Our Precautions Against Coronavirus

General

It’s no secret many are experiencing uncertainty as the effects of COVID-19 continues to impact lives around the world and in Australia.

But while you may be feeling that the world has turned upside down as your city, state, nation and even the world continue to come to grips with COVID-19 virus, we just wanted to take the time to reassure you that we will continue to keep our promise: we’ll be here for you, always.

Every member of the My Wealth Solutions community, including our team members and partner network, counts on us to continue to operate in our capacity as your dedicated team of financial experts.

But while we can’t say its business as usual, as there is no person currently unaffected by the impacts of the COVID-19 virus, we can say that we have put measures in place that will allow us to continue to help you in any way we can.

Online Appointments

To allow us to continue working towards your financial security while ensuring we’re protecting our community and complying with the social distancing rules recommended by the Australian government, we have the option for your appointments to be online via video conferencing.

An online Discovery Appointment will still cover everything that an in-person appointment would and will allow you to gain clarity and direction around your financial goals and objectives. Your Discovery Appointment will also give us the opportunity to get to know you and your personal financial world in more detail, so we’re better able to help you on your journey to achieving financial success and security.

In-Office Operations

As COVID-19 and its effects continue to grow across Australia, My Wealth Solutions has implemented a number of prevention practices to ensure we are minimising the risk of exposure.

Only a handful of our team members remain in the office to perform essential internal services. Those that do remain are undertaking prevention methods to protect themselves and the wider community.

These methods include:

  1. Thoroughly cleaning and sanitising the office and all meeting rooms after each appointment
  2. Constant cleaning and sanitation of our bathrooms throughout the working day
  3. Providing hand sanitiser and encouraging both team members and clients to sanitise their hands when entering the building
  4. Ensuring all team members receive a body temperature check when arriving at work
    • This check will be conducted with an infrared thermometer, which ensures no physical contact is required
  5. The distancing of workstations to allow ample room around each team member
  6. Implementation of social distancing practices, including stopping handshakes and other physical contact
  7. The encouragement of team members to work from home if feeling ill in any way
  8. The rotation of team members working from home in an effort to limit the amount of people in the office at any one time

We plan to continue to add to and update these methods as information about COVID-19 and its impacts continues to develop.

At times of uncertainty like this, we know how important it is to support each other, our clients and our local community. That’s why we’ll continue to stay cautious while fulfilling our role as your financial partners for life.

We’ll also make sure you are up to date with any changes that may occur both in-office and in your financial world.

award winning and highly recommended
CLIENT TESTIMONIAL

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.

Joerns
CLIENT TESTIMONIAL

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

Jessica J
CLIENT TESTIMONIAL
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
CLIENT TESTIMONIAL

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!

Kristy R
CLIENT TESTIMONIAL

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.

Renee W
CLIENT TESTIMONIAL

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.

Ilija S
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

We had an outstanding experience in dealing with My Wealth. They have set us up for the future and educated us all things finance. Couldn’t recommend more.

Danny K

Want advice specific to your unique situation?

We hope this resource gave you a start in tackling the financial challenges you may be facing.

If you’d like guidance tailored specifically to you and your particular needs, we’re here to help.