Financial Advisors Brisbane

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The Royal Commission: An open letter to our clients

My Wealth Solutions has always been family owned and operated. As we’re not owned by any big bank or institution, we are able to provide our clients with authentic and genuine financial advice tailored to their best interests.

“Based in Brisbane, our team of experienced financial advisors, planners and wealth management specialists work to build personalised financial plans that create, grow and protect your wealth. We are your decision architects aiming to guide you on your path to success.”

Benjamin Budge – Director & Senior Financial Advisor

“A financial plan involves much more than making a series of well-planned investments. It’s about getting to know how the client sees their future, and what milestones in their lives the financial plan can help to achieve. A good financial plan is built on delivering personal needs and achieving aspirations.”

Guy Freeman – Director & Senior Financial Advisor

Financial Planning

All great things start with a plan. Financial prosperity is no stroke of luck. Building wealth takes more than just bricks, mortar and spreadsheets. It involves innovative and strategic planning and ultimately discipline and accountability.

Financial Advice

We’re here to help. At My Wealth Solutions, we deliver Informed, innovative and industry leading advice across a range of financial matters.

Budgeting & Cash Flow - My Wealth Solutions

Wealth Creation Brisbane

A sound wealth creation strategy is not reserved just for older people with existing wealth – it is just as important for people of all ages and financial capacities. We will work with you to develop a wealth creation and investment strategy that is tailored to your financial needs and goals.

Retirement Planning

Whether you want to travel, invest or maintain your lifestyle – our financial advisors will help you plan your retirement so you can achieve your goals and enjoy the later years of life. Enjoy a comfortable, stress free retirement doing what you love.

Superannuation Advice Brisbane

For most people, superannuation is one of the biggest investments they will make in their life. As wealth management experts, our team can provide you with the advice and services you need to maximise your super fund and secure a strong financial future.

Investment Advice Brisbane

It is just as important for people of all ages and financial capacities to have a solid financial investment plan to help secure their future. Everyone should work with an investment professional to develop a plan that is right for them, and has been specifically tailored to their unique situation.

Tax Advice Brisbane

Meeting your annual tax obligations can be a painful and time-consuming process. Our highly trained advisors will coordinate the entire process for you, providing you with advice and ensuring you get the most out of your tax return.

Personal Protection Advice

Protect your financial future against unexpected events with insurance that covers all the fundamental areas of your life. Our financial advisors can help you organise cost-effective insurance that is tailored to your circumstances.

Loan Advice – Personal & Business

Take the next step in your business or personal life with a loan that suits your financial position and needs. We have a wide range of options for you to choose from and terms you won’t find anywhere else.

Wealth Management Brisbane

We know you’ve worked hard to build your wealth, so let us work hard to grow & protect it. We are passionate in providing you with the highest quality of financial advice and guidance, our dedicated experts are highly specialised in wealth management planning.

Budgeting & Cash Flow

Creating a defined, achievable budget is the cornerstone of any successful financial plan. When combined with a positive cash flow, both lay the foundation for a bright financial future free from the stress associated with financial uncertainty. All you need to get started is the right kind of help.

Mortgage Broking

We know how challenging choosing the right loan for your dream home or investment property can be. That’s why we take the stress out of the process by providing you with the kind of guidance that will help you make your decision with confidence.

Testimonial

“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.”

Warren A. Newstead, QLD