- Professional, 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 Trehan3/04/2024Professional, 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 Bauer2/14/2024
- Talking 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 Doig2/12/2024My 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 Counter1/08/2024
- Nikki 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 Pai12/22/2023After 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 Purohit12/22/2023
- 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 B12/22/2023I 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 Badman12/22/2023We 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 Doan12/20/2023
- 20/10 recommend Izzy, lovely, non-judgmental, and efficient at his work. I felt happy leaving our session. Thanks Izzy.read moreread lessAmie Cox12/05/2023Matt 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 Hewitt11/10/2023
- From 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 Latif11/10/2023I 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 Brown10/31/2023
- We 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 lessKerry810/12/2023Nikki 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 Blans9/19/2023Absolutely 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 Wallas9/19/2023
- Cory 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 Watson9/19/2023Josh Bareham and the team from My Wealth Solutions have been great to take our financial planning to the next level as we start looking ahead towards retirement. They have given us plenty of helpful hints and tips and their advice is always timely.read moreread lessPauline Blackwood4/30/2023My Wealth Solutions have been outstanding. I was a bit sceptical leading into my initial appointment however all concerns were gone immediately. Daniel has made me feel comfortable and has been extremely easy to talk to about my financial goals. He and his team have kept me in the loop throughout the entire process. Great communicators, extremely professional and have made everything easy. I’m excited about my financial future and look forward to seeing the results we can achieve. Thanks to Dan and the team.read moreread lessHarrison Muller4/10/2023
- Cory, Adam and the team at My Wealth Solutions have been so helpful, supportive and responsive throughout the whole process of implementing a financial plan. Thank you!read moreread lessLua Exo3/13/2023My wife and I have known and dealt with Guy, Nikki and all the rest of the team over many years. First came to know Guy when he was part of the CUA team and followed him over eventually to the My Wealth platform. They assisted me with setting up a pre-retirement package to minimise my taxation situation with salary sacrifice, investments and other cost saving plans. Nikki and others helped us enormously when I eventually retired from my Marine Engineer's career and had to deal with CentreLink to get started on a part Aged Pension as well as being self funded from my super. They guided us through the setup and eventual disband of a self managed superfund and we now just motor along on our super plan as guided by the team. They have always treated us very well, have given great advice, always made themselves available at times of query and followed through when requested. My one complaint is that the call waiting music is terrible....... (sorry guys I couldn't resist..!!!) September 2022 The above still stands as our recommendation.read moreread lessPeter McKenzie10/03/2022me and my partner had a very good experience with mywealth solution. we had a long discussion on our financial goals and the team helped us plan how to acheive thatread moreread lessBina shah9/03/2022