Planning For Life's Big Events

While you encounter life's big changes, we take care of your personal financial world.
Finding your dream place to live

Buying Your First Home

Buying your first home is a dream come true, but the process behind it can be overwhelming without the right guidance. We make it simple by helping you navigate every step from saving for a deposit to finalising your home loan.

I want to buy my first home

Planning For Separation or Divorce

Going through a separation or divorce doesn’t mean you have to end up in a worse financial situation than before your separation. With our team of expert financial professionals by your side, finding financial clarity and achieving financial security is easy.

I want to clarify my financial world

Starting Retirement

The transition from working life to retirement can be a worrying time. But we know that you want to stress less about your money in retirement. That’s why we make retirement planning easy for you, so you can focus more on enjoying your new lifestyle.

I want to start planning my retirement

Growing Your Family

Starting a family doesn’t necessarily mean havings kids, it can also include moving in with your partner or getting married. It does mean that your life is changing, so we make sure that your financial plan reflects that. We help create a path to your family’s financial security.

I need to plan for a growing family

Just Starting Out

You’re not sure how to create a budget you can stick to and your financial goals feel like an impossible dream. We’ve helped people just like you set clear goals and define a practical path to achieve them. We make setting and sticking to financial goals easy.

I need help getting started

Can't see the life event you're facing?

Don’t worry, we’re here to help.

We understand that life often has a habit of throwing unexpected surprises your way.

That’s why your team of expert financial advisors is here to help you tackle those surprises with the confidence only professional guidance can provide.

Your personal financial advisor is looking forward to meeting you in a one-on-one consultation where you’ll receive:

  • A crystal-clear understanding of your current financial situation and how your life event affects that
  • Expert answers to every single one of your questions
  • Clarity and direction when it comes to your personal financial goals
  • A comprehensive overview of how a financial plan can help you achieve your short, medium and long-term goals
  • An outline of the strategies discussed which will serve as the ever-adapting roadmap for your entire financial journey

We’ll be your financial partners in navigating every life event with confidence. All you have to do is tell us how we can help:

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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

My Wealth Solutions are the first financial advisers I have found that consider your entire financial position. They are not focused on one product or investment type, rather they are focused on finding the right financial solution for your current situation. I am looking forward to working with Ben and his team over the coming years.

James C.
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

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

The team are extremely professional and helpful. Ben has taught me so much already and now I feel like real wealth creation is the reality of my future rather than something that I’m just hoping for. Emily has always gone over and above to make everything really easy for us as well as answering any questions we might have quickly and efficiently. I have and will continue to recommend MWS to any of my friends or family.

Francis R.
CLIENT TESTIMONIAL

Changed to Ben and the guys at My Wealth and have found them very active in setting up my finances after years of neglect. I liked that Ben challenged our thinking, was flexible in setting up our finances, and the team were very active in setting everything up.

Steve F.
award winning and highly recommended

Let us help create your dream financial future

We’re different, because we take the time to get to know you before making any recommendations.

Then, we take it one step further by creating a financial plan tailored to your unique financial world.