Starting Retirement

Starting retirement shouldn’t include stress about your finances.

4.9

240 Google reviews

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Start Retirement with complete confidence

Your Retirement,
Your Way

Retirement isn’t just about super balances or pensions, it’s about freedom, peace of mind, and living life on your terms.

With a big life event like starting retirement on the horizon, we look beyond the numbers to understand your vision for this next stage of life, whether that means travelling more, supporting your children and grandchildren, or simply enjoying the comfort of financial security. With the guidance of an experienced retirement planner, you’ll find increased confidence and choice.

Every plan we create is unique. Your goals, lifestyle, and financial circumstances are personal, and your strategy should be too. By taking the time to understand what matters most to you, we design a roadmap that utilises the strategies available to you – things like Transition to Retirement or Downsizer schemes, different income streams, tailored investment portfolios, or getting the most from your pension.

With tailored financial planning, we help you create clarity and lasting financial security for the years ahead.

Lovely couple spending autumn day outdoors

Why work with a retirement planner?

Going into retirement alone can feel overwhelming. Working with a retirement advisor helps you make informed decisions and removes guesswork, ensuring you get the most out of your ‘freedom years’.

Our team of retirement planners bring years of expertise to your financial journey. From complex investment structures to day-to-day budgeting strategies, we provide clear, actionable planning so you don’t have to wonder if you’re doing it right. With our support, every element of your financial planning for retirement is carefully considered, actively working toward your long-term goals and aligned with your lifestyle.

The best time to take control of your future is today. Get a clear plan that balances your goals, income, and lifestyle, allowing you to enjoy your retirement with confidence.

How We Help You Prepare for Retirement

Ease into retirement with confidence

Ease into retirement with confidence through a transition-to-retirement plan that keeps your income flexible while you adjust, whether you’re winding down work or enjoying more time on the coast.

Maximise your superannuation

Maximise your superannuation with strategies designed to boost contributions, improve tax efficiency, and grow your balance under Australia’s retirement system.

Build and protect your wealth

Build and protect your wealth so your assets, whether property, investments, or business interests, are preserved and support the lifestyle you’ve worked hard to create.

Take control of your cash flow

Take control of your cash flow with budgeting strategies that ensure your income lasts, giving you certainty to enjoy travel, family time, or a relaxed lifestyle by the beach.

Grow your investments strategically

Grow your investments strategically with a diversified, long-term plan built to weather market fluctuations and support your financial goals through every stage of retirement.

Secure your legacy with confidence

Secure your legacy with confidence through estate planning that ensures your wealth is passed on according to your wishes and provides for the people you love.

Ease into retirement with confidence

Maximise your superannuation

Maximise your superannuation with strategies designed to boost contributions, improve tax efficiency, and grow your balance under Australia’s retirement system.

Build and protect your wealth

Build and protect your wealth so your assets, whether property, investments, or business interests, are preserved and support the lifestyle you’ve worked hard to create.

Take control of your cash flow

Take control of your cash flow with budgeting strategies that ensure your income lasts, giving you certainty to enjoy travel, family time, or a relaxed lifestyle by the beach.

Grow your investments strategically

Grow your investments strategically with a diversified, long-term plan built to weather market fluctuations and support your financial goals through every stage of retirement.

Secure your legacy with confidence

Secure your legacy with confidence through estate planning that ensures your wealth is passed on according to your wishes and provides for the people you love.

Shane 3 weeks ago

When I first engaged Matt Leech, I lacked a structured approach to maximising my income and planning for retirement. From our very first meeting, Matt demonstrated deep expertise and took the time to fully understand my circumstances and objectives. He listened carefully and presented his advice clearly, ensuring it aligned with my long-term goals.

The development of my financial plan was thorough, transparent, and collaborative. The strategy Matt recommended was both prudent and easy to manage, with a clear focus on achieving my short- and long-term priorities.

I now feel far more confident in how my finances are positioned for the future. I highly recommend Matt to anyone seeking a comprehensive financial plan that thoughtfully balances risk and return.

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Bri- Fi 4 weeks ago

Izzy is very approachable and I’m more than happy with the difference she has made to my portfolio.

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Bri- Fi 4 weeks ago

Izzy is very approachable and I’m more than happy with the difference she has made to my portfolio.

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Dorian Williams 1 month ago

Since I reached out from the get go, MyWealthSolutions have been helpful, kind, and understanding, without being pushy at all. I feel like they have really listened and tailored all of my financial goals and requirements as needed. I trust them and I like that I have catch ups yearly or whenever suits me, as well as them being available when needed. I would highly recommend MyWealthSolutions for anyone looking for human, caring and trusted financial support.

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Maliki Mclaren 1 month ago

Professional, fast actions and responses, successful results.

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Maliki Mclaren 1 month ago

Professional, fast actions and responses, successful results.

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Michaela Moss 1 month ago

Thank you Hayden from My Wealth Solutions. You take the time to listen, to understand us and to provide options and advice giving us confidence in our financial future.

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Michaela Moss 1 month ago

Thank you Hayden from My Wealth Solutions. You take the time to listen, to understand us and to provide options and advice giving us confidence in our financial future.

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EK_PH 1 month ago

Matt and his team have been providing professional financial advice for a number of years and have really set me on the right path for financial security and future retirement planning.

Highly recommended

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Katie D 2 months ago

Daniel has been amazing, planning for my future and wealth planning is all new to me and Daniel and the team have been fantastic to deal with straight from my first phone call. It’s a decision I should’ve made years ago but I’m pleased to be in professional, friendly and knowledgeable hands now

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Katie D 2 months ago

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Ann Hine 2 months ago

Matt has been terrific to meet with and my partner and I are already seeing and experiencing the benefits of his suggestions. Matt is very approachable, a great listener and easy to contact. It is wonderful to know that we are being guided by such a trustworthy and capable man.

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Darcy Darwin 2 months ago

Hayden has been my financial advisor for 15 months now. He has helped my substantially in growing my wealth as well as my knowledge regarding income, tax, super and insurances. Hayden is incredibly knowledgeable and adapts easily when I have changed my goals and directions in my work and personal life.
Signing up was definitely not a regret and I have already recommended him to a few mates.

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Darcy Darwin 2 months ago

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Anh Tu Pham 2 months ago

Josh has been an outstanding financial advisor. He takes the time to explain everything clearly and always makes sure I understand my options before making any decisions. His advice has been practical, easy to follow, and tailored to my goals. Highly recommend.

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Lara Kimberley Sittig 2 months ago

We’ve been working with Josh and the My Wealth Solutions team for 3 years now. It’s given us great peace of mind to work with them on ensuring we’re well positioned to meet our financial objectives. All of the advice and action taken has yielded great results. Would recommend them happily.

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Glenn Scott 2 months ago

Very knowledgeable, thorough and professional. Great tools to help model progress toward goals. Works seamlessly with my accountant.
Would recommend them

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jackie dellar 2 months ago

Colby is very knowledgeable and understands individual needs

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Lauren Charlton 2 months ago

My Wealth Solutions have been amazing in sorting out the best products and financial plan for us and our goals

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Andrea Franceschi 3 months ago

Matt is an outstanding financial advisor, knowledgeable, approachable, and always focused on what’s best for his clients. He takes the time to explain everything clearly and makes you feel confident about your financial decisions. Highly recommend!

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Kym Kelly 3 months ago

Hayden and his support staff have been great to work with. They have fully supported us in the process of working towards setting our targets for the complex needs of our future retirement. It is a relief knowing that we can contact them to ask any question or to get a quick update on where things are at and always get a prompt response.

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Charles Wright 3 months ago

Excellent service from the start, sounds advice and quality outcomes. As opposed to other advisors they provided a full and proper plan even before paying, convinced me that they were the ones for us

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Cameron Parsons 3 months ago

Hayden has been a breeze to deal with and has made my financial life streamlined with purpose. His professionalism and approachability has made it all the easier. Would highly recommended to anyone!

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Rebecca Hopper 3 months ago

Hayden is always available to respond to me with any queries or questions and my portfolio is performing very well so I’m very pleased and highly recommend my Wealth Solutions .

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Bart Banda 4 months ago

Cory and his team helped my wife and me set up our financial long-term plan and it was much easier than I expected it to be. Cory was very professional and detailed oriented and fully understood our total financial situation and our goals. He was very good at explaining everything to us in clear language and concepts that were easy to follow. We are very happy and impressed with the service they provided and can’t recommend them enough.

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Andrew 4 months ago

My Wealth Solutions have given us a financial plan that is suited to our goals, and we feel is achievable. Their advice is great, and they’re easy to get along with. Would recommend.

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steven de feudis 4 months ago

Very informative and walk you through each step. Highly recommend

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Hannah McCluskie 4 months ago

Colby has been amazing helping us reach our financial goals. He has walked us through every step of the way. He is personable and professional and the other staff have been amazing too. Cannot fault them. Would highly recommend them to anyone.

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Nadine Shome 4 months ago

Useful annual meetings for forward planning. Regular adjustments and monitoring of super funds etc and their performance.

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T Nel 4 months ago

I’ve been with My Wealth Solutions for a year now. Daniel in Brisbane has been informative, knowledgeable, patient and kind throughout. Very happy and grateful.

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Matthew Leong 4 months ago

We continue to obtain great value from our visit with Nikki at my wealth. She takes our personal situation into consideration and provides targeted advice to the direction we have set out.

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Jess Stevenson 5 months ago

Great service & attention to detail.

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Michelle Gray 5 months ago

Hayden provides excellent advice and is a true asset to the team. I could not be happier with my experience. Highly recommend!

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tim markovic 5 months ago

Matt and TP have been a pleasure to work with – always professional, transparent, and helpful. They clearly explain every step of the process and I highly recommend the team.

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Wendy Chetham 5 months ago

Thanks to Hayden’s professional financial advice and guidance—alongside my newfound sense of financial accountability—I now feel hopeful and confident about achieving my financial goals. I’m truly grateful to Hayden and the entire team.

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Darron Haworth 5 months ago

Highly recommended for all your financial needs. The ongoing support, advice, and service is second to none.

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Phoenix Project 5 months ago

Great service and professional staff. All advice given has been up to date and tailored to my specific needs.
Thanks for all youve done MyWealth Team.

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Olivia Whyte 5 months ago

We have been with My Wealth Solutions for a few years now and are very happy with the care and expertise we have been given by Josh and the team.
Would recommend if you are looking for a financial advisor!

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Jacques Cockeram 5 months ago

Josh have been very helpful throughout the process and I will definitely recommend them.

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John Knox 5 months ago

Great catch up with Hayden, he really digs in to what our financial aims are and pivots as required to supports our aims, top man!

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Joe Mckinnon 6 months ago

I’ve signed up with My Wealth Solutions after getting a recommendation from Smartline Loans. MWS has been very good in handling my requests and helping position my investments to generate a good return, in these tough times. They look at the whole picture, your dreams, your goals and help you define a solution that works for your needs.

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Amanda Wallas 6 months ago

Another very helpful and confidence -boosting meeting with Cory, as always, yesterday. He is a great listener, he is extremely knowledgeable and has many solutions, all of which he explains with clarity and in simple terms for me. I am very happy with the service and recommend him without reservation.

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N Fern 6 months ago

Josh Bareham and team have been great to deal with. We’ve been with MyWealth for 4yrs now and have been happy with their service, advice and communication from the entire team. Happy to recommend them as your trusted financial advisor

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Bree Woods 6 months ago

Highly recommend Izzy for his no nonsense approach.

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Mick Murphy 6 months ago

My wealth solutions have been fantastic… Thanks again to Josh and team, always informative and comfortable to talk to. Great communicators, professional & we are so glad we reached out a few years ago … they really have taken the stress out of financial planning. M & A Murphy

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Cathleen Johnston 7 months ago

Hayden was knowledgeable in the areas I required financial advice in. He was also able to offer very practical recommendations on reaching my financial goals.

Thanks Hayden

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Wissam Karime 7 months ago

Corey is a good advisor, easy to deal with and available to answer questions.

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Jessica 7 months ago

I’ve absolutely loved my experience working with Hayden Boglary! I feel such a huge sense of relief and confidence about my finances and future planning now — especially around income protection and life insurance. Hayden explained everything so clearly and guided me through decisions I didn’t even know I needed to consider. My only regret is not starting this process sooner

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Caroline Morrissey 7 months ago

Matt from My Wealth Solutions has been wonderful and I am confident he has my best interests in mind. I am so grateful that I found this company (through a Google search!!) and I’m relieved that my superannuation is being looked after.

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Stephanie Fergusson 9 months ago

Cory and team are very professional and responsive. Highly recommend.

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Create financial security for the years ahead

Start retirement without stress

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Starting Retirement

Start Retirement with complete confidence

Your Retirement, Your Way

Why work with a retirement planner?