About My Wealth Solutions

Your team of expert financial advisors providing practical financial advice tailored to you.

At My Wealth Solutions, our aim is simple: to help you achieve your dream financial future by empowering you to make smart financial decisions.

How do we do this?

  • By providing achievable financial advice that is tailored to your personal financial situation.
  • As we’re not owned by a big bank or other institution, our advice will always have your best interests at heart.
  • We’ll never leave you in the dark when it comes to explaining why we’re doing what we do.

Our team of financial experts are here for you, no matter what financial challenge you be facing.

We understand exactly what everyday families want when it comes to financial advice.

You want a financial advisor who understands the challenges you’re facing that prompted you to seek financial help.

  • You want an advisor who will help you tackle those challenges with the confidence only professional, experienced guidance can provide.
  • You want a financial advisor who listens and makes sure that your unique financial goals, needs and wants are the basis of every financial decision you make.

We do just that – and so much more.

No matter what your current financial situation is, we work together with you to create a personalised financial plan designed from the ground up to help you achieve your specific financial goals.

Whether you’re just starting out, planning for a particular life event, searching for a specific service or strategy, at a certain stage in your financial journey or anything in between, our team is here to help.

We take the time to personally get to know your current financial situation, goals and dreams. This knowledge allows us not only to develop a customised financial plan just for you but also to ensure we’ll be able to help you at every step along the way.

We provide clarity and direction as you work towards securing your financial future, so you can successfully navigate any challenge that comes your way with ease.

And then we take it one step further by striving to exceed your expectations at every opportunity. From financial guidance and advice to communication, planning and education, we aim to ensure your experience with us is exceptional.

The My Wealth Solutions Approach

All of our recommendations are centred around our values and lifestyle approach to financial planning, which ensures that your financial plan is suited to your particular financial needs, wants and goals.

This, in conjunction with our investment beliefs and core values, allows us to continue to achieve financial security and peace-of-mind for our clients.

By becoming a part of the My Wealth Solutions community, you will gain:

  • Access to a dedicated financial advisor at all times
  • Financial clarity at every stage of your journey
  • A financial plan designed just for you from the beginning
  • Regular reviews and adjustments to ensure your financial plan always reflects your current situation
  • A team of financial professionals at your fingertips
  • A practical path to get from where you are now to where you want to be
  • Answers to every single one of your questions
  • The confidence of knowing your financial future is secure and on track

With My Wealth Solutions by your side, achieving your financial goals and securing your future has never been easier.

But that’s enough about us. 

We want to know about you just as much as you want to know about us.

Get Tailored Advice Today

Meet Your Financial Planning Team

Get to know the team who will be with you every step of the way when it comes to securing your financial future.

Director & Senior Financial Advisor

Ben

 

Budge

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Director & Managing Principal

Guy

 

Freeman

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Financial Advisor

Nikki

 

Booth

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Financial Advisor

Robert

 

Creaton

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Paraplanner

Ross

 

Pocock

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Client Services Officer

Annabel

 

Roberts

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Client Services Officer

Jack

 

Lorton

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Client Services Officer

Malcolm

 

Hall

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Client Services Officer

Nathan

 

McGrath

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Strategic Communications Manager

Tim

 

Vize

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Family Law Accredited Specialist

Deborah

 

Awyzio

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Communications Assistant

Shannon

 

Coward

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Family Law Specialist

Lisa

 

Foley

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Review Services Officer

Tim

 

Reid

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Review Services Officer

Pru

 

Reddy

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Mortgage Broker

Ruan

 

Burger

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Get Your Free Consultation

Let us know how we can help you obtain to a more secure financial future.
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CLIENT TESTIMONIAL

I contacted Ben Budge to provide a holistic review of our financial position, including investments, superannuation and retirement planning. Ben provided a summary of our financial goals, along with how our strategies aligned with those objectives…which was great for motivating us to make some changes…I would consider Ben to be very professional and friendly, and I’d recommend him to anyone seeking to secure their financial and retirement planning.

Ian J.
CLIENT TESTIMONIAL

Joining My Wealth Solutions was one of the best decisions I’ve made – they have a great team there and communication is fantastic. Ben walked me through the whole process and I knew I was in safe hands with the transparent explanations of all aspect’s of what I could expect. I can’t recommend them highly enough and am excited about what’s to come.

June J.
CLIENT TESTIMONIAL

My wife and I decided to make some changes to the way we were managing our finances and planning for our future financial security. Through the process of re-financing for the construction of our new family home,…from the very first meeting we had with Ben, we were comfortable and at the same time excited about…to our financial planning and future position.

Andrew H.
CLIENT TESTIMONIAL

So far my experience with Ben and the team at My Wealth Solutions has been exemplary. They have offered fantastic, reliable and prompt advice and their knowledge far outweighs the cost of service. I would recommend this route to anyone seeking financial advice. Looking forward to my future even more so thanks to My Wealth Solutions.

Adrian L.
CLIENT TESTIMONIAL

We have been extremely happy with the service and advice that we have received from Ben and all of the staff at My Wealth Solutions. Ben and his staff are always very friendly, helpful and take the time to discuss any questions that we have had along our financial advice journey to date with them. We would have no hesitation in recommending the services of My Wealth Solutions.

Susan K.
CLIENT TESTIMONIAL

The team are extremely professional and helpful. Ben has taught me so much already and now I feel like real wealth creation is the reality of my future rather than something that I’m just hoping for. Emily has always gone over and above to make everything really easy for us as well as answering any questions we might have quickly and efficiently. I have and will continue to recommend MWS to any of my friends or family.

Francis R.
CLIENT TESTIMONIAL

My experience with My Wealth Solutions has been positive from the beginning. Ben answered my many questions and took the time to discuss any concerns in detail to clarify any grey areas. I’m very happy with MWS and look forward to a long association with them. I would recommend My Wealth Solutions to anyone looking for excellent financial advice/planning.

Margaret G.
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.
award winning and highly recommended