Financial Advisors Sunshine Coast

Create your dream financial future with some expert advice and your own financial roadmap

We help clients from Caloundra to Noosa Heads achieve financial security and peace of mind.

At My Wealth Solutions, we believe that everyone – no matter their location or the balance of their bank account – should be able to access expert financial advice. Our wide range of experience means that we are able to work with you to turn your financial dreams into reality with a holistic financial roadmap created just for you. 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.

Since our beginning, we’ve worked to help everyday families achieve their financial goals. From having experienced personally the struggles that families can go through when they don’t have a financial plan in place, we understand exactly what our clients want from their team of financial experts.

We consider every aspect of your unique financial situation and get to know your dreams and lifestyle goals before making any recommendations. This way, we ensure that every strategy has been designed specifically for you and your financial needs.

For us, financial planning isn’t about focusing on what you’ve done wrong. Instead, we kick-start your financial future out of the gates, by setting crystal-clear financial goals and creating a financial plan to help you achieve these goals.  As time goes on, we continually review your plan and adjust it to meet any changes in your situation or objectives. 

With a team of dedicated financial experts by your side, tackling life’s financial challenges with confidence becomes much easier.  You won’t have to spend another second worrying about missed opportunities or making the wrong financial decisions.

What My Wealth Solutions Can Do For You

We work hard to create an ongoing relationship with our clients that is full of benefits.
A team of financial experts at your fingertips
Crystal-clear financial understanding at every stage of 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
An implementation and investment team to put your plan into action

We understand that the world of finance can be intimidating if you’re not experienced in it. We use everyday language to make sure you know exactly what we’re recommending and why those strategies are included in your plan.

To help you get the right information and peace of mind before signing up, we offer a no-obligation Discovery appointment. This appointment is free of charge for you, and you get the opportunity to sit down with your advisor.

After your first free consultation, you’ll have:

  • Defined realistic and achievable financial goals for your future
  • A comprehensive understanding of your entire financial situation
  • A practical path to get you from where you are now to where you want to be
  • Answers to any questions or concerns you may have
  • A roadmap for your financial journey from the strategies discussed
  • An idea of the strategies we would use to get you on track to achieve financial security and associated fees

The aim of this meeting is to get to know you and your financial world personally before we make any recommendations to you. We always ensure that we create a plan that is tailored to your unique lifestyle and short, medium, and long-term financial goals.

We’re ready to help you start your journey towards your personal financial freedom. 

Get in touch with us today to find out more.

Get started today

We provide financial planning Australia-wide.
For those located on the Sunshine Coast, we currently offer your consultation in our Brisbane office or online.

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

Request your no-obligation 90-minute Discovery session with our experienced financial advisors, and find out what's possible! Online or in-office appointments available.

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"Cory Behrens is extraordinarily knowledgeable and a great listener who has helped set me on the path to retirement."

Amanda Wallas

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
Logos-2018 Trusted Advisors
My Wealth Solutions Practice of the Year
My Wealth Solutions Practice of the Year
Guy Freeman GPS Wealth Award
My Wealth Solutions Practice of the Year
Nikki Booth Young Gun Award
Ben Budge Advisor of the Year
Advisor of the Year Ben Budge
GPS Wealth
AFA Logo
tax practitioners logo