Financial Advisors Sunshine Coast

My Wealth Solutions are a team of professional advisors who help everyday families across the Sunshine Coast create their dream financial futures.

At My Wealth Solutions we believe that everyone – no matter their location or the balance of their bank account – deserves access to expert financial advice.

That’s why – in order to help everyday families across the Sunshine Coast create their dream financial futures – our team of professional financial advisors often travel to provide this access.

To date, we’ve helped clients everywhere from Mooloolaba to Sippy Downs achieve financial security and peace-of-mind. And we’re just getting started.

Our wide range of experience means that we’re uniquely positioned to work with you to turn your financial dreams into your future reality.

Whether you want to purchase your first home, are interested in investing or just want to get your financial world sorted, we’re here to help.

 

Why We’re Different

 

Since our beginning, we’ve worked to help everyday families achieve their financial goals. That means we understand exactly what everyday families want from their team of financial experts.

When it comes to financial advice, we take a lifestyle-focused approach that considers every aspect of your unique financial situation before making any recommendations. By doing this, we ensure that every strategy recommended to you has been designed specifically for you and your particular financial needs.

For us, financial planning isn’t about focusing on what you’ve done wrong.

Instead, we work with you to kick-start your financial future by setting crystal-clear financial goals and creating the right financial plan to help you achieve these goals. And then we ensure that your plan continues to reflect your current situation by continually reviewing and adjusting it as your needs change.

What exactly does that mean for you? In a nutshell: that you won’t have to spend another second worrying about whether you’re making the right financial decision or not.

With a team of dedicated financial experts by your side, tackling all of life’s financial challenges with confidence becomes easy.

By becoming part of the My Wealth Solutions community, you’ll gain access to the following benefits:

  • Financial guidance tailored specifically to your circumstances and needs
  • A team of financial experts at your fingertips
  • Crystal-clear financial understanding at every stage on your journey
  • A comprehensive financial plan designed specifically to help you meet your goals
  • Financial support and clarity wherever and whenever you need it
  • Ongoing reviews and adjustments to your financial plan as your needs change
  • A support team who are always happy to help with any questions you may have

We understand that the world of finance can be intimidating if you’re not experienced in it. That’s why we use everyday language, to ensure you understand exactly why we’re recommending the strategies that we do.

Ready to turn your financial dreams into your future reality with a financial plan designed just for you?

We’re here to help.

In fact, 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.

During this initial consultation, which is called a Discovery Appointment, your financial advisor will help you:

  • Define realistic and achievable financial goals for your future
  • Gain a comprehensive understanding of your entire financial situation
  • Map out a practical path to get you from where you are now to where you want to be
  • Answer any questions or concerns you may have
  • Create a roadmap for your financial journey from the strategies discussed
  • Ensure you’re on track to achieve financial security and peace-of-mind

The aim of this meeting is to get to know you and your financial world personally before we make any recommendations to you. An essential part of our lifestyle-focused approach to financial planning, this step allows us to ensure we’re able to create a plan tailored to your unique lifestyle and short, medium and long-term financial goals.

In other words, achieving financial security has never been more attainable than with our support to guide you.

Just like we’ve helped our current Sunshine Coast clients take practical steps towards achieving their dream financial future, we’re ready to help you do the same.

All you have to do to get started is get in touch with our team of financial experts today.

Book Your Free Consultation

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CLIENT TESTIMONIAL

Joining My Wealth Solutions was one of the best decisions I’ve made – they have a great team there and communication is fantastic. Ben walked me through the whole process and I knew I was in safe hands with the transparent explanations of all aspect’s of what I could expect. I can’t recommend them highly enough and am excited about what’s to come.

June J.
CLIENT TESTIMONIAL

So far my experience with Ben and the team at My Wealth Solutions has been exemplary. They have offered fantastic, reliable and prompt advice and their knowledge far outweighs the cost of service. I would recommend this route to anyone seeking financial advice. Looking forward to my future even more so thanks to My Wealth Solutions.

Adrian L.
CLIENT TESTIMONIAL

The team are extremely professional and helpful. Ben has taught me so much already and now I feel like real wealth creation is the reality of my future rather than something that I’m just hoping for. Emily has always gone over and above to make everything really easy for us as well as answering any questions we might have quickly and efficiently. I have and will continue to recommend MWS to any of my friends or family.

Francis R.
CLIENT TESTIMONIAL

Changed to Ben and the guys at My Wealth and have found them very active in setting up my finances after years of neglect. I liked that Ben challenged our thinking, was flexible in setting up our finances, and the team were very active in setting everything up.

Steve F.
CLIENT TESTIMONIAL

The team were very knowledgeable and took the time to ensure our needs were understood. Guy put forward some options to help us achieve our goals and set us up for a solid future.

Jagmeet V.
CLIENT TESTIMONIAL

The team at My Wealth are fantastic. They are easy to talk to while being up front and honest with their advice. The fee structures are easily explained and importantly they are always available to give advice or provide information. Ben, Nikki and Jessica are not only knowledgeable but also friendly, approachable and efficient.

Jarrad T.
CLIENT TESTIMONIAL

Ben and the team at My Wealth Solutions have been incredible to work with. They discussed our financial situation and proposed ways to improve our position in an easy but professional manner that left us feeling very secure about the future. Timely responses to our questions and keeping us up to date on changes and progress only enhanced the feeling of trust we had with them. Thoroughly recommend the team if you are looking for sound financial assistance.

Warren A.
CLIENT TESTIMONIAL

Honestly I had no real plan about my financial future and I was told to go and see a financial advisor by my accountant. He highly recommended Ben and the team at My Wealth Solutions and after the first visit I could see why…after my first visit I left with a plan about my financial future and some seriously exciting goals to work towards. Since then the team have been more than accomodating with putting everything in place…

James S.
award winning and highly recommended