Starting Out

Take the first steps on your financial journey with your team of financial advisors by your side.

Starting out doesn’t have to mean staying behind.

The world of personal finance can be a little overwhelming for those just starting out on their financial journey.

With so many different pathways to choose from, deciding on what to do with your hard-earned money might be more difficult than you first thought.

Are you:

Wanting to set achievable financial goals?
Sick of fighting with your partner about money?
Seeking to turn your dreams of homeownership into a reality?
Looking to build an emergency savings fund?

We understand the stress and worry that comes with figuring out what to do with your personal finances. Living pay-cheque to pay-cheque is tough enough as it is, and that’s all before you throw in a growing amount of debt and a budget that never quite seems to work the way you planned.

For many, just the thought of sorting out their personal finances is enough to induce a headache.

But what if we told you that you didn’t have to shoulder that burden alone?

At My Wealth Solutions, we’re experts at helping you get started on your financial journey. We aim to provide no-nonsense advice that considers every aspect of your personal situation.

We want to make the stress you associate with your personal finances disappear by creating an achievable financial plan that will set you on the path to financial success.

You know that you could make your income work better for you. We do too – and we know how to make it happen.

It’s Never Too Late To Start

The thought of seeking the help of a financial advisor might seem daunting at first. After all, who wants to willingly air their financial dirty laundry in front of strangers.

The role of a financial advisor is to maximise the probability of you achieving your financial goals, all while helping you make smart decisions with your money.

But financial advisors aren’t here to judge you or your previous financial failings. Instead, we help you get started in creating and growing your personal wealth, so you can rest easy knowing that you’ve taken the first steps to build your desired financial future.

By not seeking professional financial help, you run the risk of missing out on maximising your super, not resolving any cash flow problems you may be experiencing and not creating a dedicated savings plan that will support you into the future. And that’s just the beginning.

When it comes to your personal finances, not taking action can be just as bad as a poor financial decision. We’ve found that inaction is the main reason why everyday families fail financially.

But how do you know where to start?

At My Wealth Solutions, we believe that everyone deserves access to expert financial advice that is catered to their unique financial circumstances – no matter their income.

We’re here to help you in every stage of your financial journey.

Let us help make kickstarting your personal finances simple.

Get In Touch With A Financial Advisor Today

Common Financial Mistakes

Personal finances can be complex and therefore it can be easy to make financial mistakes without realising it.

The most common financial mistakes include:

Having multiple superannuation accounts
Not creating and sticking to a budget
Creating bad debt without realising it
Not committing to a savings plan

Sound familiar?

Don’t worry, all of these mistakes can be easily fixed with the right guidance and support.

At My Wealth Solutions, we provide the right kind of advice to help get your financial future sorted.

Turn Your Dreams Into Action

Have you had enough of dreaming about your ideal financial future and want to start doing it? Sick of watching your friends and family smash their financial goals while you struggle to build emergency savings?

It’s time to turn your financial dreams into financial action.

Our team of experienced financial advisors can help you figure out where exactly your income is going and how you can start taking control of that money to meet your financial goals.

The road to a bright financial future starts with that all-important first step.

How We Can Help

My Wealth Solutions has over twenty combined years of experience helping everyday families tackle their financial challenges and problems.

Our team of expert advisors can help you:

Maximise your superannuation and find any lost accounts you might have
Create a realistic budget
Sort out your cash flow
Commit to a dedicated savings plan
Create achievable financial goals
Think about your long-term financial future

We know that it’s difficult to get started when you have no idea which direction to take. That’s why we offer a cost and obligation-free initial consultation to help you take the first step.

In this consultation, we sit down with you and create a holistic financial plan that takes into consideration all aspects of your personal financial circumstances. We help you decide where you would like to go and provide step-by-step advice that will make sure you’re able to get there.

Get In Touch With A Financial Advisor Today

“A goal without a plan is just a wish.”

— Antoine de Saint-Exupery

CLIENT TESTIMONIAL

I was referred to My Wealth Solutions during an informal conversation with an acquaintance about consolidating superannuation accounts and financial advice in general. After some research, my wife and I decided to contact My Wealth Solutions and signed up. Following a number of friendly, focussed and professional conversations with Nikki about financial goals and priorities, My Wealth Solutions presented us with a well-researched and comprehensive report that detailed a number of options that we could consider. My wife and I have since decided which options and financial goals to pursue, and have been impressed with the prompt, courteous and professional service provided by Nikki and her team.

Joerns

CLIENT TESTIMONIAL

My accountant recommended a meeting with MWS and it is one of the best decisions I’ve made. From the first meeting Nikki made me feel comfortable and did not pass judgement when going through my initial financial situation. She has helped me with setting up financial goals and the steps to achieve them. I would highly recommend Nikki and her team at MWS!

Steph B

CLIENT TESTIMONIAL

Starting my career and a full time job for the first time I wanted to see if I could improve my budgeting and overall wealth management. Nikki really helped me to establish a clear vision for my wealth goals and a strict but realistic budget. I thought I was pretty good with money and handling it but I’ve definitely been able to take it to another level with her help and the team at My Wealth. Learning about Super and the pitiful level of cover I had from the insurances I had at the time really opened my eyes. Wealth management is an important part of our lives and I would recommend to anyone to book in for a meeting with Nikki.

Andrew E

CLIENT TESTIMONIAL

I was recommended Guy Freeman’s help with planning my financial future, and am very satisfied and reassured by his input over the last couple of years. I’ve actually received more input than I thought possible…sound investments; making a will, life insurance, income protection insurance, and realistic plans for retirement… I feel ‘looked after’ by this company, and excited about my financial future.

Jack H.

CLIENT TESTIMONIAL

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.

Steve F.

CLIENT TESTIMONIAL

MWS have been great, they got our super sorted out and made sure our insurances are in tip-top shape if anything were to happen. I highly recommend their services to anyone who hasn’t put any time or thought into their financial strategy for the short and long term.

Dan S.

CLIENT TESTIMONIAL

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.

Jagmeet V.

CLIENT TESTIMONIAL

Guy has been most helpful from the first meeting and still continues to ensure I am kept in the loop with everything in regard to my financial position. Guy sorted my super and has ensured my insurances are relevant to my current position. Highly recommend MWS.

Scott H.

award winning and highly recommended