Our Process

Our process results in a financial plan tailored to your unique situation, needs and goals.

Our Financial Planning Process

Our financial planning process is built from the ground-up around one simple principle: getting to know you and your unique financial circumstances before making any recommendations.

As a family-owned financial planning firm, we believe that everyone deserves access to professional financial planning, no matter the amount in your bank account. That’s why we aim to help everyday families create, grow and protect their wealth.

No matter where you are on your financial journey, our team of expert financial advisors are here to help you create and implement a financial plan tailored to your specific circumstances.

Everything starts with our financial advisors listening carefully to your current financial situation and future goals. Then, they create a customised financial plan that will help you to meet your short, medium and long-term financial goals and ensure you have expert guidance on every step along the way.

How our financial planning process works.

We ensure you are informed and empowered throughout the entire process.
Step 1

Your Initial Enquiry

Our financial planning process starts with first you asking yourself the vital questions of what it is you want to achieve financially and then making an enquiry.

Feel free to tell us a little bit about your situation, any challenges you experience day to day or merely where’d you like to be.

Upon receiving your enquiry and information, we then move to the next step in the planning process.

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Step 2

Our First Conversation

Following up from your enquiry, one of our financial advisors will call to simply introduce themselves and vice versa.

If we believe we can help, we make a plan to meet face to face. We will first ask for a brief snapshot of your current financial situation. These will include things like your income, superannuation figures, assets, (big or small), and importantly your goals.

Upon collecting this information we begin work in assessing how we can best achieve your goals, drafting a plan on what tools and investment strategies will work best. All of which leads to our first in-person meeting.

Feel free to tell us a little bit about your situation, any challenges you experience day to day or merely where’d you like to be. Upon receiving your enquiry and information, we then move to the next step in the planning process.

Enquire Now

Step 3

Meet & Greet

This is where the planning process really kicks off. Upon learning more about your situation, our directors will ensure you feel comfortable enough to discuss financial related matters.

Our advisors pride themselves on their ability to listen and hear what you have to say first and foremost, absorbing all important variables beyond just finance.

These are the moments where we begin to break things down and highlight strategies and options that can form part of your overall financial plan to help deliver your goals.

This phase is different for everyone and subsequently, is done in a manner that ensures all factors are covered and included.

It’s here you will see the elaborate and innovative understanding of financial planning we can provide, and will walk away with more knowledge and information about how to best move to the next stage.

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Step 4

Develop Your Unique Plan

This is where we begin working on the finer elements of your financial plan. We call upon our extensive years of experience and skill in finance, leveraging all relevant investment avenues and legislative offsets to craft a plan that is both secure and lucrative.

We research, investigate and take all necessary steps to ensure we are minimising risk and optimising growth, formulating a thoroughly tailored financial plan.

We do this over a period of roughly three weeks. Why?

We allocate time for the necessities that are a part of all plans. However, we allow extra time to ensure all decisions made are the best for you and your financial future.

If we have any concerns or feel the need to improve anything, we have enough time execute such, before we present our plan to you. It also allows us to follow up on any extra details we might need.

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Step 5

We Present Your Plan

After examining every detail we then present our plan to you in person. This where we really come into our own at My Wealth Solutions. We explain all components of our plans in the simplest and most digestible manner. This keeps you informed every step of the way and helps instil a sense of comfort as we elaborate further into your plan and financial strategy.

After the presentation, we’re open ears to any feedback you may have. We’re fortunate enough to boast enough experience to modify where possible to meet your needs and quickly.

At My Wealth Solutions, we’re confident in our ability to propose financial planning that is cutting edge and industry leading.

We understand the sensitivity and importance of your personal finances, and as such provide you with the necessary space and time required to make your decision or the need to make changes.

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STEP 6

If Yes, Full Steam Ahead

If you’re confident in our proposal and want to invest in our plan, we then move toward the preliminary stages of implementation. This takes time for things to immediately kick in.

There’s a  bit of paperwork and so forth, all necessary to adhere to the legalities and to make sure everything is checked and double checked. It takes roughly 1 to 2 months before all elements of your financial plan are underway.

Where To From Here?

Financial growth and security.

By investing in a financial plan at My Wealth Solutions, you can be confident that all risk mitigation parameters have been endorsed. As your portfolio develops, we will keep in contact to inform you of any adjustments or decisions, as well as opportunities we believe are fitting of your finances.

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The CARE Investment Philosophy

The CARE Investment Philosophy is what happens when you combine smart investor behaviour with extensive, research-based decision making.

Designed to minimise the stress associated with fluctuations in the market, CARE is the right investment solution to help you reach your financial goals.

Learn More

CLIENT TESTIMONIAL

Ben and the team have been such an asset to our wealth building journey. They’re always readily available for help and advice, specific to our particular scenario. It has been a pleasure working with this team and look forward to many more interactions in the future.

Erika D
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
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

Guy and the team have given us peace of mind and confidence in our financial future. They keep us engaged and informed, make it easy for us to ask questions and provide us with tangible results in our regular reviews. We would recommend them to anyone.

Michael E
CLIENT TESTIMONIAL

Nikki and the team have proven invaluable to my financial control and wealth management, I would highly recommend the team at My Wealth Solutions to anyone in any financial situation. 11/10

Ethan M
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

Robert Creaton and his skilful team helped me and my wife through the process of financial planning by guiding us to take the right steps. I would recommend Robert and My Wealth Solutions to anyone who wants to secure their future without any stress.

Amit M.
CLIENT TESTIMONIAL

We’ve had a great experience at My Wealth Solutions. The team has been very professional and they send updates so we can track how we are going. Robert has made us feel comfortable about our financial future.

Kylie F.
award winning and highly recommended

Together we can create your dream financial future

The path to achieving financial success and security starts with sitting down with an expert financial advisor.