GPS Wealth Award
My Wealth Solutions Practice of the Year
Nikki Booth Young Gun Award
Ben Budge Advisor of the Year
Advisor of the Year Ben Budge
GPS Wealth
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