About My Wealth Solutions
As a non-institutionally owned financial planning firm based in Brisbane, we are 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.
This is done by using our holistic approach to financial planning that covers superannuation, personal protection, investments, retirement, home loans, asset protection, specialist loans and tax.
Our financial advisors will carefully listen to your current situation, goals and objectives. They are then able to develop a customised financial plan that’s suited to your needs and they will be alongside you every step of the way.
At My Wealth Solutions, we firmly believe in exceeding our clients’ expectations in every aspect of our service — from guidance and advice to communication, planning and education.
The My Wealth Solutions Difference
Create • Grow • Protect
We are a full-service financial planning firm that has over three decades of combined financial planning experience with helping families achieve the financial future they desire and deserve.
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.
Using our values and lifestyle approach to financial planning in conjunction with our investment beliefs and core values we have been able to successfully achieve peace of mind and financial security for our clients.
What Some of Our Clients Have To Say
For more of what our clients have to say view our Testimonials Page.
My Wealth Solutions Will Provide You With
- Constant access to a personal financial advisor
- Financial clarity at all stages of life – from your first job to marriage, to raising a family and retirement
- Personal finance guidance for your specific 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
- Expert advice on all aspects of financial planning
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.
