Financial Advisor Brisbane
Brisbane Financial Advisors for Every Life Stage
My Wealth Solutions is Brisbane’s award-winning financial planning firm, headquartered in Newstead and helping Brisbane clients build, protect, and manage their wealth for over 14 years. Our financial advisors take a genuinely holistic approach, looking at your super, investments, insurance, property, debt, and cash flow together rather than in isolation. Whether you’re starting out, scaling up, or managing established wealth, we build a financial roadmap tailored to your goals, and stay with you as they change.
Brisbane Financial Advisors With Real Local Knowledge
There’s a difference between a financial adviser who happens to be based in Brisbane and one who genuinely knows this city: its property market, its economy, and the way Brisbane clients think about money and the future.
My Wealth Solutions was founded here. For over 14 years we’ve worked with Brisbane clients at every stage: young professionals in New Farm and Fortitude Valley, families in the southside, high-income earners in the CBD, and pre-retirees in Ashgrove and Clayfield. We know this city, and that shapes the advice we give.
We understand the Brisbane property market: what investment property in SEQ looks like right now, how debt recycling works in the context of a growing Brisbane portfolio, and the particular pressures and opportunities that come with building wealth in this city at this moment. That local knowledge shapes the advice we give.
We’re also recognised for it. Our Brisbane team has won multiple awards including GPS Wealth Practice of the Year, IFA Excellence Awards, and recognition in the AFR Fast 100. These awards reflect advice outcomes, not marketing. Our 4.9 Google rating across 300+ reviews reflects what our Brisbane clients say when they’re asked.
What sets us apart most, though, is our approach: genuinely holistic. We don’t look at your superannuation without considering your investment strategy. We don’t advise on your property without looking at how it connects to your tax position and your retirement timeline. Everything is considered together, because that’s where the real value sits.
Meet Your Brisbane Financial Advice Team
Our Brisbane team brings together advisers with deep experience across financial planning, wealth management, superannuation, property investment, tax strategy, insurance, and business advisory. Every plan they build is delivered through the CAREphilosophy® — our proprietary investment framework designed to manage both portfolio risk and investor behaviour over the long term. Read more about our investment philosophy →
How We Work With You
Most people who walk through our Newstead office door come with one of a few things on their mind: a property they want to buy, a retirement timeline they're not sure they're on track for, a super fund they've never properly looked at, or simply a feeling that their money should be working harder than it is. Whatever brings you in, the process is the same.
1
Book a free discovery session Your first step is a complimentary 90-minute meeting at our Newstead office, or online if that suits you better. One of our Brisbane advisers will spend that time understanding your full financial picture: where you are now, what you want your future to look like, and the gap between the two. You'll leave with a clear sense of what we'd recommend and exactly what it would cost. After-hours appointments are available for those who need them.
2
We build your plan Once you choose to move forward, your Brisbane adviser and their support team do the research, run the numbers, and put together a full financial plan tailored to your situation. Every plan is peer-reviewed by two advisers before we present it to you, no single set of eyes, no shortcuts.
3
You meet your full team When your plan is approved, you're introduced to everyone looking after you: your Financial Adviser, your Implementation Officer, and your Review Officer. Together they execute your plan and keep it running.
4
We stay in touch — for the long term Brisbane is a city that moves fast: property values shift, interest rates change, tax rules evolve. We review your plan with you at least once a year, and your adviser is available whenever something comes up in between. Our 95% client retention rate reflects what that long-term relationship looks like in practice.
Find Our Brisbane Office
Where are we?
Brisbane (Head Office) is located at 1/18 Masters Street, Newstead QLD 4006
Contact us
Call our office on 07 3852 4114.
Opening hours
Our Brisbane office opening hours are 8am to 5pm, Monday to Friday. You’ll need to make an appointment to see an adviser, and we also offer after-hours appointments for those who need them.
Accessibility
Our Brisbane office is accessible for those in wheelchairs or with other accessibility needs, including a lift and accessible toilet.
Available parking
Our office has onsite parking for our clients. Located on the right hand side of the entrance to our office, they are marked with “MWS Parking Only”. There are 3 parking spaces here, and in the event they are full when you arrive, street parking is often readily available on Masters Street or in the Gasworks carpark close by.
Financial Planning Services for Brisbane Clients
Our Brisbane financial advisers provide advice across the full range of financial services. We don’t look at any area in isolation, because your financial life doesn’t work that way.
The foundation of everything we do. We look at your complete financial picture before making a single recommendation.
Investment strategies, debt recycling, and wealth-building plans designed for your risk profile and timeline.
Ongoing portfolio management and strategy for clients with established wealth.
Super fund selection, contribution strategies, and integration with your long-term financial plan.
Assessment, setup strategy, and ongoing guidance for self-managed super funds.
Transition to retirement, income planning, and making sure your retirement is properly funded.
Strategic guidance on property as part of your investment portfolio, including loan structuring.
Year-round tax planning, EOFY strategies, and structuring for high-income earners and investors.
Practical cash flow management for families and individuals who want to take control of their finances.
Life, TPD, income protection, and trauma cover, led by Chloe Foster with 20+ years’ risk expertise.
Specialist business advisory, Virtual CFO, and complex accounting.
Who We Work With in Brisbane
We work with Brisbane clients across every stage of life and every level of wealth.
Young professionals Starting their wealth journey, getting on top of super, buying their first home, or simply wanting to stop winging it with their finances. Read more
Everyday families Managing mortgages, school fees, dual incomes, and the complexity that comes with a growing household. Read more
High-income earners Often well-paid but under-structured. Tax planning, debt recycling, and investment strategy tend to be the priority. Read more
Pre-retirees and retirees Making sure super, investment income, and Centrelink are all working together for the retirement they’ve worked towards. Read more
Business owners Particularly those who need personal financial planning and specialist business advisory support under one roof. Read more
Trades and FIFO workers Often well-paid but underinsured and under-advised. Insurance, super, and income protection are typically where we start. Read more
Frequently Asked Questions
At My Wealth Solutions, we operate fee-for-service, you pay for the advice and services that are actively in place, with no commissions on superannuation or investments. Our fees typically include a Commitment Fee (from $354) to develop your initial strategy, an Implementation Fee (from $2,800) to set up your accounts and investments, and an Ongoing Service Fee (from $250 per month) for reviews, monitoring, and ongoing support. Some fees may be tax-deductible, and some can be paid from superannuation. Your first consultation is free.
Any financial adviser in Australia must be registered on ASIC’s Financial Advisers Register. You can search by name at moneysmart.gov.au. My Wealth Solutions operates as a Corporate Authorised Representative (CAR 414145) of GPS Wealth Ltd (AFSL 254544), both publicly verifiable. Beyond licensing, look at Google reviews, check whether fees are disclosed clearly before you sign anything, and notice whether the adviser asks more questions about your situation than they make statements about products.
Having super doesn’t mean your finances are sorted, it just means you have a starting point. Most Australians have super but haven’t considered whether they’re in the right fund, whether their contributions are structured effectively, or how their super fits into a broader retirement plan. A financial adviser looks at what you have and what you need, then builds a strategy that makes it work harder.
How much money should you have before seeing a financial planner?
Life rarely follows the trajectory you mapped out at your first meeting, and it doesn’t need to. When something changes (new job, growing family, property purchase, redundancy, separation), you contact your adviser, we review what’s affected, and we update your strategy. That’s included in your ongoing service, not charged separately. It’s why 95% of our Brisbane clients stay with us long term.
