- From the very beginning, My Wealth Solutions took the time to understand my financial goals and risk tolerance, tailoring a comprehensive investment strategy that aligns... read moreFrom the very beginning, My Wealth Solutions took the time to understand my financial goals and risk tolerance, tailoring a comprehensive investment strategy that aligns perfectly with my needs. Their proactive approach to market trends and timely adjustments to my portfolio have yielded good results. read less
Naumaan Latif11/10/2023Ben and his team take all the stress out of managing my money for me. The team are always quick to respond to my queries... read moreBen and his team take all the stress out of managing my money for me. The team are always quick to respond to my queries and are extremely helpful with all my situations when they change. read less Raquel Hewitt11/10/2023I am a retiree. Josh, Sam and their team understood my needs, and helped to establish a finanical portfolio, such that I can enjoy a... read moreI am a retiree. Josh, Sam and their team understood my needs, and helped to establish a finanical portfolio, such that I can enjoy a comfortabel retirement life, thank you. read less Dennis Hui11/07/2023 - Cory is awesome. Very clear and thorough communication, which helped us understand our options and make the best decsion for our future. Highly recommend! Benjamin Brown10/31/2023We have always received good advice and prompt service to suit our needs. Ben and his team are great to work with. Highly recommend them Kerry810/12/2023Nikki and the team at My Wealth Solutions have been helpful and advised me well throughout the process of implementing a financial plan that fits... read moreNikki 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! read less Jean Blans9/19/2023
- Cory and his team have made my transition to retirement stress free and easy to understand. They are extremely professional and easy to talk to.... read moreCory and his team have made my transition to retirement stress free and easy to understand. They are extremely professional and easy to talk to. Everything was explained in simple terms. They were extremely couteous and patient with any queries or questions I had. I recommend My Wealth Solutions to anyone needing advice and support to secure their financial future. Jackie W read less Jackie Watson9/19/2023Absolutely excellent service from Cory Behrens and Adam Chandler who supports him. Cory is extraordinarily knowledgeable and a great listener who has helped set me... read moreAbsolutely excellent service from Cory Behrens and Adam Chandler who supports him. Cory is extraordinarily knowledgeable and a great listener who has helped set me on the path to retirement by taking into consideration all aspects of my financial situation and future desires. He is thoughtful and personable and explains things in layperson's terms for me.I am very happy with the service and recommend him without reservation. read less Amanda Wallas9/19/2023Josh Bareham and the team from My Wealth Solutions have been great to take our financial planning to the next level as we start looking... read moreJosh Bareham and the team from My Wealth Solutions have been great to take our financial planning to the next level as we start looking ahead towards retirement. They have given us plenty of helpful hints and tips and their advice is always timely. read less Pauline Blackwood4/30/2023
- My Wealth Solutions have been outstanding. I was a bit sceptical leading into my initial appointment however all concerns were gone immediately. Daniel has made... read moreMy Wealth Solutions have been outstanding. I was a bit sceptical leading into my initial appointment however all concerns were gone immediately. Daniel has made me feel comfortable and has been extremely easy to talk to about my financial goals. He and his team have kept me in the loop throughout the entire process. Great communicators, extremely professional and have made everything easy. I’m excited about my financial future and look forward to seeing the results we can achieve. Thanks to Dan and the team. read less Harrison Muller4/10/2023Cory, Adam and the team at My Wealth Solutions have been so helpful, supportive and responsive throughout the whole process of implementing a financial plan.... read moreCory, Adam and the team at My Wealth Solutions have been so helpful, supportive and responsive throughout the whole process of implementing a financial plan. Thank you! read less Lua Exo3/13/2023My wife and I have known and dealt with Guy, Nikki and all the rest of the team over many years. First came to know... read moreMy wife and I have known and dealt with Guy, Nikki and all the rest of the team over many years. First came to know Guy when he was part of the CUA team and followed him over eventually to the My Wealth platform. They assisted me with setting up a pre-retirement package to minimise my taxation situation with salary sacrifice, investments and other cost saving plans. Nikki and others helped us enormously when I eventually retired from my Marine Engineer's career and had to deal with CentreLink to get started on a part Aged Pension as well as being self funded from my super. They guided us through the setup and eventual disband of a self managed superfund and we now just motor along on our super plan as guided by the team. They have always treated us very well, have given great advice, always made themselves available at times of query and followed through when requested. My one complaint is that the call waiting music is terrible....... (sorry guys I couldn't resist..!!!) September 2022 The above still stands as our recommendation. read less Peter McKenzie10/03/2022
- me and my partner had a very good experience with mywealth solution. we had a long discussion on our financial goals and the team helped... read moreme and my partner had a very good experience with mywealth solution. we had a long discussion on our financial goals and the team helped us plan how to acheive that read less Bina shah9/03/2022My experience with My Wealth Solutions has been nothing short of amazing. I was asked what my goals were and Nikki and the team formulated... read moreMy experience with My Wealth Solutions has been nothing short of amazing. I was asked what my goals were and Nikki and the team formulated a clear plan for me to reach these goals. I'm now on track to financial freedom and I can't recommend the team enough! read less Mitchell Schooth6/03/2022Amazing experience with the My Wealth Solutions Team. Nikki in particular is extraordinary to work with. After shopping around a fair bit, I found that... read moreAmazing experience with the My Wealth Solutions Team. Nikki in particular is extraordinary to work with. After shopping around a fair bit, I found that I was able to really trust the team and Nikki with my financial future. Nikki listened to my goals, adjusted plans to my risk tolerance, and has been responsive in all interactions. I wouldn't go anywhere else for advice. read less phoebe haywood4/03/2022
- The team here at mywealth Solutions have been amazing. Ben was recommended to me with high regards from a friend and I couldn't be happier.... read moreThe team here at mywealth Solutions have been amazing. Ben was recommended to me with high regards from a friend and I couldn't be happier. People can rest assure at night that their finances are in the best care. I've been able to create financial stability, grow my portfolio and protect my future. read less Calum Devine3/03/2022My partner and I are extremely impressed with our financial planner Nikki and the rest of the My Wealth Solutions team. From our very first... read moreMy partner and I are extremely impressed with our financial planner Nikki and the rest of the My Wealth Solutions team. From our very first meeting with My Wealth Solutions we felt welcomed and comfortable with our decision to trust them with our financial planning. Everyone we have had contact with at My Wealth Solutions has been approachable, professional and super friendly. Anything we have requested or asked for assistance with has been actioned almost immediately. We are extremely happy with the service and are looking forward to acquiring their services for many years to come. We highly recommend Nikki in particular, and the My Wealth Solutions organisation as a whole. read less Steele McInnes3/03/2022I have always been a bit reticent to engage a Financial Planner but Ben and his team changed that for me! From the get go... read moreI have always been a bit reticent to engage a Financial Planner but Ben and his team changed that for me! From the get go I felt listened to and supported and my many many questions were answered and my fears put at bay! I now feel confident that my financial future is on track and I trust Ben and his team will continue to do what is right for myself and my husband. Ben individualises his advice and approach and is than flexible when obstacles arise and we couldn’t be happier with the outcome! read less Katherine Carroll3/03/2022
- We've trusted Nikki with our finances for over a year now and couldn't be more satisfied. From the first contact to the full implementation... read moreWe've trusted Nikki with our finances for over a year now and couldn't be more satisfied. From the first contact to the full implementation of our financial plan, she tailored her advice to our personal situation, making sure her professional knowledge was translated in a way that we could understand and make informed decisions throughout the entire process. Nikki and Hayden make us feel extremely safe that our money is in good and trustworthy hands! read less Fabio Aquino3/03/2022I found the introduction and set up process to be very straight forward and informative. Nikki's clear and "to the point" communicative style made me... read moreI found the introduction and set up process to be very straight forward and informative. Nikki's clear and "to the point" communicative style made me feel confident that the information and guidance I was receiving was well tested and understood. No question was too simple or too complex, I felt the advice was tailored to my situation and Nikki took my personal interests into account when making recommendations. I am very happy with the service. I am now in a situation where I feel as if my investments and future are in good hands, without having to invest a significant amount of my personal time. Highly recommend My Wealth Solutions for anyone trying to make the most out of what they have. read less Tori Furner1/03/2022I am so glad I took the step to work with Ross and the My Wealth Solutions team. Ross and his team are fantastic to... read moreI am so glad I took the step to work with Ross and the My Wealth Solutions team. Ross and his team are fantastic to work with as they communicate clearly and regularly and are happy to explain things to me as many times I need. They take care of all the boring paperwork and streamline the process so that it is super easy and stress-free. They are friendly and approachable and extremely knowledgeable in all matters financial. I trust Ross completely with my finances and it is so reassuring to know that mine and my son's financial future are in safe hands. I highly recommend Ross and his team to anyone who wants to take the step to building the type of wealth they envision in their lives. read less Fi Zaranis1/03/2022
- We have been with My Wealth Solutions for a little under a year now and during this time, Nikki and the team have been absolutely... read moreWe have been with My Wealth Solutions for a little under a year now and during this time, Nikki and the team have been absolutely fantastic to deal with! Nikki took the time to understand our financial goals and clearly detailed a realistic pathway to obtain them. The My Wealth Solutions team are very professional and are always willing to answer any questions we have. Given this, we have referred some family members to Nikki as well. We look forward to working with the My Wealth Solutions team in the future. read less Aaron Handford1/03/2022
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My Wealth Solutions - Financial Advisor Sydney
115 Military Rd Neutral Bay
Neutral Bay, NSW 2089
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