Financial Advisors Sunshine Coast

Create your dream financial future with some expert advice and your own financial roadmap

We help clients from Caloundra to Noosa Heads achieve financial security and peace of mind.

At My Wealth Solutions, we believe that everyone – no matter their location or the balance of their bank account – should be able to access expert financial advice. Our wide range of experience means that we are able to work with you to turn your financial dreams into reality with a holistic financial roadmap created just for you. Whether you want to purchase your first home, are interested in investing, or just want to get your financial world sorted, we’re here to help.

Since our beginning, we’ve worked to help everyday families achieve their financial goals. From having experienced personally the struggles that families can go through when they don’t have a financial plan in place, we understand exactly what our clients want from their team of financial experts.

We consider every aspect of your unique financial situation and get to know your dreams and lifestyle goals before making any recommendations. This way, we ensure that every strategy has been designed specifically for you and your financial needs.

For us, financial planning isn’t about focusing on what you’ve done wrong. Instead, we kick-start your financial future out of the gates, by setting crystal-clear financial goals and creating a financial plan to help you achieve these goals.  As time goes on, we continually review your plan and adjust it to meet any changes in your situation or objectives. 

With a team of dedicated financial experts by your side, tackling life’s financial challenges with confidence becomes much easier.  You won’t have to spend another second worrying about missed opportunities or making the wrong financial decisions.

What My Wealth Solutions Can Do For You

We work hard to create an ongoing relationship with our clients that is full of benefits.
A team of financial experts at your fingertips
Crystal-clear financial understanding at every stage of your journey
A comprehensive financial plan designed specifically to help you meet your goals
Financial support and clarity wherever and whenever you need it
Ongoing reviews and adjustments to your financial plan as your needs change
An implementation and investment team to put your plan into action

We understand that the world of finance can be intimidating if you’re not experienced in it. We use everyday language to make sure you know exactly what we’re recommending and why those strategies are included in your plan.

To help you get the right information and peace of mind before signing up, we offer a no-obligation Discovery appointment. This appointment is free of charge for you, and you get the opportunity to sit down with your advisor.

After your first free consultation, you’ll have:

  • Defined realistic and achievable financial goals for your future
  • A comprehensive understanding of your entire financial situation
  • A practical path to get you from where you are now to where you want to be
  • Answers to any questions or concerns you may have
  • A roadmap for your financial journey from the strategies discussed
  • An idea of the strategies we would use to get you on track to achieve financial security and associated fees

The aim of this meeting is to get to know you and your financial world personally before we make any recommendations to you. We always ensure that we create a plan that is tailored to your unique lifestyle and short, medium, and long-term financial goals.

We’re ready to help you start your journey towards your personal financial freedom. 

Get in touch with us today to find out more.

Get started today

We provide financial planning Australia-wide.
For those located on the Sunshine Coast, we currently offer your consultation in our Brisbane office or online.

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Hi, I'm Guy, Managing Director of My Wealth Solutions.

Request your no-obligation Discovery session with our experienced financial advisors, and find out what's possible! Online or in-office appointments available.

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CLIENT TESTIMONIAL

Ben and the team have been such an asset to our wealth building journey. They’re always readily available for help and advice, specific to our particular scenario. It has been a pleasure working with this team and look forward to many more interactions in the future.

Erika D
award winning and highly recommended