Meet The Team

Get to know the team who will be with you every step on the path to financial security.
Director & Senior Financial Advisor

Ben

 

Budge

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Director & Managing Principal

Guy

 

Freeman

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Financial Advisor

Nikki

 

Booth

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Financial Advisor

Robert

 

Creaton

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Paraplanner

Ross

 

Pocock

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Client Services Officer

Annabel

 

Roberts

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Client Services Officer

Jack

 

Lorton

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Client Services Officer

Malcolm

 

Hall

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Client Services Officer

Nathan

 

McGrath

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Strategic Communications Manager

Tim

 

Vize

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Family Law Accredited Specialist

Deborah

 

Awyzio

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Communications Assistant

Shannon

 

Coward

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Review Services Officer

Tim

 

Reid

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Review Services Officer

Pru

 

Reddy

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Family Law Specialist

Lisa

 

Foley

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Mortgage Broker

Ruan

 

Burger

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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

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

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.
CLIENT TESTIMONIAL

…They have provided my partner and I peace of mind that our future is more secure especially with a baby on the way. Our super is working for us rather than the big companies…and they have put a smart financial strategy in place that meets our life goals. I have recommended MWS to many of my friends and will to anyone new as I am confident that they conduct themselves in the best interest of their clients.

Katrina M.
CLIENT TESTIMONIAL

The team were very knowledgeable and took the time to ensure our needs were understood. Guy put forward some options to help us achieve our goals and set us up for a solid future.

Jagmeet V.
CLIENT TESTIMONIAL

The team at My Wealth are fantastic. They are easy to talk to while being up front and honest with their advice. The fee structures are easily explained and importantly they are always available to give advice or provide information. Ben, Nikki and Jessica are not only knowledgeable but also friendly, approachable and efficient.

Jarrad T.
CLIENT TESTIMONIAL

Ben and the team at My Wealth Solutions have been incredible to work with. They discussed our financial situation and proposed ways to improve our position in an easy but professional manner that left us feeling very secure about the future. Timely responses to our questions and keeping us up to date on changes and progress only enhanced the feeling of trust we had with them. Thoroughly recommend the team if you are looking for sound financial assistance.

Warren A.

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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