We all know it’s true – money is one of the greatest causes of stress for Brisbane families. And now, more than ever, you need confidence that the decisions you’re making are the right ones.

Whether you are just starting out as a young professional, or you’re a busy family making good money or raising kids, we can help you understand your financial situation and map our a strategy to help you reach your goals. We take complex strategies and make them simple, working with you over time to see you reach your goals and then set new ones!

The sooner you start taking control of your financial life, the faster you can bridge the gap between where you are now, and where you want to be. Our Brisbane team of financial advisers make your financial planning personal, uncomplicated, & effective.

We believe that Financial Advice is for everyone, but if you’re not completely sure, have you ever:

• Wanted a clear overview of your personal situation?
• Felt like your income wasn’t effectively building your family’s future?
• Dreamed of being free from the stress of day-to-day financial management?
• Needed guidance on how to get the most from your super or assets?
• Wanted to learn more about your investment opportunities to grow wealth?
• Wondered if you would have enough to retire?

If so, it’s worth having a chat to one of our advisers. We only take on clients who we can really add value to, so they’ll help you take your next step.

As your expert financial partners, we provide the tools and knowledge to give you smart solutions to your financial decisions – both now and into the future. Without having to do a university degree in finance, you will get the benefit of our advisors’ years of experience and financial expertise at your fingertips!

Your financial advisor will help you:

• Gain a comprehensive understanding of your complete financial situation
• Define crystal-clear goals for where you’d like to be in the future
• Create and grow your wealth in a way that suits your current financial position and risk profile
• Develop a practical way to bridge the gap between where you are now and where you’d like to be
• Grow and protect your wealth with holistic wealth management 
• Develop an investment strategy tailored to your unique financial needs and goals
• Protect your family and finances with a comprehensive insurance strategy tailored to your needs
• Sort your super and design a retirement plan that’ll ensure you’re on track to achieve your dream retirement
• Work with you to map a path towards your lifestyle goals and financial security

Our financial planning services and advice are backed by years of experience and deep industry knowledge, helping you understand how to get the most out of your current financial position and create a secure financial future.

Talk to a Financial Adviser today

It is worth having a financial advisor if they can add value to your financial situation. This is often dependent on where you are at, both financially and in your stage of life. Key times that financial planning can make a huge difference for you include: 

• When you’re preparing to buy a house or investment property
• When you’ve gotten married and want to plan for a future together
• When you’re planning for children and expenses around their future
• When you’ve received an inheritance or payout (or you won the lottery)
• When you’re planning for retirement
• When you want to sell your house or downsize
• When you’re getting a divorce or separation
• When you want to grow your wealth through investing or debt management
• When you want help to take control of your savings and debt to start making progress

If you’re experienced in managing your finances, you might feel prepared for DIYing it. However, one of the most valuable things that financial planning can do for you is free your time; rather than spending hours researching, building your portfolio, or worrying about whether that investment property is the right decision, your financial planner can evaluate each situation in light of your entire financial situation and give you expert guidance. 

However, you need to be confident your financial planner is working for your best interests. At My Wealth Solutions, we are both morally obligated and strictly regulated to only provide advice that is in your best interests both now and into the future. We offer impartial advice and hold ourselves to a high quality of service that leaves no stone unturned. Our fees are based on a fee-for-service model, so you only pay for the services you are actively receiving. We are proud of our proven track record of market-leading services and hundreds of satisfied clients, and we are among the best financial advisors in Brisbane. 

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