We help everyday people transform their financial futures through genuine, holistic financial planning. Our expert financial advisors tailor their advice to your needs, focussed on achieving your goals.
We’ll help you navigate Life’s events
Genuine, holistic financial planning.
At My Wealth Solutions, our aim is simple: to help you achieve your dream financial future by empowering you to make smart financial decisions.
ABOUT US
We help everyday people transform their financial futures.
My Wealth Solutions
For every stage of your journey:
Starting out
We help people take those first steps with confidence – by turning uncertainty into clarity and financial ambition into a structured plan.
Scaling up
You’ve worked hard, now you’re ready for the next chapter – growing your wealth, securing your future, and setting up a lifestyle that you design.
Managing wealth
You’ve spent years building your wealth. Now, it’s time to protect it, and ensure it continues to serve you, your family, and future generations.
We are award-winning financial planners
Meet Our Advisers
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Ben Budge
Director, Senior Adviser & Head of AdviceBen is a founding partner of My Wealth Solutions. He works as Co-CEO and Head of Advice, as well as serving high-net-wealth clients. He is passionate about helping his clients achieve their financial goals.
FEATURED EXPERTISEHigh-Net-WorthInvesting & Portfolio ConstructionLoan Structuring & Debt RecyclingProperty InvestingRetirement PlanningSelf-Managed Superannuation FundsTax Planning & StructuringWealth InvestingWealth Management
Cory Behrens
Senior Financial AdvisorCory has been an adviser since 2016. He specialises in providing goals-based advice with a holistic approach, and enjoys seeing his clients achieve their financial goals and feels privileged to be part of their success.
FEATURED EXPERTISEFamilies scaling upHigh-income PlanningInheritance or Lump-sum PlanningInsurance & Risk AdviceInvesting & Portfolio ConstructionLoan Structuring & Debt RecyclingProperty InvestingSelf-Managed Superannuation FundsWealth Management
Matt Leech
Senior Financial AdviserMatt has over 20 years of experience as an advisor and business owner. He has worked with a broad range of different clients, across different organisations, including his own financial planning firm. Matt heads up our Sydney team.
FEATURED EXPERTISEFamilies scaling upHigh-income PlanningHigh-Net-WorthInvesting & Portfolio ConstructionLoan Structuring & Debt RecyclingProperty InvestingSelf-Managed Superannuation FundsTax Planning & StructuringWealth Management
Hayden Wilson
Financial AdviserHayden ran a series of successful businesses helping individuals in the human behaviour & performance coaching space before making the switch to focus purely on helping others build, grow and protect their wealth.
FEATURED EXPERTISEFamilies scaling upFamilies starting outHigh-income PlanningInsurance & Risk AdviceInvesting & Portfolio ConstructionLoan Structuring & Debt RecyclingRetirement PlanningTax Planning & StructuringWealth CreationYoung Professionals
Damien Guazzo
Director & Senior Financial Adviser | My Wealth PrivateDamien has 17 years of experience, and holds qualifications in accounting, law, and financial planning. He focusses on Wealth Management clients and leading accounting and business advisory at My Wealth Private.
FEATURED EXPERTISEAccountingBusiness AdvisoryBusiness StructuringFamily TrustsHigh-Net-WorthSelf-Managed Superannuation FundsTax Planning & StructuringVirtual CFOWealth InvestingWealth Management
Josh Bareham
Senior Financial AdvisorJosh has worked in the financial planning industry for almost ten years, with a history of specialised advice for medical professionals.
FEATURED EXPERTISEFamilies scaling upFamilies starting outHigh-income PlanningInheritance or Lump-sum PlanningInvesting & Portfolio ConstructionLoan Structuring & Debt RecyclingProperty InvestingRetirement PlanningWealth Creation
Colby Atkinson
Senior Financial AdviserColby Atkinson heads up our Ballina and Gold Coast offices. Colby has 8 years of experience in providing holistic financial advice. Colby is a knowledgeable and hardworking adviser who enjoys working with everyone from mum and dad investors to high net wealth individuals and everyone in between, including medical professionals.
FEATURED EXPERTISEFamilies scaling upHigh-income PlanningInsurance & Risk AdviceInvesting & Portfolio ConstructionLoan Structuring & Debt RecyclingRetirement PlanningSelf-Managed Superannuation FundsTax Planning & StructuringWealth Management
Hayden Boglary
Financial AdviserHayden has six years of experience within the financial services, starting within asset finance before progressing into financial planning. Hayden understands the importance of forming trusted relationships with clients to provide strategic advice specific to their goals and objectives.
FEATURED EXPERTISEFamilies scaling upHigh-income PlanningInvesting & Portfolio ConstructionLoan Structuring & Debt RecyclingRetirement PlanningSelf-Managed Superannuation FundsTax Planning & StructuringWealth CreationWealth Management
Chris Runge
Financial AdvisorChris holds a Master’s degree in Financial Planning and a Bachelor’s degree in Property Economics, providing a strong foundation of knowledge across multiple industries. He has been working in financial advice for five years, gaining experience across a broad range of client situations and developing a practical, client-focused approach to advice.
FEATURED EXPERTISEFamilies starting outInvesting & Portfolio ConstructionProperty InvestingRetirement PlanningTax Planning & StructuringWealth CreationYoung Professionals
Guy Freeman
Director & Senior Financial AdviserAs a founding partner of My Wealth Solutions, Guy has 20 years of experience in all facets of holistic financial planning and wealth management and is passionate about providing practical advice, guidance and assistance.
FEATURED EXPERTISEFamilies scaling upFamilies starting outHigh-income PlanningInsurance & Risk AdviceInvesting & Portfolio ConstructionLoan Structuring & Debt RecyclingProperty InvestingRetirement PlanningSelf-Managed Superannuation Funds
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We provide online financial planning Australia-wide, as well as at our offices located in Brisbane, Sydney, Melbourne, Gold Coast and Ballina.
