Search My Wealth Solutions

Free Consultation

Financial Advisor Brisbane

Genuine, holistic financial planners

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

4.9
300+ Google reviews
ABOUT US We help everyday people transform their financial futures.

We help everyday people transform their financial futures through genuine, holistic financial planning in Brisbane and right across Australia. Our expert financial advisors tailor their advice to your needs, focussed on achieving your goals.

Brisbane Financial Advisors, Helping Clients Across Australia

My Wealth Solutions started in Brisbane, and our head office in Newstead is where most of our advisers are based today. Brisbane clients can meet their adviser in person at our Newstead office or catch up by video, whichever fits around work and family.

The same advice process runs across our offices on the Gold Coast, in Ballina, and with our financial advisers in Sydney and Melbourne, and we work with clients by video right across Australia. If you move interstate, you keep your adviser, your plan and your review schedule.

Select your closest location to see the team near you and get in touch.

Related services

Let’s create wealth with purpose

We synchronise each of the individual elements of your plan together, so nothing gets left behind.

See all services
SMSF Advice
A self-managed super fund, or SMSF, is an excellent option for those wanting greater control over their super fund. 
Learn more
Property Investment Advice
We guide you through the full property investment journey – from planning and finance structuring to purchase and beyond.
Learn more
Retirement Planning
Get a comprehensive retirement plan to give you peace of mind – and excitement – about living your best life after work.
Learn more
Wealth Management
Our Wealth Management strategies take care of portfolio management and structure, plus much more.
Learn more
Tax planning and structuring
How you hold investments, make super contributions and use trusts all affect the tax you pay. Every recommendation we make considers the tax impact, including how the 2027 CGT changes may affect assets you already own.
Learn more
Business advisory and accounting
Through My Wealth Private, business owners can bring accounting, business structuring and personal financial planning together, so decisions about the business and your personal wealth are made with the full picture in view.
Learn more
Separation and divorce
Separation brings financial decisions most people have never had to make: splitting super, refinancing the home and rebuilding a budget on one income. We help you understand where you stand and plan what comes next, working alongside your family lawyer.
Learn more
Smart advice from our experts
Family Financial Planning Life Events
How to Financially Plan for a Divorce: A Step-by-Step Guide
By Hayden Wilson
Case Studies Retirement Wealth Creation
Case Study: Superannuation vs ETF Investing After CGT Changes
By Ben Budge
Case Studies Retirement Wealth Creation
Case Study: Should Long-Term Property Investors Sell Before the 2027 CGT Changes?
By Hayden Wilson
Case Studies Wealth Creation
Case Study: How the 2027 CGT Changes May Affect an Investment Property Owner
By Cory Behrens

Let’s have a chat, obligation free!

We provide online financial planning Australia-wide, as well as at our offices located in Brisbane, Sydney, Melbourne, Gold Coast and Ballina.
3 colleagues smiling at the office