Ballina Financial Advisors

Award-winning financial advice to help you achieve your financial goals.
4.9 stars from 158 google reviews

Your team of financial planners in Ballina will help you build and protect your wealth.

Financial planning for your future is a complicated task. No matter whether you live in the city, or in a beautiful regional area like Ballina and the Northern Rivers, it takes a lot of work to navigate all the possible decisions you can make about your money to get ahead. We’re here to create financial security, build a future for your family, and make enjoying a stress-free retirement your reality.

Our experienced Ballina Financial Planners are here to take away the stress and pressure of managing your money, and give you a roadmap of exactly how you can reach your goals.

Why We Stand Out in Ballina

We take pride in our financial planning approach. We tailor our advice specifically for the people and situations that we serve, and that includes the vibrant communities of Ballina and the Northern Rivers.

We also offer comprehensive financial advice and services from our head office of Brisbane, in our Sydney office, and on the Gold Coast. We offer virtual advice to many clients from Melbourne, Perth, Sunshine Coast as well as many regional towns.  We have a dedicated team of experienced financial advisers who are committed to helping everyday families achieve their financial goals.

Your financial journey is unique and that’s why we provide personalised solutions crafted to meet your needs.

What We Do

At My Wealth Solutions, we’re your financial coach. We provide roadmaps for families at every stage of life, from those starting out to those enjoying their retirement, and even those planning for the next generation’s wealth. The goal is to map out your path to achieve your goals, starting from where you are now. 

From young families purchasing their first home to business owners and high-net-worth individuals, all the way to retirees, our Ballina financial advisers can assist you in creating wealth and managing your financial opportunities.  

Financial advice is a great tool for everyone, no matter your level of wealth, and can assist with short-term and long-term wealth accumulation as well as budgeting, investing and retirement planning. We work to help you achieve your financial goals and plan for the future.

Our Ballina Office

We’d love to welcome you to our Ballina Office, headed up by Financial Adviser Colby Atkinson.

Colby has over 6 years of experience in providing holistic financial advice. He holds a Bachelor of Commerce with Majors in Financial Planning and Accounting. He also holds a Certificate IV in Finance & Mortgage Broking.

Colby has worked with clients from all over Australia, from many different cultural backgrounds, occupations, and socio-demographics. This experience has helped shape a thorough understanding of the diverse set of needs that clients have based on their own unique set of circumstances.

We deliver appointments in Ballina in partnership with Essential Wealth & Retirement, from their offices in the Collins Hume building at 97 Tamar Street, Ballina.

Read more about Colby

How My Wealth Solutions Can Help You

The team at My Wealth Solutions specialise in financial planning services and wealth management. We are experts in the industry and can assist you in achieving your financial goals, no matter what they are. Some of the top benefits of partnering with My Wealth Solutions are:
Turn your goals into a crystal-clear roadmap

We help you gain a comprehensive understanding of your complete financial situation and the opportunities that are open to you. You define your goals for where you want to be, and we create a practical plan to get you there.

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Implement An Investment Strategy

We create an investment strategy tailored to your unique goals, whether you are a beginner or an advanced investor. We also provide support for your ongoing investments, helping you grow your investment portfolio.

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Develop Your Property Plan

We have extensive experience in property strategies, location and market conditions, advising on first home buying, investment properties, commercial property and debt-recycling strategies.

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Achieve Your Dream Retirement

Our award-winning advisors can ensure you are ready for your dream retirement. With experts in superannuation, Self-managed superannuation funds, cash-flow and tax planning, and estate planning, we will help you create a happy and secure future.

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Create Your Wealth Management Plan

Our Wealth Management clients trust us to protect and grow their wealth through proven strategies and personalised service. Partner with your Ballina & Byron Bay wealth advisor for dedicated support and strategy implementation.

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Optimise Your Tax & Superannuation

As part of our holistic approach, we ensure your taxation and superannuation structures are optimised and designed to provide you with the best possible outcome for your situation.

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How our financial planning process works.

We ensure you are informed and empowered throughout the entire process.
Step 1

Your Initial Enquiry

Our financial planning process starts with first you asking yourself the vital questions of what it is you want to achieve financially and then making an enquiry.

Feel free to tell us a little bit about your situation, any challenges you experience day to day or merely where’d you like to be.

Upon receiving your enquiry and information, we then move to the next step in the planning process.

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Step 2

Our First Conversation

Following up from your enquiry, one of our financial advisors will call to simply introduce themselves and vice versa.

If we believe we can help, we make a plan to meet face to face. We will first ask for a brief snapshot of your current financial situation. These will include things like your income, superannuation figures, assets, (big or small), and importantly your goals.

Upon collecting this information we begin work in assessing how we can best achieve your goals, drafting a plan on what tools and investment strategies will work best. All of which leads to our first in-person meeting.

Feel free to tell us a little bit about your situation, any challenges you experience day to day or merely where’d you like to be. Upon receiving your enquiry and information, we then move to the next step in the planning process.

Enquire Now

Step 3

Meet & Greet

This is where the planning process really kicks off. Upon learning more about your situation, our directors will ensure you feel comfortable enough to discuss financial related matters.

Our advisors pride themselves on their ability to listen and hear what you have to say first and foremost, absorbing all important variables beyond just finance.

These are the moments where we begin to break things down and highlight strategies and options that can form part of your overall financial plan to help deliver your goals.

This phase is different for everyone and subsequently, is done in a manner that ensures all factors are covered and included.

It’s here you will see the elaborate and innovative understanding of financial planning we can provide, and will walk away with more knowledge and information about how to best move to the next stage.

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Step 4

Develop Your Unique Plan

This is where we begin working on the finer elements of your financial plan. We call upon our extensive years of experience and skill in finance, leveraging all relevant investment avenues and legislative offsets to craft a plan that is both secure and lucrative.

We research, investigate and take all necessary steps to ensure we are minimising risk and optimising growth, formulating a thoroughly tailored financial plan.

We do this over a period of roughly three weeks. Why?

We allocate time for the necessities that are a part of all plans. However, we allow extra time to ensure all decisions made are the best for you and your financial future.

If we have any concerns or feel the need to improve anything, we have enough time execute such, before we present our plan to you. It also allows us to follow up on any extra details we might need.

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Step 5

We Present Your Plan

After examining every detail we then present our plan to you in person. This where we really come into our own at My Wealth Solutions. We explain all components of our plans in the simplest and most digestible manner. This keeps you informed every step of the way and helps instil a sense of comfort as we elaborate further into your plan and financial strategy.

After the presentation, we’re open ears to any feedback you may have. We’re fortunate enough to boast enough experience to modify where possible to meet your needs and quickly.

At My Wealth Solutions, we’re confident in our ability to propose financial planning that is cutting edge and industry leading.

We understand the sensitivity and importance of your personal finances, and as such provide you with the necessary space and time required to make your decision or the need to make changes.

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If Yes, Full Steam Ahead

If you’re confident in our proposal and want to invest in our plan, we then move toward the preliminary stages of implementation. This takes time for things to immediately kick in.

There’s a  bit of paperwork and so forth, all necessary to adhere to the legalities and to make sure everything is checked and double checked. It takes roughly 1 to 2 months before all elements of your financial plan are underway.

Where To From Here?

Financial growth and security.

By investing in a financial plan at My Wealth Solutions, you can be confident that all risk mitigation parameters have been endorsed. As your portfolio develops, we will keep in contact to inform you of any adjustments or decisions, as well as opportunities we believe are fitting of your finances.

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Learn More About Financial Advice & Financial Planning

  • Why Choose My Wealth Solutions?

    We’ve been helping people achieve their financial goals for over 10 years. Our team of experienced financial advisors will work with you to create a personalised financial plan that meets your unique needs and circumstances.

    We understand that everyone’s financial situation is different, which is why we tailor our plans to each individual client. We’ll never try to sell you a one-size-fits-all solution.

    We’re more than just financial planners. We’re your partners in success. We’ll be there to support you every step of the way, helping you make smart financial decisions that will benefit you for years to come.

    Why work with us?

    • Experienced financial advisors: Our team has over 10 years of experience helping people achieve their financial goals.
    • Personalised financial plans: We tailor our plans to each individual client’s unique needs and circumstances.
    • Peace of mind: We’ll be there to support you every step of the way, helping you make smart financial decisions.
  • What Are Your Financial Planning Fees?

    We are a ‘Fee-for-service’ structure advisor, so you only pay for the services that are in place and are actively adding value to your situation.

    Your first consultation is on us! During your first session, your Melbourne financial advisor will get to know you and your financial situation better and understand your short, medium and long-term financial goals. From here, we can create a financial plan tailored to your unique needs.

    Once the plan is created, the financial advisor will let you know our pricing structure which is based only on the services we provide in your custom plan. This means you only pay for the services your receive.

    My Wealth Solutions is here to help, every step of the way.

    Find out more about our fee structure

  • What Do Your Wealth Management Advisors Provide?

    Our wealth management advisors can provide you with the necessary tools to preserve protect and maximise your portfolio of assets.

    These services include, however, are not limited to:

    • Providing a clear plan for your financial future
    • A team to provide you with ongoing support for any financial or administrative queries
    • Financial advisers with a thorough understanding of your personal situation and circumstances, involving planning, investment strategies and goal management
    • Regular reviews of your personal plans, strategies and investments by your wealth management professional
    • Expert advisors up to date on the latest in financial and economic changes, issues and strategies

    Contact our private wealth management specialists today and improve your financial future!

  • How is My Wealth Solutions' investment strategy different?

    My Wealth Solutions provides comprehensive and strategic investment advice.

    Our investment strategies are delivered according to our C.A.R.E. process, which includes:

    • Core Investments (40%-100% portfolio depending on risk profile)
    • Active Investment (0%-20% portfolio depending on risk profile)
    • Reserves (Retirees 4 years worth of spending/Working Income Protection and Emergency Fund)
    • Enhanced Returns (0% – 35% depending on risk profile)

    Your My Wealth Solutions Ballina & Byron Bay financial advisor can provide you with more details about our C.A.R.E. Investment process.  This is generally how we believe investing should be done, though of course this may be affected by your personal circumstances or risk profile:

    Over the long-term, shares will generally perform better than any other passive investment.

    The trade-off is that shares will fluctuate in value. This is perfectly normal and if you own shares they will go down in value from time to time. However, when held for the long term and appropriately diversified, shares will deliver outstanding returns.

    Timing of the share market is largely a futile exercise.  No one can predict the short-term movements of the share market, although many do try.  Our advice is never speculative, instead we work to long-term investments that will deliver good returns to investors. This makes timing of the markets unnecessary.

award winning and highly recommended
Logos-2018 Trusted Advisors
My Wealth Solutions Practice of the Year
My Wealth Solutions Practice of the Year
Guy Freeman GPS Wealth Award
My Wealth Solutions Practice of the Year
Nikki Booth Young Gun Award
Ben Budge Advisor of the Year
Advisor of the Year Ben Budge
GPS Wealth
AFA Logo
tax practitioners logo
Nikki and the team at My Wealth Solutions have been helpful and advised me well throughout the process of implementing a financial plan that fits perfectly my needs and goals for the future. Thank you!
Jean B., CAO

…Right off the bat Daniel Judge seemed very genuine and passionate about what he does.  He took an interest in my life, history and where I want to be in 10 to 15 years in the future.  He explained (my) options, but he kept me in control, which made me feel safe and reassured that I was doing the right thing for my family.  We signed up with Daniel and we have no regrets.  We have eyes on our investment, our fortnightly contributions are easily managed and they keep in regular contact.  We would highly recommend Daniel Judge as a financial planner to help you reach financial independence…

Todd P, CAO

Fabulous team. Incredible personalised service. I have been with MWS for a number of years now and recommend to everyone! 5 stars.

Jessica J
Nikki and the team at My Wealth Solutions have been extremely helpful in building a savings strategy for my wife and I, as well as tuning our superannuation and life insurance to make the most of our money and get the best coverage for us. Nikki explains everything in a clear and easy to follow way, and we didn’t feel at any point that we were being lost in the jargon or terminology. My wife and I are very happy with the service that we are being provided, we are glad that My Wealth Solutions are helping us reach our savings goals, and we would definitely recommend them for any financial planning or advice.
Tony B

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.

Mitch E

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.

James C.

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.

Ian J.

We have been extremely happy with the service and advice that we have received from Ben and all of the staff at My Wealth Solutions. Ben and his staff are always very friendly, helpful and take the time to discuss any questions that we have had along our financial advice journey to date with them. We would have no hesitation in recommending the services of My Wealth Solutions.

Susan K.

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Hi, I'm Guy, Managing Director of My Wealth Solutions.

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