Financial Advisors Townsville

Your team of expert financial advisors providing practical financial advice tailored to you.

Create a plan for financial freedom that's tailored just for you and your lifestyle

We offer a financial team of experts with a wealth of experience assisting clients at all stages of life. Whether you are looking to plan for your retirement or you are looking to secure your first home – we have the expertise to help you achieve your goals.

Why Choose My Wealth Solutions?

My Wealth Solutions will help you plan for a lifetime of financial freedom that suits you and your lifestyle. We are an award-winning family-owned financial planning company that is focused on helping people like you achieve their financial goals.

We focus on listening to your dreams and your questions and making sure we know what you want out of financial planning.  Reviewing finances, making big decisions that can impact your future, or having a hard look at where your money is going are all things that can be scary, complex or time-consuming. At My Wealth Solutions, we make that process easier and give you a roadmap for real progress and success. We specialise in full-service plans that leave no stone unturned to ensure each element of your financial life is pointed towards achieving your goals.

Our financial planners are committed to acting in your best interests by taking the time to understand your needs, wants, and fears so we can create a financial plan that will work for you and your situation. You’ll enjoy the fact that we don’t use confusing industry jargon, and we never sell you anything that you don’t need.

How We Can Help

The team at My Wealth Solutions specialise in financial planning services and wealth management. We are experts in the industry and can assist you in achieving your financial goals, no matter what they are. Some of the top benefits of partnering with My Wealth Solutions are:
Achieving Your Dream Retirement

Planning for retirement might not seem like a priority, but it should be. Our financial advisors can assist you with everything from estate planning and superannuation to budgeting and cash flow so that you can have your dream retire

A Wealth Management Plan That Works

Our Wealth Management specialists work to grow and manage your wealth with smart tax planning, superannuation or SMSF strategies, property and commercial advice, and our investment portfolio expertise.

A Diverse Investment Strategy

Knowing when and where to invest your money is key to a successful portfolio. Our team of financial planners will create an investment strategy for you that will help you grow your portfolio and maximise your returns.

Property Investment Advice

Our Financial Advisors are specialists in property investment. We provide comprehensive and tailored property advice as a key part of a holistic wealth-creation strategy.

Our team is dedicated to working closely with our clients to help them reach their financial goals. We pride ourselves on our attention to the finer details, friendly and professional demeanour, and excellent understanding of market movements and financial ins and outs.

My Wealth Solutions will create a plan that is as unique as you are, so you can relax knowing that your financial world is taken care of.

Your No-Obligation Online Consultation

Our founders are Townsville locals – however, we have now moved our head office to Brisbane. For Townsville clients or enquiries (and Australia-wide), we offer online consultations.  Your first Discovery consultation is free and without obligation. This is where we can get to know each other.

Throughout your first consultation, our financial advisors aim to:

  • Provide you with a comprehensive understanding of your financial situation
  • Give you answers to any questions or concerns you may have
  • Help you set realistic goals and targets for your financial future
  • Discuss potential strategies we would use to help you meet your goals

Our thorough and personalised approach and commitment to customer service have helped us deliver great results for our clients.

Take control of your financial future today by contacting one of our financial advisors!

How Can We Help You?

Get in touch with our Financial Advisors today to claim your free first consultation! We provide online financial planning Australia-wide, and we currently have offices in Sydney and Brisbane.  For those located in Townsville, we currently offer your Discovery consultation online.

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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

Together we can create your dream financial future

The path to achieving financial success and security starts with sitting down with an expert financial advisor.