Financial Planning Fees

At My Wealth Solutions, we customise every financial plan to each individual client and so does the cost. Our initial consultation is completely free of charge.

Our Process

Is unique and once we have received your financial health snapshot and discussed your goals with you, we will be able to begin developing your custom financial plan.

As non-institutionally owned financial advisors we do not receive any commissions from investment and superannuation products or remuneration from financial institutions. Therefore, we can recommend investments that will help you secure your financial future.

The Cost

There is an ongoing cost associated with the responsibility of maintaining your financial world and it is something we do not take lightly.

These ongoing costs are on a per annum basis that are debited each month. Our clients have the option to extend our services at the end of each twelve month period. In some situations, the cost of our services can be taken out of your super/investments.

We will never take on a client who we believe we cannot help. In this extremely rare occurrence, we will do our utmost to refer you to someone more suited to your circumstances and will be able to help.

If you require more expert advice or additional information about forced savings accounts or plans don’t hesitate to contact the teamĀ onĀ 07 3852 4114.