Our fees are always clear & transparent

Financial advice can seem expensive, particularly if you can’t see the benefits immediately. At My Wealth Solutions, we are committed to ensuring that you receive financial value over and above what you spend in fees. We’ll provide a quote for your fees at the end of your first no-obligation consultation.

We try and keep our advice as accessible as possible for the average person. Advice fees can be covered from superannuation, or paid from your cashflow, depending on your circumstances. Some of your advice fees may also be tax-deductible if they are related to tax advice or producing a taxable income.

4.9

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Fee-for-service

How our fees are calculated

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Our fees are tailored to each client’s individual situation. They are based on the level of support and strategies that your plan includes. To us, this is the best and fairest method: you pay based on the services we are delivering. There are no hidden costs or complex payment system – just a simple fee-for-service.

To determine the cost of our services for you, your adviser will get to know your situation, including your lifestyle needs and your goals, at your Discovery session. At the end of this meeting, we’ll provide you with a transparent quote based on what services we recommend for you. You will have the opportunity ask any questions about our fees and strategy recommendations.

We do not accept conflicted remuneration and receive no commissions on superannuation or investments (we do receive commissions on certain life insurance products).

Breaking down our fees

We’ll tailor our fees to your situation, but they will always follow this structure. This is based on the different stages of work that we do for you.

There are no hidden fees and you’ll receive a detailed fee schedule that you can refer to at any time.

Commitment Fee

Price: ranges from $354 to $990.
Your commitment fee is for us to start creating your personalised strategy. At this stage, you’ll also receive a quote for all fees based on our recommended services.

Implementation Fee

Price: starts at $2,800 per person
Once you have chosen to become a client, we will implement your plan. This often includes setting up accounts, investments, superannuation planning, and activating other strategies.
The fee range will depend on the plan complexity. A portion of this fee is tax deductible, and some can be charged from superannuation.

Ongoing Service Fee

Price: Starting at $250 per month.
Following implementation, we will continue maintaining your plan, investments, and other strategies. Each year, we will complete a review of your progress towards your goals, and meet with you to discuss any changes you’d like to make. Our ongoing service allows you to have a financial professional on your side at all times.

THE VALUE OF ADVICE

How we add value

Holistic advice is about more than just money. It allows you to focus on what is most important to you and your family, and use your money with clarity and confidence to create the life you want to live.

But what is the actual value of advice? Well, we believe that our fees should be vastly outweighed by the enhancement to your life and finances that our advice provides, both in the value added to your bottom line, as well as in peace of mind.

Our holistic range of services are supported by our network of connections to some of the best complimentary service providers. Your adviser acts as a project manager to recommend when additional services might be needed. Clients extend our services at the end of each twelve-month period by signing an agreement for the next 12 months, however, you can request to change or exit our professional relationship at any time.

Our ongoing service allows us to be

Continually monitoring, adapting, evolving, and adjusting to any legislative or market changes, as well as any changes to your circumstances
Providing accountability and support for you to reach your financial goals
Updating your strategy as you reach financial milestones
Here to answer your questions and help with financial decisions
Providing ongoing investing and management, including rebalancing

THE VALUE OF ADVICE

What the research says

Russell Investments conducts an annual review on the value of having an adviser. In 2023, they found that the value that advisers added to their clients was 5.9% per annum, based on the benefits in their ABCT framework.

Research by Morningstar, published in the Journal of Retirement (“Alpha, Beta, and Now…Gamma”) demonstrated that better financial decision-making across asset allocation, withdrawal strategy, guaranteed income products, tax-efficient allocation, and portfolio optimisation can create an average of 29% more income for retirees! They also found that personalised advice and a combination of strategies could help 71.2% of households avoid an austere retirement.

David Blanchett wrote in “The Value of Goals-Based Financial Planning” (published in the Journal of Financial Planning), that research supports personalised goals-based investing, which can result in up to 15% more client wealth.

Insignia Financial, a top ASX200 company, published their True Value of Advice study in 2020, which found that 90% of clients who see an adviser say that it has left them in a better position. They cite improved mental health (50%), less stress (88%) and better relationships (41%).

Is Financial Advice For You?

Now that you know our fee profile and the value you will receive, it’s important to note that financial advice isn’t for everyone. We hope to help as many people as possible, but we may recommend that advice isn’t right for you at this time. If we cannot help, we’ll do our best to refer you to a service that can. This could be for financial reasons, or maybe you’re looking for a different style of advice or specialisation which we don’t offer.

For example: we don’t offer one-off advice. We also don’t provide advice on one area without considering your whole financial situation.

Are you financially ready for advice? Read our blog to find out.

If you are ready to make your money work for you, get in touch today. We’re happy to chat with you about what we can offer, and will make the process as simple and easy for you as we can.

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We are known for incredible service

Our clients give us a 9.7/10 approval rating

Stephen Banks 1 week ago

Colby and the team from essential wealth solutions are not just professionals but they feel like part of your family very easy to talk to and explain everything,good job guys👍

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Chris Modini 2 weeks ago

Matt and his team have been extremely helpful throughout the entire process. I came to them with the goal of investing my money and hopefully building a property portfolio. From the first meeting Matt reassured me that this was possible and put my mind at ease with the process involved in this. He also helped me to maximise the most of my superannuation which is something I didn’t think about because of my age. Whenever I needed clarification on investments, fees or just to ask a question on something I didn’t understand, Matt and his team have been prompt and professional in addressing my questions.

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Shane 2 months ago

When I first engaged Matt Leech, I lacked a structured approach to maximising my income and planning for retirement. From our very first meeting, Matt demonstrated deep expertise and took the time to fully understand my circumstances and objectives. He listened carefully and presented his advice clearly, ensuring it aligned with my long-term goals.

The development of my financial plan was thorough, transparent, and collaborative. The strategy Matt recommended was both prudent and easy to manage, with a clear focus on achieving my short- and long-term priorities.

I now feel far more confident in how my finances are positioned for the future. I highly recommend Matt to anyone seeking a comprehensive financial plan that thoughtfully balances risk and return.

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Bri- Fi 2 months ago

Izzy is very approachable and I’m more than happy with the difference she has made to my portfolio.

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Dorian Williams 2 months ago

Since I reached out from the get go, MyWealthSolutions have been helpful, kind, and understanding, without being pushy at all. I feel like they have really listened and tailored all of my financial goals and requirements as needed. I trust them and I like that I have catch ups yearly or whenever suits me, as well as them being available when needed. I would highly recommend MyWealthSolutions for anyone looking for human, caring and trusted financial support.

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Maliki Mclaren 2 months ago

Professional, fast actions and responses, successful results.

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Michaela Moss 2 months ago

Thank you Hayden from My Wealth Solutions. You take the time to listen, to understand us and to provide options and advice giving us confidence in our financial future.

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EK_PH 2 months ago

Matt and his team have been providing professional financial advice for a number of years and have really set me on the right path for financial security and future retirement planning.

Highly recommended

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Katie D 3 months ago

Daniel has been amazing, planning for my future and wealth planning is all new to me and Daniel and the team have been fantastic to deal with straight from my first phone call. It’s a decision I should’ve made years ago but I’m pleased to be in professional, friendly and knowledgeable hands now

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Ann Hine 3 months ago

Matt has been terrific to meet with and my partner and I are already seeing and experiencing the benefits of his suggestions. Matt is very approachable, a great listener and easy to contact. It is wonderful to know that we are being guided by such a trustworthy and capable man.

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Darcy Darwin 3 months ago

Hayden has been my financial advisor for 15 months now. He has helped my substantially in growing my wealth as well as my knowledge regarding income, tax, super and insurances. Hayden is incredibly knowledgeable and adapts easily when I have changed my goals and directions in my work and personal life.
Signing up was definitely not a regret and I have already recommended him to a few mates.

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Anh Tu Pham 3 months ago

Josh has been an outstanding financial advisor. He takes the time to explain everything clearly and always makes sure I understand my options before making any decisions. His advice has been practical, easy to follow, and tailored to my goals. Highly recommend.

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Lara Kimberley Sittig 3 months ago

We’ve been working with Josh and the My Wealth Solutions team for 3 years now. It’s given us great peace of mind to work with them on ensuring we’re well positioned to meet our financial objectives. All of the advice and action taken has yielded great results. Would recommend them happily.

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Glenn Scott 3 months ago

Very knowledgeable, thorough and professional. Great tools to help model progress toward goals. Works seamlessly with my accountant.
Would recommend them

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jackie dellar 3 months ago

Colby is very knowledgeable and understands individual needs

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Lauren Charlton 3 months ago

My Wealth Solutions have been amazing in sorting out the best products and financial plan for us and our goals

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Andrea Franceschi 4 months ago

Matt is an outstanding financial advisor, knowledgeable, approachable, and always focused on what’s best for his clients. He takes the time to explain everything clearly and makes you feel confident about your financial decisions. Highly recommend!

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Kym Kelly 4 months ago

Hayden and his support staff have been great to work with. They have fully supported us in the process of working towards setting our targets for the complex needs of our future retirement. It is a relief knowing that we can contact them to ask any question or to get a quick update on where things are at and always get a prompt response.

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Charles Wright 4 months ago

Excellent service from the start, sounds advice and quality outcomes. As opposed to other advisors they provided a full and proper plan even before paying, convinced me that they were the ones for us

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Cameron Parsons 4 months ago

Hayden has been a breeze to deal with and has made my financial life streamlined with purpose. His professionalism and approachability has made it all the easier. Would highly recommended to anyone!

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Rebecca Hopper 4 months ago

Hayden is always available to respond to me with any queries or questions and my portfolio is performing very well so I’m very pleased and highly recommend my Wealth Solutions .

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Bart Banda 5 months ago

Cory and his team helped my wife and me set up our financial long-term plan and it was much easier than I expected it to be. Cory was very professional and detailed oriented and fully understood our total financial situation and our goals. He was very good at explaining everything to us in clear language and concepts that were easy to follow. We are very happy and impressed with the service they provided and can’t recommend them enough.

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Andrew 5 months ago

My Wealth Solutions have given us a financial plan that is suited to our goals, and we feel is achievable. Their advice is great, and they’re easy to get along with. Would recommend.

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steven de feudis 5 months ago

Very informative and walk you through each step. Highly recommend

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Hannah McCluskie 5 months ago

Colby has been amazing helping us reach our financial goals. He has walked us through every step of the way. He is personable and professional and the other staff have been amazing too. Cannot fault them. Would highly recommend them to anyone.

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Nadine Shome 5 months ago

Useful annual meetings for forward planning. Regular adjustments and monitoring of super funds etc and their performance.

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T Nel 5 months ago

I’ve been with My Wealth Solutions for a year now. Daniel in Brisbane has been informative, knowledgeable, patient and kind throughout. Very happy and grateful.

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Matthew Leong 5 months ago

We continue to obtain great value from our visit with Nikki at my wealth. She takes our personal situation into consideration and provides targeted advice to the direction we have set out.

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Jess Stevenson 6 months ago

Great service & attention to detail.

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Michelle Gray 6 months ago

Hayden provides excellent advice and is a true asset to the team. I could not be happier with my experience. Highly recommend!

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tim markovic 6 months ago

Matt and TP have been a pleasure to work with – always professional, transparent, and helpful. They clearly explain every step of the process and I highly recommend the team.

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Wendy Chetham 6 months ago

Thanks to Hayden’s professional financial advice and guidance—alongside my newfound sense of financial accountability—I now feel hopeful and confident about achieving my financial goals. I’m truly grateful to Hayden and the entire team.

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Darron Haworth 6 months ago

Highly recommended for all your financial needs. The ongoing support, advice, and service is second to none.

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Phoenix Project 6 months ago

Great service and professional staff. All advice given has been up to date and tailored to my specific needs.
Thanks for all youve done MyWealth Team.

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Olivia Whyte 6 months ago

We have been with My Wealth Solutions for a few years now and are very happy with the care and expertise we have been given by Josh and the team.
Would recommend if you are looking for a financial advisor!

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Jacques Cockeram 6 months ago

Josh have been very helpful throughout the process and I will definitely recommend them.

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John Knox 6 months ago

Great catch up with Hayden, he really digs in to what our financial aims are and pivots as required to supports our aims, top man!

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Joe Mckinnon 7 months ago

I’ve signed up with My Wealth Solutions after getting a recommendation from Smartline Loans. MWS has been very good in handling my requests and helping position my investments to generate a good return, in these tough times. They look at the whole picture, your dreams, your goals and help you define a solution that works for your needs.

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Amanda Wallas 7 months ago

Another very helpful and confidence -boosting meeting with Cory, as always, yesterday. He is a great listener, he is extremely knowledgeable and has many solutions, all of which he explains with clarity and in simple terms for me. I am very happy with the service and recommend him without reservation.

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N Fern 7 months ago

Josh Bareham and team have been great to deal with. We’ve been with MyWealth for 4yrs now and have been happy with their service, advice and communication from the entire team. Happy to recommend them as your trusted financial advisor

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Bree Woods 7 months ago

Highly recommend Izzy for his no nonsense approach.

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Mick Murphy 7 months ago

My wealth solutions have been fantastic… Thanks again to Josh and team, always informative and comfortable to talk to. Great communicators, professional & we are so glad we reached out a few years ago … they really have taken the stress out of financial planning. M & A Murphy

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Cathleen Johnston 8 months ago

Hayden was knowledgeable in the areas I required financial advice in. He was also able to offer very practical recommendations on reaching my financial goals.

Thanks Hayden

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Wissam Karime 8 months ago

Corey is a good advisor, easy to deal with and available to answer questions.

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Jessica 8 months ago

I’ve absolutely loved my experience working with Hayden Boglary! I feel such a huge sense of relief and confidence about my finances and future planning now — especially around income protection and life insurance. Hayden explained everything so clearly and guided me through decisions I didn’t even know I needed to consider. My only regret is not starting this process sooner

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Caroline Morrissey 8 months ago

Matt from My Wealth Solutions has been wonderful and I am confident he has my best interests in mind. I am so grateful that I found this company (through a Google search!!) and I’m relieved that my superannuation is being looked after.

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Stephanie Fergusson 10 months ago

Cory and team are very professional and responsive. Highly recommend.

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Anthony Corsaro 12 months ago

Izzy Tittor is an outstanding financial advisor who goes above and beyond for his clients. His professionalism, expertise and genuine care make him a stand out in the industry. What truly sets Izzy apart is his deep compassion and dedication working with Veterans. He understands the unique financial challenges we face and works tirelessly to provide personalised solutions that secure our future.
His ability to simplify complex financial matters makes the entire process stress free and empowering.
I highly recommend Izzy and My Wealth Solutions to anyone seeking expert, compassionate financial advise.

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Penelope Pearce 12 months ago

Making financial decisions can be very daunting for most people, particularly at retirement age with little or no knowledge of financial markets and services, however when we met with Matt Leech from My Wealth Solutions all our prayers were answered! Matt listened and provided reassurance and advice that totally outweighed anyone else we had spoken to. The decision to have Matt and MWS on our side has been a great one and we look forward to a very prosperous future. I would also like to give recognition and thanks to Emily Atherton who is our Client Services Officer. Emily handles everything in a very professional and timely manner and never misses a beat. Thank you to both Matt and Emily 😊

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Anita Ghazi 1 year ago

Matt Leech is an authentic, brilliant and attentive financial advisor.
Matt’s commitment to assist me with my financial goals and his dedication to making informed decisions have truly impressed me.
Thank you Matt.

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