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.

Enquire Now

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.

Enquire Now

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.

Enquire Now

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.

Enquire Now

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.

Enquire Now

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

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.
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.
CLIENT TESTIMONIAL

My Wealth Solutions are the first financial advisers I have found that consider your entire financial position. They are not focused on one product or investment type, rather they are focused on finding the right financial solution for your current situation. I am looking forward to working with Ben and his team over the coming years.

James C.
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.

Adriano 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.
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