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

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.
award winning and highly recommended