Our story starts in Townsville, when our Founders and Directors and high school friends, Guy Freeman and Ben Budge, both unexpectedly lost their fathers at a young age.
Both of their fathers were in their 40s when they passed away, leaving behind young families and a difficult financial situation.
But while both Ben and Guy had humble beginnings, their personal experiences left them with a burning desire to help others secure their financial futures through effective planning to ensure that others wouldn’t have to face the same financial challenges they did.
Deciding to follow their passion for financial planning and their desire to help others, both Ben and Guy moved to Brisbane and decided to pursue study in financial planning.
Guy joined CUA’s financial planning department as a paraplanner while completing his studies. In this position, he learnt how to combine his personal experiences with practical financial strategies to help his clients achieve their goals.
Guy then worked with a core group of clients – who remain with My Wealth Solutions today – as part of his own financial planning firm, all while furthering his education.
Ben followed a similar path, maintaining his friendship with Guy as both worked on completing their financial planning studies. He then pursued his passion for leadership into the professional world as he built experience owning and managing a series of successful businesses.
During their early careers, both Ben and Guy were exposed to large financial institutions who put their own agenda and goals above those of their clients.
Disgusted by this practice, they were determined to create a team that did the opposite of this. This team would always put the goals and needs of their clients at the heart of every piece of advice or recommendation made.
It was from this determination to be different from those financial institutions, combined with their personal values and beliefs, that a decision was made:
And so it was in 2011, two childhood friends from Townsville decided to combine their personal experiences and beliefs under one roof and form My Wealth Solutions. The goal was simple: to provide everyday families with access to financial advice that always put their best interests first.
Originally operating from a home office, Ben and Guy quickly realised as they looked to the future that their needs would soon change. It was then they decided to move My Wealth Solutions into its Doggett Street location.
While their business was growing, so too were their families. Their experience juggling a new family and a new business means that Guy and Ben understand first hand some of the challenges that everyday families experience.
As My Wealth Solutions grew, Ben and Guy were on the lookout for a licensee that shared the same client-centric values and investment beliefs as they did. That’s when GPS Wealth reached out to the partners, offering decades of combined industry experience and guidance to a firm that they felt shared its values.
Guy and Ben joined the GPS Wealth network and gained access to expert mentors, client engagement tools, and business knowledge and acumen, all of which were instrumental in shaping the direction of the My Wealth Solutions we know today.
From here, My Wealth Solutions only continued to grow. Starting from a two-man team in late 2011, My Wealth Solutions hired their third staff member in 2012. Another followed six months later, in May 2013.
Then, by 2015 our team had doubled and has continued to grow ever since into the group of expert financial professionals you know today.
And as our team was growing, so too was our professional partner network, which we draw upon today to ensure we’re able to help you tackle any financial challenge that comes your way.
We’re not planning on slowing down anytime soon. As the My Wealth Solutions community continues to grow, so will our team.
But, no matter what our exterior looks like or how big our team is, our fundamental beliefs and values, as well as our mission, will always remain as they were at our founding.
My Wealth Solutions is here to help you build a bright and secure financial future, all while knowing you have financial experts in your corner who will always put your best interests first.
Our aim: to provide everyday families with access to financial advice that always put their best interests first.
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.
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.
Rob Creaton is incredibly helpful and understanding and always on call
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.
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.
I contacted Ben Budge to provide a holistic review of our financial position, including investments, superannuation and retirement planning. Ben provided a summary of our financial goals, along with how our strategies aligned with those objectives…which was great for motivating us to make some changes…I would consider Ben to be very professional and friendly, and I’d recommend him to anyone seeking to secure their financial and retirement planning.
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.
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.
Creating your dream financial future has never been easier with a team of experts in your corner.