My Wealth Solutions are boutique Financial Advisors, located in Brisbane, QLD.
In an increasingly complicated financial world, we work with each of our clients individually to assess their financial and lifestyle goals, dreams and targets. From this foundation we engineer the customised plan to help them reach it.
A lot of Financial Advisors in Brisbane will provide, what we call “off-the-shelf solutions”. Our services are boutique, because just as every client is unique each of their goals are even more varied. So to is the tailored solution we create to fit. You have the individual attention of the two company founders; Benjamin Budge and Guy Freeman. So we’d like to give you a bit of background about us, our experience and give you a feel for the face, backbone and body of My Wealth Solutions.
Our Financial Advisors Brisbane Team
Ben Budge is one of the two founding members of My Wealth Solutions.
His previous five years as the Managing Director of a successful business, as well as his two years as channel partner of a national electricity broking business, are an ideal foundation for his work as a financial advisor.
Consistency, attention to detail, great listening skills and the ability to build trust in relationships are Ben’s hallmarks, and this is backed up by genuine appreciation from his clientele. He maintains close contact with his clients and likes to meet them as much as possible. Ben regards regular contact/reviews with all clients as paramount.
Ben really enjoys helping his clients achieve their personal financial goals and the security they then gain. He says: “I get real personal satisfaction when my client’s can see a clear path to financial freedom! With a bit of financial education and organisation they acquire a skill, confidence and comfort level they will keep for the rest of their lives.” He also gains real excitement from introducing a new strategy or type of investment and teaching the fundamentals.
On the personal side Ben has a great love of all sports with golf, rugby, and basketball being favourites. He’s a season ticket holder at the Broncos and enjoys attending games. He loves to keep active and to play golf, touch rugby league and Oztag on a weekly basis.
Things (some) people know about Ben:
He spent the first five years of his childhood on the island of Hawaii in a little town called Kamuele, where his father comes from.
Guy Freeman is a wealth management consultant for My Wealth Solutions (MWS).
As one of the founders and directors of MWS, Guy works one-on-one with his private clients to bring clarity and direction to their finances. His range of experience and depth of knowledge extend to all facets of finance.
Guy started his financial planning career with Credit Union Australia Financial Planning. Guy then helped set up a boutique firm Personal Financial Planning Services. Guy then founded a specialist wealth management firm.
Guy’s numerous accreditation’s include; a diploma and advanced diploma in financial planning, SMSF accreditation and a Bachelor of Biomedical Science degree. These skills coupled with his dedication to quality service gives Guy’s clients the essential and insightful guidance to reach their financial goals.
Guy is married to his wife Samantha and enjoys very much spending time with the family especially the new addition Ethan. Guy is very much active in sports and keeping fit. He also follows his beloved Sydney Swans in the AFL however he enjoys watching most sports when he has the chance.
Our Mission and Our Promise to You
Our value to you
Our mission is to be your trusted advice team:
- Helping you build wealth and save tax
- Helping you make smart decisions about money
We will create and maintain a clear financial plan for you:
- Where you are now – a crystal clear picture
- Where you want to be – clearly defined goals
- The strategies, action and investments to get you there
We provide ongoing coaching, mentoring, advice and administrative support:
- To make sure you continue to take the right actions and decisions
- To make you accountable to yourself to achieve your goals
- To make your financial success easy
Our promise to you
We stay up to date with all the complex information in the investment, super, economic and tax world…so that you don’t have to!
We strive to achieve an unequaled standard of excellence in our profession by providing personalised value-added services. We promise to continue adding value to our clients by assisting them in making educated and intelligent financial decisions.
We both love helping our customers achieve financial security and peace of mind through our sound, values-based and lifestyle financial planning.
Our role is to effectively guide, and professionally educate our clients on how to develop, implement and commit to a holistic financial plan.
We’ll continue to strive to exceed our clients’ expectations in terms of service, communication, and advice as we help grow and protect their wealth.