Buying your first home is a dream come true, but the process behind it can be overwhelming without the right guidance.
We make it simple by helping you navigate every step from saving for a deposit to finalising your home loan.
You’re not sure how to create a budget you can stick to and your financial goals feel like an impossible dream. We’ve helped people just like you set clear goals and define a practical path to achieve them.
We make setting and sticking to financial goals easy.
Starting a family doesn’t necessarily mean havings kids, it can also include moving in with your partner or getting married. It does mean that your life is changing, so we make sure that your financial plan reflects that.
We help create a path to your family’s financial security.
The transition from working life to retirement can be a worrying time. But we know that you want to stress less about your money in retirement.
That’s why we make retirement planning easy for you, so you can focus more on enjoying your new lifestyle.
We provide advice that is tailored to your personal financial situation and we’ll never leave you in the dark when it comes to explaining why we’re doing what we do.
We’re different because we understand exactly what everyday families want when it comes to financial advice.
We know that you want a financial advisor who understands the challenges you’re facing that prompted you to seek financial help.
We do just that – and so much more.
Our financial planning process is built from the ground-up around one simple principle: getting to know you and your unique financial circumstances before making any recommendations.
As a family-owned financial planning firm, we believe that everyone deserves access to professional financial planning, no matter the amount in your bank account. That’s why we aim to help everyday families create, grow and protect their wealth.
No matter where you are on your financial journey, our team of expert financial advisors are here to help you create and implement a financial plan tailored to your specific circumstances.
Everything starts with our financial advisors listening carefully to your current financial situation and future goals. Then, they create a customised financial plan that will help you to meet your short, medium and long-term financial goals and ensure you have expert guidance on every step along the way.
Joining My Wealth Solutions was one of the best decisions I’ve made – they have a great team there and communication is fantastic. Ben walked me through the whole process and I knew I was in safe hands with the transparent explanations of all aspect’s of what I could expect. I can’t recommend them highly enough and am excited about what’s to come.
So far my experience with Ben and the team at My Wealth Solutions has been exemplary. They have offered fantastic, reliable and prompt advice and their knowledge far outweighs the cost of service. I would recommend this route to anyone seeking financial advice. Looking forward to my future even more so thanks to My Wealth Solutions.
The team are extremely professional and helpful. Ben has taught me so much already and now I feel like real wealth creation is the reality of my future rather than something that I’m just hoping for. Emily has always gone over and above to make everything really easy for us as well as answering any questions we might have quickly and efficiently. I have and will continue to recommend MWS to any of my friends or family.
Changed to Ben and the guys at My Wealth and have found them very active in setting up my finances after years of neglect. I liked that Ben challenged our thinking, was flexible in setting up our finances, and the team were very active in setting everything up.
The team were very knowledgeable and took the time to ensure our needs were understood. Guy put forward some options to help us achieve our goals and set us up for a solid future.
The team at My Wealth are fantastic. They are easy to talk to while being up front and honest with their advice. The fee structures are easily explained and importantly they are always available to give advice or provide information. Ben, Nikki and Jessica are not only knowledgeable but also friendly, approachable and efficient.
Ben and the team at My Wealth Solutions have been incredible to work with. They discussed our financial situation and proposed ways to improve our position in an easy but professional manner that left us feeling very secure about the future. Timely responses to our questions and keeping us up to date on changes and progress only enhanced the feeling of trust we had with them. Thoroughly recommend the team if you are looking for sound financial assistance.
Honestly I had no real plan about my financial future and I was told to go and see a financial advisor by my accountant. He highly recommended Ben and the team at My Wealth Solutions and after the first visit I could see why…after my first visit I left with a plan about my financial future and some seriously exciting goals to work towards. Since then the team have been more than accomodating with putting everything in place…