About My Wealth Solutions
Values and lifestyle based financial planning.
My Wealth Solutions is a Brisbane based non-institutionally owned financial planning company focused on helping people create, grow and protect their wealth.
No matter what stage of life you are in, we will work closely with you to build a personalised and practical financial plan designed to help you achieve your financial goals. We firmly believe in exceeding our clients’ expectations in every aspect of our service – from guidance and advice to communication, planning and education.
Why Choose Us?
Something people often notice about us is that we are different from typical financial advisors and planners. Our team take the time to understand your needs, wants and fears to create a custom plan that will work for you. We also steer away from confusing language, walking you through every step of the process and speaking in clear terms you will understand.
Don’t just let us tell you why, here’s what some of our current clients have to say.
“My Wealth Solutions are the first financial advisers I have found that consider your entire financial position. They are not focused on one product or investment type, rather they are focused on finding the right financial solution for your current situation. I am looking forward to working with Ben and his team over the coming years.” – James C.
“Ben and the team at My Wealth Solutions have been incredible to work with. They discussed our financial situation and proposed ways to improve our position in an easy but professional manner that left us feeling very secure about the future. Timely responses to our questions and keeping us up to date on changes and progress only enhanced the feeling of trust we had with them. Thoroughly recommend the team if you are looking for sound financial assistance.” – Warren A.
“Guy has been most helpful from the first meeting and still continues to ensure I am kept in the loop with everything in regard to my financial position. Guy sorted my super and has ensured my insurances are relevant to my current position. Highly recommend MWS.” – Scott H.
Our Financial Planners Will Provide You With
♦ Constant access to a personal advisor
♦ Financial clarity at all stages of life – from first job, to marriage, to raising a family and retirement
♦ Personal finance guidance for your situation and needs
♦ Complete support from a team of financial experts
♦ A comprehensive plan that we develop with you to achieve your goals
♦ Regular reporting and updates on your financial plan implementation and performance to make sure you are on track to achieve what’s important to you
♦ Adjustments to financial strategy and investment portfolios over time
♦ Reviews of both internal and external market conditions and other influences
♦ Live online access to your investment information
When you become part of the My Wealth Solutions Community you can expect one on one attention from our company founders, Benjamin Budge and Guy Freeman, who will always ensure you are happy and comfortable with your financial plan.
Don’t settle for an ‘off-the-shelf’ solution, choose a financial planner who will focus on your individual circumstances and goals.