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 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.

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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Associate Advisor

Ross

 

Pocock

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Client Service Operations

Annabel

 

Roberts

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Client Services Officer

Jack

 

Lorton

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Client Services Officer

Sofie

 

Persson

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Client Services Officer

Scott

 

Oudendyk

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Client Services Officer

Wade

 

Cameron

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Client Services Officer

Bessie

 

Van Koeverden

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Client Services Officer

Will

 

Kettleton

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Strategic Communications Manager

Tim

 

Vize

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Communications Assistant

Shannon

 

Coward

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Family Law Accredited Specialist

Deborah

 

Awyzio

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Family Law Specialist

Lisa

 

Foley

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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 believe whole heartedly everyone needs to take their wealth and future in their own hands and not just rely on their industry super fund. Financial industry professionals like Ben are key in helping us all achieve the goals we need looking beyond retirement. We were grossly under insured and had a poor idea about what insurance could really do for us as a family. He was so friendly and very approachable…Big tick from us!

Kristy R
CLIENT TESTIMONIAL

We have found the team at My Wealth Solutions to be professional and extremely knowledgeable within their field. Ben has taught us so much about how to better our financial situation. Dallas and I highly recommend Ben and the team to anybody wanting to take their finances to the next level.

Renee W
CLIENT TESTIMONIAL

Excellent service, very professional and great attention to detail. Highly recommend Ben and the team at My Wealth Solutions to take care of any of your financial needs.

Ilija S
CLIENT TESTIMONIAL
Having come from a planner where we were very disappointed, it has been a refreshing change dealing with Ben & the team at MWS. They are responsive, helpful, go above and beyond to answer questions and most importantly we have found it easy to understand the finance speak and to actually understand what our money is doing. Thanks for a great experience so far!
Rochelle
CLIENT TESTIMONIAL

I contacted My Wealth Solutions with the intention of setting up a financial plan for my family’s future. To date, Ben and the team have been very helpful in helping me work through the steps required. The group are both responsive and professional.

Michael W
CLIENT TESTIMONIAL
Ben and the team at My Wealth are a very professional, yet friendly service. I feel confident that my money is being handled with my best interests at heart. I would recommend My Wealth to anyone, no matter your financial position!
Michael J
CLIENT TESTIMONIAL

Excellent service! My girlfriend and I were looking for ways to maximise returns to make to most out of our money. We needed someone with more knowledge in the financial sector than ourselves who we could bounce ideas off and come up with strategies that we hadn’t thought of. Ben and the team at My Wealth Solutions have done exactly that. They have been available for us to ask questions and have been patient with their explanations making sure we understand.

Russell D
CLIENT TESTIMONIAL

Ben and his team at MWS are very easy to communicate with and they take the time to explain the nuances involved in financial advice as well as being transparent with costs associated, which is refreshing and trustworthy.

Andrew P.
award winning and highly recommended