My Wealth Solutions is an award-winning Financial Advice firm that has been helping families create financial success for over 10 years.  Our experienced advisors are experts in investing, property, and wealth creation strategies to help our clients create a secure financial future. Read the success stories of Mark & Pauline > or Jack & Lucinda > for real-world results.

Most people never take action and never realise the opportunities they have missed.  Every day that goes by can take you further away or closer to your goals.  If you have built equity in your home that you haven’t put to use, you aren’t sure what your next step is, or maybe you want to outsource the financial labour, this is your sign to take that next step.

Claim your free consultation today and learn how we will help you succeed while taking the stress out of your finances.

Sounds like a lot, right? Don’t worry, you’ve got a secret weapon: us!

When it comes to growing your wealth and securing a brighter financial future, it’s likely you’ve heard about the importance of turning bad debt into good debt. The strategy known as debt recycling, or mortgage recycling, is one way you can successfully do this.

Debt recycling, at its most basic form, involves using the equity in an asset you currently owe bad debt on to purchase an investment asset that can be used to generate an income. You would then use the income generated from that asset to pay off your non-tax-deductible loan until this loan has been paid off and you only have the tax-deductible loan to pay.

One of the most important benefits of debt recycling is that it allows you to start building your investment portfolio and growing your wealth faster than if you opted to follow a more traditional route.  The downsides of debt recycling are that there is a heightened level of risk if there is a downturn in the market. Our strategies include building in a sufficient amount of personal protection to ensure you or your loved ones are able to continue meeting your obligations if something unexpected happens.

Our team of expert financial advisors acts in partnership with mortgage broking and investment partners to help you breeze through this entire process.  This means we’re uniquely positioned to provide guidance that considers your whole financial picture.

Our expert advice & personal approach means you can be comfortable understanding exactly what is involved.

“Now I have an investment property…”

Jack & Lucinda decided they needed to make their money work for them rather than paying so much tax.  When they first came to see My Wealth Solutions, they only had a little bit of money in the bank and owed a lot to their house.

Our advisors at My Wealth Solutions helped Jack & Lucinda to start investing well and made it comfortable and easy to understand.  Their complete financial plan enabled Jack & Lucinda to pay a large amount for their house, and use that progress to purchase an investment property, which in turn off-set their taxes. Jack & Lucinda have been with us for over 4 years and are very happy with how their financial plan is progressing.

Jack credits his parent’s wisdom with getting a financial planner, “I’d always been told by my parents that you should have a financial advisor and that’s a big part of why I wanted to join My Wealth Solutions.”

“One thing I can say is that for someone who doesn’t know what to do, a financial planner costs a tiny little bit of money but in the long run will save you a heck of a lot more!”

Jack & Lucinda – Bunya