Our Values

At My Wealth Solutions, we take a values and principles based approach in every aspect of how we operate as a team and a business.

These values were created by our leadership team, in combination with our Directors and Founders Ben and Guy, in order to guide us on our journey to helping you to achieve financial success and security.

Every member of the My Wealth Solutions team strives to embed these values into our day-to-day lives both inside and outside the office, so we’re better able to provide you with the information you need to continue making smart financial decisions whenever and wherever you need it.

After all, the My Wealth Solutions philosophy has been and always will be about putting the best interests of our clients first as we act as your dedicated team of financial experts to help you achieve a brighter financial future.

Here’s how our values and principles help us do just that:

Our Core Values

Excellence

 

Excellence for us means always striving to give 110% in everything that we do. It means knowing that true excellence comes from consistently doing everything we do, whether it’s big or small, to the best of our ability.

When it comes to your financial world, we know that every small thing may have an impact. That’s why being excellent is so important to us, as it means we’ll be able to ensure that you’re always on track to achieve every single one of your financial goals.

For you, our focus on excellence means that you’ll have access to a team of financial experts that are educated, up-to-date and consistently striving to improve ourselves.

Respect

 

We know that for some, their financial world can be a sensitive issue. That’s why we’ve made respect one of our core values, to ensure everybody is reminded of the importance of what we do and why we’re here.

Respect, for us, means being mindful of your particular financial circumstances and making sure that we provide you with the reassurance you may need that your financial future is safe in our hands – always.

At My Wealth Solutions, respect is about listening when our community wants to be heard and doing our best to address any concerns or needs that may arise in a respectful and prompt manner.

It’s about creating a safe space for you to learn how we can work together to create a brighter financial future, no matter what your particular financial circumstances may look like.

Trust

 

Trust for us is incredibly important. We’re committed to establishing and building upon the trust we build with each and every one of our clients.

We know that we’re your financial partners for life and it’s important to us that every little action we take shows you not only that we’re trustworthy but that we’ll always be striving to ensure you’re on track to achieve a secure and successful financial future.

As a team, we understand that trust comes from consistently delivering excellence, integrity, reliability and dependability both to you and amongst ourselves.

Integrity

 

Integrity, the My Wealth Solutions way, means conducting ourselves in an ethical and professional manner at all times – even if no-one is watching.

While we do everything in our power to minimise the chance of mistakes, integrity to us means owning up to our mistakes and making a plan to ensure that they’ll never happen again.

Integrity to us means always improving upon ourselves to ensure we’re able to do exactly what we say we’re going to, when we say we’re going to do it.

Authenticity

 

Authenticity at My Wealth Solutions means that what you see is what you get. With us, you’ll never have to worry about being confused by industry jargon.

By having authenticity as one of our core values, we aim to ensure that every single member of our team is dedicated to being honest, open and comfortable enough to be themselves at all times.

For you, our dedication to authenticity means that you can rest easy knowing that when you get in touch with a member of our team the answer you receive will be genuine and honest.

Our Guiding Principles

Professionalism

We’re professionals and we show it in the way we act, speak and present ourselves.

Communication

We strive to be clear and respectful at all times when communicating with you and each other.

Accountability

We’re accountable for our work and always look for solutions, rather than give excuses.

Teamwork

We support and motivate each other as we work together to achieve our common goal of helping you.

Passion

We care deeply about what we do and our team and we’re motivated to achieve our collaborative goals.

Celebration

We take the time to celebrate the milestones and achievements of both ourselves and our clients.

award winning and highly recommended
CLIENT TESTIMONIAL

Ben and the team have been such an asset to our wealth building journey. They’re always readily available for help and advice, specific to our particular scenario. It has been a pleasure working with this team and look forward to many more interactions in the future.

Erika D
CLIENT TESTIMONIAL
Having come from a planner where we were very disappointed, it has been a refreshing change dealing with Ben & the team at MWS. They are responsive, helpful, go above and beyond to answer questions and most importantly we have found it easy to understand the finance speak and to actually understand what our money is doing. Thanks for a great experience so far!
Rochelle
CLIENT TESTIMONIAL

Guy and the team have given us peace of mind and confidence in our financial future. They keep us engaged and informed, make it easy for us to ask questions and provide us with tangible results in our regular reviews. We would recommend them to anyone.

Michael E
CLIENT TESTIMONIAL

Nikki and the team have proven invaluable to my financial control and wealth management, I would highly recommend the team at My Wealth Solutions to anyone in any financial situation. 11/10

Ethan M
CLIENT TESTIMONIAL

Excellent service! My girlfriend and I were looking for ways to maximise returns to make to most out of our money. We needed someone with more knowledge in the financial sector than ourselves who we could bounce ideas off and come up with strategies that we hadn’t thought of. Ben and the team at My Wealth Solutions have done exactly that. They have been available for us to ask questions and have been patient with their explanations making sure we understand.

Russell D
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.

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