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.
I was referred to My Wealth Solutions during an informal conversation with an acquaintance about consolidating superannuation accounts and financial advice in general. After some research, my wife and I decided to contact My Wealth Solutions and signed up. Following a number of friendly, focussed and professional conversations with Nikki about financial goals and priorities, My Wealth Solutions presented us with a well-researched and comprehensive report that detailed a number of options that we could consider. My wife and I have since decided which options and financial goals to pursue, and have been impressed with the prompt, courteous and professional service provided by Nikki and her team.
I believe whole heartedly everyone needs to take their wealth and future in their own hands and not just rely on their industry super fund. Financial industry professionals like Ben are key in helping us all achieve the goals we need looking beyond retirement. We were grossly under insured and had a poor idea about what insurance could really do for us as a family. He was so friendly and very approachable…Big tick from us!
We have found the team at My Wealth Solutions to be professional and extremely knowledgeable within their field. Ben has taught us so much about how to better our financial situation. Dallas and I highly recommend Ben and the team to anybody wanting to take their finances to the next level.
Excellent service, very professional and great attention to detail. Highly recommend Ben and the team at My Wealth Solutions to take care of any of your financial needs.
Nikki Booth and the team at My Wealth Solutions have set my wife and I on the straight and narrow! We came to Nikki to discuss what we ‘could’ do and left with what we ‘will’ do with our finances. I was skeptical with how easy it all sounded and 8 months in, we are finding that the service and understanding from the team has been second to none. I would and have recommended the My Wealth Solutions team to my family and friends. The only regret would be that we started sooner with this team.
We have had a fantastic experience with My Wealth. We have been working with Nikki and she is incredibly professional and thorough. The My Wealth platform and investment strategies is exactly what we were looking for, we have full confidence that the solutions they have put in place will set us up financially for the future.
Creating your dream financial future has never been easier with a team of experts in your corner.