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 may be facing.
As a firm that has had the same core values at heart since our beginning, 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.
Working with our Directors and Founders, Ben and Guy, the My Wealth Solutions leadership team developed this approach into a set of core values and guiding principles designed to shape how we moved into the future as a team.
These core values and guiding principles underpin every action we take as your team of professional financial experts and shape our investment beliefs, as exemplified in the CARE Investment Philosophy.
Together, our approach to financial planning, our core values and guiding principles 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 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.
