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

Gaining Sudden Wealth

Whether you’ve received a sudden increase in wealth due to an inheritance, a separation or divorce, an insurance pay-out or anything in-between, deciding on what to do next can feel overwhelming. We work with you to ensure that your sudden wealth is being used in the right way to help you secure a brighter financial future.

I want to make the most of my sudden wealth

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

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
Ben and the team at My Wealth are a very professional, yet friendly service. I feel confident that my money is being handled with my best interests at heart. I would recommend My Wealth to anyone, no matter your financial position!
Michael J
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.
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.