Brisbane's Leaders In Wealth Management

Are you looking for financial advice or a financial planner to help you better manage your wealth?

A secure financial future doesn’t happen by chance.

So, if you want financial security in your life and need no-nonsense clarity around your money, we can help you just like we’ve helped hundreds of other families in Brisbane.

Managing money doesn't have to be confusing or stressful

We’ve helped 100’s of people throughout Brisbane achieve clarity over their finances and work towards their goals of financial freedom in a stress-free and practical way.

Keep reading to see how we might be able to help you with your financial goals.

Looking to make the most of your money?
Confused about super?
award winning and highly recommended

“For someone who doesn’t really know what to do, a financial advisor can cost a tiny bit of money, but in the long run, save a heck of a lot more”

“I’ve paid a lot off my house”

“My wife and I decided we need to make our money work for us rather than pay so much tax.

Ben at My Wealth Solutions not only got me investing money well, but he made it comfortable. And it’s working well, we’ve been with them for 4 years and when I first started I had a little bit of money in the bank but not much.

Owed a lot on the house, since then I’ve paid a very large amount off my house and I’m very happy with how that’s progressing. Plus, now that I have an investment property to help offset my taxes.

I’d always been told by my parents that you should have a financial advisor and it’s a big part of why I wanted to come across. One thing I can say is, is that for someone who doesn’t really know what to do, a financial advisor can cost a tiny little bit of money, but in the long run, save a heck of a lot more”

Ben Neighbour

Business Owner, Ashgrove

Reduce your taxes. Reduce your debts.

It all starts with a free consultation

Ben and his wife <name> took advantage of our first free consultation to ask us about reducing their tax and “making their money work for them.” After chatting about his business and financial goals, we created a tailored financial strategy at no cost. <Needless to say, the strategy worked. Ben’s still with us today and 0 years later he’s reduced his tax liabilities, paid off his mortgage faster, and even bought an investment property.>

You can start your journey to financial freedom, just like Ben and <name> did, by booking a free consultation. Simply click the button below to get started.

Why Consider My Wealth Solutions?

To put it simply: we understand what the everyday family needs from a financial planning perspective and we create tailored plans based on your goals to help you achieve your dream financial future.

We’ve been doing it for about a decade and we’ve helped hundreds of people in Brisbane on their path to financial freedom and security so far.

When asked what I’ve wished more people knew about financial planning, it’s this:

“It’s very simple to create financial freedom. You just need to have crystal clear goals, be committed and accountable to these goals, and create clear, actionable steps to achieving them.

There is no greater satisfaction than when you can see your path to financial freedom. By helping you understand more about your finances and how to manage and organise them, you’re more confident and enjoy the peace of mind of knowing that your future is more secure.”

And that’s exactly how we’ll help you, should you choose to be pro-active in creating the lifestyle you want and the future you dream of.

We’re even offering free initial consultations so you can see how we work and how we can help without any risk or obligation.

– Ben Budge, My Wealth Solutions Director

“We didn’t want to waste our money, so we looked for a financial planner”

“2/3 of the financial goals we set for the first 12 months have been completed”

Our business was starting to grow and we realise we didn’t have a plan to use that money the best we could. We didn’t want to waste the money so we looked for a financial planner.

My Wealth Solutions was recommended to us so we booked a free consultation to talk about our goals, what we wanted to achieve, and when we wanted to achieve it by.

A strategy was presented to us and we thought it was fantastic. So, over the past 12 months we’ve implemented that and I’ve seen some good results come out of it.

Ben enabled us to see figures and projections into the future, so we could see not only what the immediate results would be, but what the future results were likely to be.

About 2/3 of the goals we set for the first 12 months have been completed and implemented, and we’re working on the latter part of the strategy now.

And the beaut thing about the program is that every 6 months we sit down and see where we are in the program. “Okay, we’ve veered off a little bit, what do we need to do to get back on track and progress through to our final goals?”

Steven Wade

Business Owner, Newstead

Better money management.

It all starts with a free consultation

Steven came to a free consultation at our offices in Newstead and after understanding his situation and goals, we came back to him with a tailored financial strategy at no cost or obligation. Seeing the plan, he thought it was “fantastic” and asked us to get to work. And, within just 12 months, he’s on track to achieve all of his financial goals for the year and use his money in the best way possible.

You can start your journey to financial freedom, just like Steven did, by booking a free consultation. Simply click the button below to get started.

We Help You:

Understand every aspect of your financial world

With our financial advice and planning, tackling your financial challenges and reaching your goals is made easy and achievable.

Gain a partner who understands the challenges you face

Our team of financial experts are uniquely positioned to help everyday families overcome whatever life throws at them.

Ensure you have a practical path towards reaching your goals

We help you make smart decisions along the way to ensure your financial dreams will become your future reality.

Make creating your dream financial future achievable

With expert advice just a phone call away, you’ll always have an advisor by your side to make every financial decision easier.

Access advice and planning that puts your best interests first

That means the strategies we recommend will always be focused on helping you reach your goals, whatever they may look like.

Make sure your financial plan adapts as your life changes

We work with you to continually adjust your plan as your situation changes so you’re always on track to reach your goals.

“After 20 years of working, we had no real direction”

“We couldn’t be more confident for a comfortable retirement”

“After 20 years of working, we had no real direction when it came to planning for our financial future.

After deciding to visit My Wealth Solutions, we now have achievable financial goals and we couldn’t be more confident that the strategies employed will ensure a comfortable retirement.

The MWS team took the time to understand our current financial situation, needs and wants and formulated an investment pathway to meet those requirements.

Guy and Nikki were friendly, knowledgeable and explained all aspects of their advice in a clear language that was easy to understand. Thank you to the entire MWS team.”

Michael & Dani Ironside

Business Owner, Brisbane

A dream retirement.

It all starts with a free consultation

Michael and Dani had worked for 20+ years and didn’t feel like their dream retirement was any closer. After they booked their free consultation, we reviewed their current financial situation and created a tailored financial strategy based on what their ‘dream’ retirement looked like. And, that dream is looking like reality now, with Michael and Dani saying, “we couldn’t be more confident that the strategies employed with ensure a comfortable retirement.”

You can start your journey to financial freedom, just like Michael and Dani did, by booking a free consultation. Simply click the button below to get started.

Our Areas of Expertise

Financial Advice & Planning
Retirement Planning
Investment Advice
Property Investment Advice
Budgeting & Cash Flow Help
Superannuation Advice & Strategy
Home Loan Structuring & Advice
Personal Insurance Advice & Strategy

“Honestly, I had no real plan about my financial future”

“I left with a plan about my future and some seriously exciting goals to work towards”

“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.

Everyone was very personable and friendly, Ben himself was extremely easy to talk to and 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 and extremely responsive to all my questions.

I look forward to achieving the goals that we have set for the future.”

James Sanders

Business Owner, Brisbane

A clear plan for your future.

It all starts with a free consultation

James was advised by his accountant to see a financial planner, so he booked a free consultation with us. After his session, he received a tailored financial strategy at no cost or obligation which detailed his options based on his current assets and what he wanted to achieve. Now James has “some seriously exciting goals to work towards.”

You can start your journey to financial freedom, just like James did, by booking a free consultation. Simply click the button below to get started.

How our financial planning process works.

We ensure you are informed and empowered throughout the entire process.
Step 1

Your Initial Enquiry

Our financial planning process starts with first you asking yourself the vital questions of what it is you want to achieve financially and then making an enquiry.

Feel free to tell us a little bit about your situation, any challenges you experience day to day or merely where’d you like to be.

Upon receiving your enquiry and information, we then move to the next step in the planning process.

Enquire Now

Step 2

Our First Conversation

Following up from your enquiry, one of our financial advisors will call to simply introduce themselves and vice versa.

If we believe we can help, we make a plan to meet face to face. We will first ask for a brief snapshot of your current financial situation. These will include things like your income, superannuation figures, assets, (big or small), and importantly your goals.

Upon collecting this information we begin work in assessing how we can best achieve your goals, drafting a plan on what tools and investment strategies will work best. All of which leads to our first in-person meeting.

Feel free to tell us a little bit about your situation, any challenges you experience day to day or merely where’d you like to be. Upon receiving your enquiry and information, we then move to the next step in the planning process.

Enquire Now

Step 3

Meet & Greet

This is where the planning process really kicks off. Upon learning more about your situation, our directors will ensure you feel comfortable enough to discuss financial related matters.

Our advisors pride themselves on their ability to listen and hear what you have to say first and foremost, absorbing all important variables beyond just finance.

These are the moments where we begin to break things down and highlight strategies and options that can form part of your overall financial plan to help deliver your goals.

This phase is different for everyone and subsequently, is done in a manner that ensures all factors are covered and included.

It’s here you will see the elaborate and innovative understanding of financial planning we can provide, and will walk away with more knowledge and information about how to best move to the next stage.

Enquire Now

Step 4

Develop Your Unique Plan

This is where we begin working on the finer elements of your financial plan. We call upon our extensive years of experience and skill in finance, leveraging all relevant investment avenues and legislative offsets to craft a plan that is both secure and lucrative.

We research, investigate and take all necessary steps to ensure we are minimising risk and optimising growth, formulating a thoroughly tailored financial plan.

We do this over a period of roughly three weeks. Why?

We allocate time for the necessities that are a part of all plans. However, we allow extra time to ensure all decisions made are the best for you and your financial future.

If we have any concerns or feel the need to improve anything, we have enough time execute such, before we present our plan to you. It also allows us to follow up on any extra details we might need.

Enquire Now

Step 5

We Present Your Plan

After examining every detail we then present our plan to you in person. This where we really come into our own at My Wealth Solutions. We explain all components of our plans in the simplest and most digestible manner. This keeps you informed every step of the way and helps instil a sense of comfort as we elaborate further into your plan and financial strategy.

After the presentation, we’re open ears to any feedback you may have. We’re fortunate enough to boast enough experience to modify where possible to meet your needs and quickly.

At My Wealth Solutions, we’re confident in our ability to propose financial planning that is cutting edge and industry leading.

We understand the sensitivity and importance of your personal finances, and as such provide you with the necessary space and time required to make your decision or the need to make changes.

Enquire Now

STEP 6

If Yes, Full Steam Ahead

If you’re confident in our proposal and want to invest in our plan, we then move toward the preliminary stages of implementation. This takes time for things to immediately kick in.

There’s a  bit of paperwork and so forth, all necessary to adhere to the legalities and to make sure everything is checked and double checked. It takes roughly 1 to 2 months before all elements of your financial plan are underway.

Where To From Here?

Financial growth and security.

By investing in a financial plan at My Wealth Solutions, you can be confident that all risk mitigation parameters have been endorsed. As your portfolio develops, we will keep in contact to inform you of any adjustments or decisions, as well as opportunities we believe are fitting of your finances.

Enquire Now

We've helped over 000 people in Brisbane already

And the thing that’s consistent between all our clients is they’re looking for less stress around money and a clear plan to follow which helps them build wealth for their ‘dream’ future. Whether it’s achieving your dream retirement or simply stopping the stress around bills, we’re certain we can help you just like we’ve helped others.

“Only regret would be we didn’t start sooner”

“Nikki Booth and the team at My Wealth Solutions have set my wife and I on the straight and narrow!

We came to discuss what we ‘could’ do and left with what we ‘will’ do with our finances.

I was sceptical with easy it all sound, and 8 months in, we are finding that the service and understanding from the team has been second to none.

I’ve recommended the My Wealth Solutions team to my family and friends.

The only regret would be that we didn’t start sooner with this team.”

Mark & _ Roberts

Business Owner, Brisbane

“Excited about the transparency and control”

My wife and I decided to make some changes to the way we were managing our finances and planning for our future financial security.

Through the process of re-financing for the construction of our new family home, we were referred to Ben and his team at My Wealth Solutions to discuss our wider financial planning.

From the very first meeting we had with Ben, we were comfortable and at the same time excited about the transparency and control he could bring to our financial planning and future position. 

Whilst it is still early on in our partnership with Ben and the team at My Wealth Solutions, we couldn’t be more satisfied with our switch so far – in terms of process, product and advice.”

Andrew & __ Hammill

Business Owner, Brisbane

“They’re key in helping us all achieve the goals we need beyond retirement”

I believe whole heartedly everyone needs to take their wealth and future in their own hands and not just rely on their industry super fund.

Financial industry professionals like Ben are key in helping us all achieve the goals we need looking beyond retirement

We were grossly under insured and had a poor idea about what insurance could really do for us as a family.

He was so friendly and very approachable…Big tick from us!”

Kristy Riggall

Business Owner, Brisbane

“I was initially nervous about investing…”

…and was confused about the best way to improve my current financial position.

The team at My Wealth Solutions were able to guide and step me through strategies for creating a financially secure future.

Ben and the team clearly and confidently worked within my comfort level to create a financial plan for success.”

Sonia Kelly

Business Owner, Brisbane

My Wealth Solutions

At My Wealth Solutions, our aim is simple: to help you achieve your dream financial future by empowering you to make smart financial decisions.

No matter what your current financial situation is, we work together with you to create a personalised financial plan to help you achieve your financial goals.

Whether you’re just starting out, planning for a particular life event, searching for a specific service or strategy or anything in between, our team is here to help.

We take the time to personally understand your current financial situation, goals and dreams. This knowledge allows us not only to develop a customised financial plan just for you but also to ensure we’ll be able to help you at every step along the way.

Our results in numbers

9

Years in Business

000+

Clients

4.9/5

Review Rating

“We’re a young family trying to make the best of what we have”

“I always walk away feeling so motivated that we’re making good choices for the future.”

We have been seeing Guy at My Wealth Solutions for a few years now, and his advice has been invaluable.

When a young family trying to make the best of what we have, and Guy really puts it all into perspective, so it isn’t overwhelming.

Whenever we meet with him, I always walk away feeling so motivated that we are making good choices for the future.

Initially I wasn’t sure that we could get anything out of engaging a financial planning, but now I know how LITTLE I actually knew!!!

We’ll be long-term clients and I wouldn’t hesitate recommending him to others.”

Louan Walker

Business Owner, Brisbane

Better family wealth management.

It all starts with a free consultation

Louan wasn’t sure if she’d “get anything out of engaging a financial planner”, but booked a free consultation to make sure. It was after her seeing the ‘roadmap’ we created for her that she realised “how little she actually knew!” Now she leaves follow up meetings with us “feeling motived that she’s making good choices for the future” and for her family.

You can start your journey to financial freedom, just like Louan did, by booking a free consultation. Simply click the button below to get started.

Don't Just Take Our Word For It...

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.
CLIENT TESTIMONIAL

I contacted Ben Budge to provide a holistic review of our financial position, including investments, superannuation and retirement planning. Ben provided a summary of our financial goals, along with how our strategies aligned with those objectives…which was great for motivating us to make some changes…I would consider Ben to be very professional and friendly, and I’d recommend him to anyone seeking to secure their financial and retirement planning.

Ian J.
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

My wife and I decided to make some changes to the way we were managing our finances and planning for our future financial security. Through the process of re-financing for the construction of our new family home,…from the very first meeting we had with Ben, we were comfortable and at the same time excited about…to our financial planning and future position.

Andrew H.
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.

Adriano L.
CLIENT TESTIMONIAL

My experience with Guy Freeman has been totally professional and totally satisfactory. Guy has managed my small investments but maintained at the same time a personal interest in my health and well being… I have to say that I have complete trust in Guy and am so pleased he is looking after my investments giving me a secure future.

Jennette B.

Book your free consultation

You’ll leave your session with:

  • A clear understanding of your current financial situation
  • An overview of what you can invest in and how these investments work with your financial goals
  • Clarity and direction over your personal finances
  • An outline of our consultation which acts as a ‘roadmap’ for your journey to financial security

This consultation is completely free. It’s not a ‘sales’ session and there’s no obligation to use our services afterwards.

We’re offering this at no cost because most people who see our financial plans understand we’re able to help them achieve their goals in a realistic way.

If you’re interested in making pro-active changes towards a better future, we suggest you book your free consultation now by filling in the form or calling 1300 000 000 during business hours.

Address:

Level 1/54 Doggett Street
Newstead, Brisbane ,QLD 4006

Hours:

Monday – Friday: 9 AM – 5 PM

Contact:

1300 000 000

[email protected]

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