Our Process

Our team of expert financial advisors work with you to build a financial plan tailored to your unique financial circumstances, 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 does it work?

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.

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CLIENT TESTIMONIAL

Joining My Wealth Solutions was one of the best decisions I’ve made – they have a great team there and communication is fantastic. Ben walked me through the whole process and I knew I was in safe hands with the transparent explanations of all aspect’s of what I could expect. I can’t recommend them highly enough and am excited about what’s to come.

June J.
CLIENT TESTIMONIAL

My wife and I decided to make some changes to the way we were managing our finances and planning for our future financial security. Through the process of re-financing for the construction of our new family home,…from the very first meeting we had with Ben, we were comfortable and at the same time excited about…to our financial planning and future position.

Andrew H.
CLIENT TESTIMONIAL

So far my experience with Ben and the team at My Wealth Solutions has been exemplary. They have offered fantastic, reliable and prompt advice and their knowledge far outweighs the cost of service. I would recommend this route to anyone seeking financial advice. Looking forward to my future even more so thanks to My Wealth Solutions.

Adrian L.
CLIENT TESTIMONIAL

My experience with Guy Freeman has been totally professional and totally satisfactory. Guy has managed my small investments but maintained at the same time a personal interest in my health and well being… I have to say that I have complete trust in Guy and am so pleased he is looking after my investments giving me a secure future.

Jennette B.
CLIENT TESTIMONIAL

I was recommended Guy Freeman’s help with planning my financial future, and am very satisfied and reassured by his input over the last couple of years. I’ve actually received more input than I thought possible…sound investments; making a will, life insurance, income protection insurance, and realistic plans for retirement… I feel ‘looked after’ by this company, and excited about my financial future.

Jack H.
CLIENT TESTIMONIAL

We have been seeing Guy at MWS for a few years now, and his advice has been invaluable. We are a young family trying to make the best of what we have, and Guy really puts it all into perspective, so it isn’t overwhelming. Whenever we meet with him, I always walk away feeling so motivated that we are making good choices for the future…We’ll be long-term clients and I wouldn’t hesitate recommending him to others.

Louan W.
CLIENT TESTIMONIAL

The team are extremely professional and helpful. Ben has taught me so much already and now I feel like real wealth creation is the reality of my future rather than something that I’m just hoping for. Emily has always gone over and above to make everything really easy for us as well as answering any questions we might have quickly and efficiently. I have and will continue to recommend MWS to any of my friends or family.

Francis R.
CLIENT TESTIMONIAL

Changed to Ben and the guys at My Wealth and have found them very active in setting up my finances after years of neglect. I liked that Ben challenged our thinking, was flexible in setting up our finances, and the team were very active in setting everything up.

Steve F.
award winning and highly recommended

Let’s create the future you’re hoping for

We believe in getting to know our clients first, so we can help make their financial ambitions a reality