About My Wealth Solutions

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.
• Ensuring that 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.

As a firm that has had the same core values at heart since our beginning, we understand exactly what everyday families need when it comes to financial advice.

You want an experienced Financial Advisor who listens, and makes sure that your financial goals and needs are the basis of every financial decision you make. You also want a reliable and transparent financial advisor who can give you the confidence and clarity to make big or small decisions towards growing your wealth.

We do just that – and so much more.  No matter what your current financial situation is, we work with you to develop a financial plan that is custom-designed to help you achieve your specific financial goals. As we take the time to personally get to know your financial situation and goals, we are able to create a financial strategy and implementation plan that gets the most from your money and ensures every element is working for you.  All of our recommendations are centred around our core values and lifestyle approach to financial planning; our core values underpin every action we take and shape our investment beliefs, as exemplified in our CARE Investment Philosophy. 

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

We provide clarity and direction on your pathway to financial security and success, 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 your first contact with us, through to the implementation of your plan and ongoing review and check-ins, we aim to ensure your experience with us is exceptional.

The My Wealth Solutions Approach

Our approach to financial planning, our core values and our investment beliefs allow 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 and a team of finance professionals at all times
• A financial plan designed just for you, to get you from where you are now to where you want to be
• Financial clarity at every stage of your journey
• Regular reviews and adjustments to ensure your financial plan always reflects your current situation
• Answers to every single one of your questions
• The confidence of knowing your financial future is secure and on track
• Clear and transparent value for your fees and exceptional attentive service

With My Wealth Solutions working for your success, achieving your financial goals has never been easier.  But that is enough about us!

What is holding you back from taking that next step? Our clients all wish they had started working with us earlier. Send a message now and find out how we can help your situation, both now and into the future.

Get Tailored Advice Today