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For financial advice where & when you need it.As well as our offices, we also offer financial advice Australia-wide through virtual meetings.
Since I reached out from the get go, MyWealthSolutions have been helpful, kind, and understanding, without being pushy at all. I feel like they have really listened and tailored all of my financial goals and requirements as needed. I trust them and I like that I have catch ups yearly or whenever suits me, as well as them being available when needed. I would highly recommend MyWealthSolutions for anyone looking for human, caring and trusted financial support.
Thank you Hayden from My Wealth Solutions. You take the time to listen, to understand us and to provide options and advice giving us confidence in our financial future.
Matt and his team have been providing professional financial advice for a number of years and have really set me on the right path for financial security and future retirement planning.
Highly recommended
Highly recommended
Daniel has been amazing, planning for my future and wealth planning is all new to me and Daniel and the team have been fantastic to deal with straight from my first phone call. It’s a decision I should’ve made years ago but I’m pleased to be in professional, friendly and knowledgeable hands now
Matt has been terrific to meet with and my partner and I are already seeing and experiencing the benefits of his suggestions. Matt is very approachable, a great listener and easy to contact. It is wonderful to know that we are being guided by such a trustworthy and capable man.
Hayden has been my financial advisor for 15 months now. He has helped my substantially in growing my wealth as well as my knowledge regarding income, tax, super and insurances. Hayden is incredibly knowledgeable and adapts easily when I have changed my goals and directions in my work and personal life.
Signing up was definitely not a regret and I have already recommended him to a few mates.
Signing up was definitely not a regret and I have already recommended him to a few mates.
Josh has been an outstanding financial advisor. He takes the time to explain everything clearly and always makes sure I understand my options before making any decisions. His advice has been practical, easy to follow, and tailored to my goals. Highly recommend.
We’ve been working with Josh and the My Wealth Solutions team for 3 years now. It’s given us great peace of mind to work with them on ensuring we’re well positioned to meet our financial objectives. All of the advice and action taken has yielded great results. Would recommend them happily.
Very knowledgeable, thorough and professional. Great tools to help model progress toward goals. Works seamlessly with my accountant.
Would recommend them
Would recommend them
Colby is very knowledgeable and understands individual needs
My Wealth Solutions have been amazing in sorting out the best products and financial plan for us and our goals
Matt is an outstanding financial advisor, knowledgeable, approachable, and always focused on what’s best for his clients. He takes the time to explain everything clearly and makes you feel confident about your financial decisions. Highly recommend!
Hayden and his support staff have been great to work with. They have fully supported us in the process of working towards setting our targets for the complex needs of our future retirement. It is a relief knowing that we can contact them to ask any question or to get a quick update on where things are at and always get a prompt response.
Excellent service from the start, sounds advice and quality outcomes. As opposed to other advisors they provided a full and proper plan even before paying, convinced me that they were the ones for us
Hayden has been a breeze to deal with and has made my financial life streamlined with purpose. His professionalism and approachability has made it all the easier. Would highly recommended to anyone!
Hayden is always available to respond to me with any queries or questions and my portfolio is performing very well so I’m very pleased and highly recommend my Wealth Solutions .
Cory and his team helped my wife and me set up our financial long-term plan and it was much easier than I expected it to be. Cory was very professional and detailed oriented and fully understood our total financial situation and our goals. He was very good at explaining everything to us in clear language and concepts that were easy to follow. We are very happy and impressed with the service they provided and can’t recommend them enough.
My Wealth Solutions have given us a financial plan that is suited to our goals, and we feel is achievable. Their advice is great, and they’re easy to get along with. Would recommend.
Very informative and walk you through each step. Highly recommend
Colby has been amazing helping us reach our financial goals. He has walked us through every step of the way. He is personable and professional and the other staff have been amazing too. Cannot fault them. Would highly recommend them to anyone.
Useful annual meetings for forward planning. Regular adjustments and monitoring of super funds etc and their performance.
I’ve been with My Wealth Solutions for a year now. Daniel in Brisbane has been informative, knowledgeable, patient and kind throughout. Very happy and grateful.
We continue to obtain great value from our visit with Nikki at my wealth. She takes our personal situation into consideration and provides targeted advice to the direction we have set out.
Great service & attention to detail.
Hayden provides excellent advice and is a true asset to the team. I could not be happier with my experience. Highly recommend!
Matt and TP have been a pleasure to work with – always professional, transparent, and helpful. They clearly explain every step of the process and I highly recommend the team.
Thanks to Hayden’s professional financial advice and guidance—alongside my newfound sense of financial accountability—I now feel hopeful and confident about achieving my financial goals. I’m truly grateful to Hayden and the entire team.
Highly recommended for all your financial needs. The ongoing support, advice, and service is second to none.
Great service and professional staff. All advice given has been up to date and tailored to my specific needs.
Thanks for all youve done MyWealth Team.
Thanks for all youve done MyWealth Team.
We have been with My Wealth Solutions for a few years now and are very happy with the care and expertise we have been given by Josh and the team.
Would recommend if you are looking for a financial advisor!
Would recommend if you are looking for a financial advisor!
Josh have been very helpful throughout the process and I will definitely recommend them.
Great catch up with Hayden, he really digs in to what our financial aims are and pivots as required to supports our aims, top man!
I’ve signed up with My Wealth Solutions after getting a recommendation from Smartline Loans. MWS has been very good in handling my requests and helping position my investments to generate a good return, in these tough times. They look at the whole picture, your dreams, your goals and help you define a solution that works for your needs.
Another very helpful and confidence -boosting meeting with Cory, as always, yesterday. He is a great listener, he is extremely knowledgeable and has many solutions, all of which he explains with clarity and in simple terms for me. I am very happy with the service and recommend him without reservation.
Josh Bareham and team have been great to deal with. We’ve been with MyWealth for 4yrs now and have been happy with their service, advice and communication from the entire team. Happy to recommend them as your trusted financial advisor
Highly recommend Izzy for his no nonsense approach.
My wealth solutions have been fantastic… Thanks again to Josh and team, always informative and comfortable to talk to. Great communicators, professional & we are so glad we reached out a few years ago … they really have taken the stress out of financial planning. M & A Murphy
Hayden was knowledgeable in the areas I required financial advice in. He was also able to offer very practical recommendations on reaching my financial goals.
Thanks Hayden
Thanks Hayden
Corey is a good advisor, easy to deal with and available to answer questions.
I’ve absolutely loved my experience working with Hayden Boglary! I feel such a huge sense of relief and confidence about my finances and future planning now — especially around income protection and life insurance. Hayden explained everything so clearly and guided me through decisions I didn’t even know I needed to consider. My only regret is not starting this process sooner
Matt from My Wealth Solutions has been wonderful and I am confident he has my best interests in mind. I am so grateful that I found this company (through a Google search!!) and I’m relieved that my superannuation is being looked after.
Cory and team are very professional and responsive. Highly recommend.
Izzy Tittor is an outstanding financial advisor who goes above and beyond for his clients. His professionalism, expertise and genuine care make him a stand out in the industry. What truly sets Izzy apart is his deep compassion and dedication working with Veterans. He understands the unique financial challenges we face and works tirelessly to provide personalised solutions that secure our future.
His ability to simplify complex financial matters makes the entire process stress free and empowering.
I highly recommend Izzy and My Wealth Solutions to anyone seeking expert, compassionate financial advise.
His ability to simplify complex financial matters makes the entire process stress free and empowering.
I highly recommend Izzy and My Wealth Solutions to anyone seeking expert, compassionate financial advise.
Making financial decisions can be very daunting for most people, particularly at retirement age with little or no knowledge of financial markets and services, however when we met with Matt Leech from My Wealth Solutions all our prayers were answered! Matt listened and provided reassurance and advice that totally outweighed anyone else we had spoken to. The decision to have Matt and MWS on our side has been a great one and we look forward to a very prosperous future. I would also like to give recognition and thanks to Emily Atherton who is our Client Services Officer. Emily handles everything in a very professional and timely manner and never misses a beat. Thank you to both Matt and Emily 😊
Matt Leech is an authentic, brilliant and attentive financial advisor.
Matt’s commitment to assist me with my financial goals and his dedication to making informed decisions have truly impressed me.
Thank you Matt.
Matt’s commitment to assist me with my financial goals and his dedication to making informed decisions have truly impressed me.
Thank you Matt.
Helpful, responsive, and really understand my needs. I am far from an investment nerd, and these guys are always on hand to talk through things!
I had a meeting today with Matt Leech who would have to be the financial advisor i have met .His insights empathy knowledge and warmth all Highlights I would not hesitate recommending Matt to anyone in my circle that needs financial advisor
Our initial meeting with Matt was beyond expectations. We had a lot of questions and options up in the air and Matt went through our situation and presented a plan with so much clarity that we left feeling excited about the potential in our future for both our personal and business situations. Matt was so easy to talk to and provided advice that gave us a lot of confidence. Leaving with some things to think about and set up has started us on a new path and we look forward to the continued relationship with Matt. Thank you!
Professional, easy going and he give you advice based on your profile. Definitely I will recommend him
My partner and I were looking for advice to structure our finances to build our lives together, and engaging Matt and the team has been a pleasure so far. Matt is a great listener and all aspects of our needs, goals and wants were taken into account in the plan he has created for us. The entire process is seamless and easy with a lot of background administrative tasks being taken care of by him and his team on our behalf.
After going through the process ourselves, I’m now also recommending my parents as the professional advice and care that we have received is unmatched and I would love the same for them.
After going through the process ourselves, I’m now also recommending my parents as the professional advice and care that we have received is unmatched and I would love the same for them.
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Clients receive an actionable financial roadmap tailored to their personal situations, priorities, and dreams. We are committed to delivering advice that makes lives better and easier, and we won’t take on a client if we can’t add value.
