We are a little different to the typical wealth management firm. We provide goals-based financial advice, which factors in your stage of life, what you want to achieve, your growth potential, investment opportunities available to you, and estate or succession planning.
We won’t simply manage your wealth without taking any action – we help you take advantage of growth opportunities, while managing short-term risks and long-term changes. Our holistic financial planning uses each element of your financial life to create your ideal life.
- At your initial consultation, we’ll get to know you and develop a comprehensive overview of your current circumstances, cash position and assets. We’ll ensure that every element is accounted for, and help you crystallise your financial goals and objectives. With this expansive view of your finances and clarity on your wants, needs, and expectations, we’ll paint a quick picture of what services we recommend you use and how we can help you.
- Move to the next stage, where we go away and create your personalised wealth strategy based on everything we discussed together. Our financial advisors will fill in the gaps between where you are now and where you want to be – whatever that looks like for you. We make sure we communicate in a transparent way and that you understand exactly why we recommend what we do.
You’ll also get a clear understanding of our advisory fees, which are based on a fee for service model. We don’t charge performance fees or percentage fees.
- Come in for another chat, where you’ll see our detailed recommendations on how we plan to protect and grow your current wealth and ensure your financial security now and into the future.
- If you’re happy to proceed, we’ll implement your plan. Your financial adviser will introduce you to additional team members who will support you and look after the administration of your wealth management services.
- Your wealth advisor will provide you with a regular review of your financial affairs, including your personal plan, strategy, and investments. At your review, we’ll report on your progress and quickly adapt to any changes in your circumstances or priorities
Your Wealth Management Team
Your team that delivers your financial services and personal wealth management is centred on your own personal financial adviser, who acts as your private wealth manager. Your advisor is supported by a team, including client service officers who manage the administration of your plan, as well as investment advisers who deeply understand the financial markets and help to oversee our investment philosophy.
Our Investment Strategy
Our CARE investment strategy is what happens when you combine good investor behaviour with smart, extensive, research-based decision-making.
To ensure the long-term sustainability of your portfolio, our wealth management strategies are underpinned by our CARE Investment Philosophy, which includes:
- Diversity in your portfolio
- Protection against risk
- Maximised returns using a combination of active and core investments
- A cash reserve to prevent negative sales of assets
- A segment of blue-chip, high-dividend shares for consistent income
Each wealth strategy will look different based on life stage, individual needs, preferences and lifestyle – we take the time to ensure these factors are carefully considered and incorporated.
We don’t simply look for high-value investment opportunities, or play with the investment markets – we take a strategic approach designed to create lasting and sustainable wealth over time, with your risks fully managed.
We’ll continue to constantly monitor and measure the progress of your wealth portfolio, making sure that you remain on track financially and we provide you with the best possible financial results.
Future performance cannot be guaranteed, but we focus on tried and true market segments, as well as diversifying across a range of industries. You’ll also enjoy investment management that provides for a variety of needs, whether that is income from dividends, providing long-term security and financial wellbeing, or building generational wealth.
Our goal at My Wealth Solutions is to provide you with the best possible financial and wealth management service, and we pride ourselves on our ability to deliver this to you.
We know that the first step to achieving financial success is understanding your needs – so we take the time to get to know your financial situation and to help you to establish your goals.
