- We have been with My Wealth for almost 4 years now and we are so glad we decided to have that first meeting. We thought initially that our income wasn't high enough to consider having a financial advisor but we were so wrong. We would not be in the position we are today without them and wouldn't be as confident in our financial future (not that we would have even known what we were missing out on). We signed up in our mid-late twenties and wish we did it sooner. Thanks Nikki, Izzy and the team.read moreread lessDannika Harris3/28/2024It was a big decision for me changing financial advisors 3 years ago--Finding someone I can trust, who can guide me, and manage my Super to ensure that it works and delivers was really important. Ben and the My Wealth team have achieved all of this in a professional and courteous manner--it is my pleasure to have them do all of this and make my life so easy--thanks teamread moreread lessPaul Makepeace3/28/2024Hayden and Sam have helped take control of my financial portfolio and have worked closely to set an action plan and guide me to the steps to follow this. Their guidance and assistance has been nothing short of amazing and I would not hesitate to recommend them to any friends, family or colleagues. I look forward to continue working with them in the future!read moreread lessJosh P3/21/2024
- We chose My Wealth Solutions after researching on line, it was the first time we’ve used a financial service like this and Josh and his team did not disappoint. They went through (and continue to !) everything step by step, simplified everything so that we fully understood what we were doing and gave us such great advice and ease of mind. The communication is great, they are efficient, courteous and understanding of our specific needs - would highly recommend getting in touch and starting your own financial journey, thank you Wealth Solutions, Mick Mread moreread lessASAM3/21/2024My Wealth Solutions have guided myself and my partner in a more sustainable & comfortable financial direction. The team are very approachable and knowledgeable in all aspects of finances. They have certainly taken the weight of our shoulders and helped us with financial clarity. Robinread moreread lessRobin Dyball3/14/2024Professional, thorough and capable. Engaging My Wealth solutions was one of the best decisions we made. Their attention to detail, communication and advice has been invaluable for us. We see working with them for many years and continuing to build our financial wealthread moreread lessDevesh Trehan3/04/2024
- Professional, easy going and he give you advice based on your profile. Definitely I will recommend himread moreread lessRoger Muntadas2/26/2024I had a great experience with Daniel and Jedda from My Wealth Solutions. As new arrival in the country it was great to have someone explain everything from the ground up in terms of Australian nuances of super, investing and insurance. Always accessible and patient. Would recommend the team!read moreread lessDean Bauer2/14/2024Talking with Matt has been life changing. Making me think about what makes me happy and my life goals, really gave me pause to think about the life I was living and the life I wanted to be living. I felt Matt really listened, was easy to talk too and really cared about how to make my goals and finances work together. Rather than feel intimidated I was reassured. I think there is so much fear around our finances and who to ask for help or advice. I'm so glad I asked Matt.read moreread lessSarah Doig2/12/2024
- My partner and I were looking for advice to structure our finances to build our lives together, and engaging Matt and the team has been a pleasure so far. Matt is a great listener and all aspects of our needs, goals and wants were taken into account in the plan he has created for us. The entire process is seamless and easy with a lot of background administrative tasks being taken care of by him and his team on our behalf. After going through the process ourselves, I'm now also recommending my parents as the professional advice and care that we have received is unmatched and I would love the same for them.read moreread lessM C2/12/2024I suspect deciding to meet with Matt Leech may well prove to be one of the most important decisions of our lives. We had felt uncertain and anxious about our financial affairs and were keen to talk with a professional who we felt comfortable with and could trust. Meeting with Matt felt easy, and as our discussion progressed we began to feel a sense of relief that we had met the right person to talk through our fears, goals and aspirations for the future. With Matt in our corner, we are excited to be on the path to financial security and peace. I highly recommend anyone, at any stage of life meet with Matt.read moreread lessTim Counter1/08/2024I had the opportunity to sit down and discuss my finances with Matt Leech. I walked into the appointment feeling anxious and in the dark about what moves to make with my finances. Matt not only reassured me that starting young with financial planning was a great move but also showed patience and reassurance in answering all my questions, concerns and hopes for the future. I feel confident starting my financial growth journey with Matt and feel a massive weight off my shoulders as now I have someone to educate and navigate me through this process.read moreread lessAllie Badman12/22/2023
- As a Buyers Agent, I work with a number of financial planners whose clients require professional advice and representation throughout the buying process to ensure they are securing a high quality investment property. Matt Leech is deeply involved in this process alongside his clients from start to finish, more so than any other advisor I’ve encountered. It’s clear to me that Matt’s focus is to achieve the best possible outcome for his clients, which aligns with our business objective also. I look forward to continuing the strong working relationship we have built, while achieving excellent results for our mutual clients.read moreread lessTaylor B12/22/2023Nikki and her team have completed setting up the financial plan they designed for me. I have been very happy with the professionalism shown by the members of this"My Wealth Solutions" team and and very happy to be going forward with themread moreread lessRod Keller12/22/2023Had an amazing meeting with Matt Leech last week and it was just amazing. Being a beginner in investments and wealth management he opened my eyes in ways that I never even thought of. He knows what he is talking about has immense knowledge and experience. I would definitely work with him in the near future and I would 100% recommend him to others who are looking for financial advice and guidance.read moreread lessNishant Pai12/22/2023
- After assessing quite a few different Financial Advisors, my choice to work with Matt from MWS was one of the best decisions I've made. Matt is super knowledgeable, capable, understanding but above all he is a great listener, kind, genuine and really goes above and beyond for you. Matt has provided me with a plan that is suitable for my needs, it's practical, realistic and his analysis and advice has been astonishing! I can finally be in a position where I am quite comfortable about my future and being financially independent. I highly, highly recommend Matt!read moreread lessSheetal Purohit12/22/2023We have been with MWS for the last 3 years. On first contact, they provided a clear pathway towards our financial and life goals and have kept us accountable ever since. Ben's attention to detail and ability to explain concepts simply have been greatly appreciated. The office staff are always pleasant and are quick to response to any questions. Would highly recommend!read moreread lessKevin Doan12/20/202320/10 recommend Izzy, lovely, non-judgmental, and efficient at his work. I felt happy leaving our session. Thanks Izzy.read moreread lessAmie Cox12/05/2023
- Matt Leech and the MWS team have been awesome to work with so far. My partner and I engaged MWS on a free consultant and from then Matt and the team have created a tailor financial plan that considered our age, risk profile, returns and end goals. I’d recommend anyone looking to try secure their financial future to get in touch with Matt and the MWS team.read moreread lessDavid Flynn11/28/2023Ben and his team take all the stress out of managing my money for me. The team are always quick to respond to my queries and are extremely helpful with all my situations when they change.read moreread lessRaquel Hewitt11/10/2023From the very beginning, My Wealth Solutions took the time to understand my financial goals and risk tolerance, tailoring a comprehensive investment strategy that aligns perfectly with my needs. Their proactive approach to market trends and timely adjustments to my portfolio have yielded good results.read moreread lessNaumaan Latif11/10/2023
- I am a retiree. Josh, Sam and their team understood my needs, and helped to establish a finanical portfolio, such that I can enjoy a comfortabel retirement life, thank you.read moreread lessDennis Hui11/07/2023Cory is awesome. Very clear and thorough communication, which helped us understand our options and make the best decsion for our future. Highly recommend!read moreread lessBenjamin Brown10/31/2023We have always received good advice and prompt service to suit our needs. Ben and his team are great to work with. Highly recommend themread moreread lessKerry810/12/2023
- Absolutely excellent service from Cory Behrens and Adam Chandler who supports him. Cory is extraordinarily knowledgeable and a great listener who has helped set me on the path to retirement by taking into consideration all aspects of my financial situation and future desires. He is thoughtful and personable and explains things in layperson's terms for me.I am very happy with the service and recommend him without reservation.read moreread lessAmanda Wallas9/19/2023Cory and his team have made my transition to retirement stress free and easy to understand. They are extremely professional and easy to talk to. Everything was explained in simple terms. They were extremely couteous and patient with any queries or questions I had. I recommend My Wealth Solutions to anyone needing advice and support to secure their financial future. Jackie Wread moreread lessJackie Watson9/19/2023Nikki and the team at My Wealth Solutions have been helpful and advised me well throughout the process of implementing a financial plan that fits perfectly my needs and goals for the future. Thank you!read moreread lessJean Blans9/19/2023