Get a personalised roadmap to your goals with expert financial planning

Gold Coast Financial Planners for Every Life Stage

Our financial advisors in the Gold Coast help you create clarity and confidence through tailored advice and practical planning.

Whether you’re seeking to sort out your finances, purchase your first home on the Gold Coast, or start investing and planning for retirement, our experienced team of financial planners is here to help. At My Wealth Solutions, we turn your financial dreams into achievable realities with personalised advice that fits your life.

Why Choose Our Financial Advisers?

Our experience helping everyday Australians has shaped a down-to-earth, practical approach to financial advice. We know what matters when you’re looking for a trusted financial planner Gold Coast locals can rely on.

We’re not just any financial advisor – we’re your partner in building a secure future. Our advice is never off-the-shelf. We carefully tailor every strategy to your individual goals and financial situation, ensuring you get meaningful results.

Financial Advice That Works For You

We believe great financial advice is about empowerment – not judgment. Our team helps you set clear financial goals and builds a dynamic plan to achieve them. Then, we stay by your side, adjusting and reviewing your plan as life evolves.

With our support, you won’t have to second-guess your financial decisions. Our dedicated team of financial advisors on the Gold Coast financial advisors on the Gold Coast is just a phone call away, helping you navigate life’s financial challenges with confidence.

What You Can Expect:

  • Clear, easy-to-understand advice from expert financial planners
  • A strategy built specifically for your goals and lifestyle
  • Ongoing reviews and support as your needs change
  • Implementation from a specialist investment team
  • Access to leading financial advisors in Southport and the wider Gold Coast region

Finance can be complex, but we make it simple. We ditch the jargon and ensure you feel confident at every step of the journey.

Take the next step. Talk to one of our experienced financial advisors Gold Coast locals trust, and let’s build the financial future you deserve.

award winning and highly recommended

Your Gold Coast Team

Colby

 

Atkinson

Financial Advisor
Gold Coast & Ballina
B. Comm (Financial Planning, Accounting), Cert IV (Finance & Mortgage Broking)
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Srushti

 

Kawat

Advice Associate
Gold Coast & Ballina
M. Bus (Applied Finance), Grad. Dip. FP (prog)
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Jenna

 

Bonaccorsi

Advice Associate
Gold Coast & Ballina
B. Bus (Financial Planning & Taxation)
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Latika

 

Buffier

Client Services Officer
Gold Coast & Ballina
B. Comm (Financial Planning, HR Management & Tax)
VIEW PROFILE

How We Can Help

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 to maximise your returns and minimise risk.

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Develop Your Property Plan

We have extensive experience in property strategies and 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 super 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 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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  • Office Address

    We deliver appointments in Gold Coast in partnership with Essential Wealth & Retirement, from the McLauchlan Wealth offices in 80-82 Upton St, Bundall QLD 4217

  • Contact Phone Number

    Call our office on 07 5230 4198 to get in touch with our Gold Coast team.

  • Available Parking

    Street parking is freely available.

  • Your Financial Advisor

    Your Financial adviser in Gold Coast is Colby Atkinson.
    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’re Here To Help

To help you get started on your journey to financial security and peace of mind, we offer an initial consultation where the cost is on us.

The aim of this consultation is simple: we want to get to know you and your financial world personally before we make any recommendations to you. By doing this, we can ensure we’re able to create a financial plan tailored to your unique lifestyle and short, medium, and long-term financial goals.

During your initial Discovery meeting, your financial advisor will:

  • Provide a comprehensive overview of your entire financial situation
  • Answer any questions or concerns you may have
  • Help you define realistic and achievable financial goals for your future
  • Sketch out a path to get you from where you are now to where you want to be
  • Give you an estimate of our fees to achieve your financial plan
  • Provide an outline of next steps to make it happen

Don’t waste another minute worrying about your money or your family’s financial future. We structure our support and guidance to help you achieve financial security in the ways that are most important to you.  We’ve worked with many Gold Coast clients to take practical steps toward achieving their dream financial future, and we’re ready to help you do the same.

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

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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
Having come from a planner where we were very disappointed, it has been a refreshing change dealing with Ben & the team at MWS. They are responsive, helpful, go above and beyond to answer questions and most importantly we have found it easy to understand the finance speak and to actually understand what our money is doing. Thanks for a great experience so far!
Rochelle
CLIENT TESTIMONIAL

Guy and the team have given us peace of mind and confidence in our financial future. They keep us engaged and informed, make it easy for us to ask questions and provide us with tangible results in our regular reviews. We would recommend them to anyone.

Michael E
CLIENT TESTIMONIAL

Nikki and the team have proven invaluable to my financial control and wealth management, I would highly recommend the team at My Wealth Solutions to anyone in any financial situation. 11/10

Ethan M
CLIENT TESTIMONIAL

Excellent service! My girlfriend and I were looking for ways to maximise returns to make to most out of our money. We needed someone with more knowledge in the financial sector than ourselves who we could bounce ideas off and come up with strategies that we hadn’t thought of. Ben and the team at My Wealth Solutions have done exactly that. They have been available for us to ask questions and have been patient with their explanations making sure we understand.

Russell D
CLIENT TESTIMONIAL

Robert Creaton and his skilful team helped me and my wife through the process of financial planning by guiding us to take the right steps. I would recommend Robert and My Wealth Solutions to anyone who wants to secure their future without any stress.

Amit M.
CLIENT TESTIMONIAL

We’ve had a great experience at My Wealth Solutions. The team has been very professional and they send updates so we can track how we are going. Robert has made us feel comfortable about our financial future.

Kylie F.
CLIENT TESTIMONIAL

Ben and his team at MWS are very easy to communicate with and they take the time to explain the nuances involved in financial advice as well as being transparent with costs associated, which is refreshing and trustworthy.

Andrew P.

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