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Ben Budge

Co-CEO & Head of Advice Grad. Dip. FP, SMSF

Ben is a founding partner of My Wealth Solutions. He works as Co-CEO and Head of Advice, as well as serving high-net-wealth clients. He is passionate about helping his clients achieve their financial goals. Always going above and beyond, he uses his knowledge of real world business, combined with his financial expertise, to enable his clients to reach their financial milestones and enjoy a secure financial future.

Ben Budge
Experience

Ben is a founding partner of My Wealth Solutions and is passionate about helping his clients achieve their financial goals. Always going above and beyond, he uses his knowledge of real world business, combined with his financial expertise, to enable his clients to reach their financial milestones and enjoy a secure financial future.

Ben is a Self Managed Super Fund Specialist and is also qualified to give advice on retirement planning, risk management, property, shares, managed investments and specialised lending.

Whether they’re buying their first home, starting a family or creating a comfortable retirement, Ben loves being a part of improving people’s financial lives and is focused on working hard to get the best outcome for them. As a people person, he also enjoys meeting new people and maintaining close and regular contact with his clients.

Something people often notice and appreciate about Ben is his ability to present financial planning in a way that is clear and easy to understand. He also has a keen eye for the finer details, excellent listening skills and a friendly demeanour.

Outside of work, Ben spends most of his time with his young family (wife Kelly and kids Ella and Billy). He is a sports tragic and enjoys all kinds of sports. Hailing from North Queensland, he is a Cowboys membership holder. He also stays active by playing in Brisbane’s weekly basketball and touch rugby league competitions. Ben also grew up on the big island of Hawaii from when he was 4 to when he was 10!

Expertise
High-Net-WorthInvesting & Portfolio ConstructionLoan Structuring & Debt RecyclingProperty InvestingRetirement PlanningSelf-Managed Superannuation FundsTax Planning & StructuringWealth InvestingWealth Management
Expert advice by Ben Budge
Budgeting
How to Make a Budget That Works
By Ben Budge
Budgeting
How to Build Savings: A Forced Savings Plan You Can Stick To
By Ben Budge
Get to know Ben Budge

What do you wish people knew about financial planning?

That it is very simple to create financial freedom. You just need to have crystal clear goals, be committed and accountable to these goals, and create clear, actionable steps to achieving them.
Get to know Ben Budge

What is your favourite thing about being part of the My Wealth Solutions team?

The great people – both our clients and our team are driven, goal-oriented and focused on growth!
Get to know Ben Budge

If you could give one piece of advice to the Ben from 10 years ago, what would it be?

There is no one linear path to success and happiness, you just have to always keep improving and growing.
Get to know Ben Budge

What’s your weirdest office habit?

I talk extremely loudly when on the phone, which doesn’t pan out too well in an open plan office.

Let’s have a chat, obligation free!

3 colleagues posing at the office