Managing Wealth

Bespoke advice for enduring wealth

You’ve spent years building your wealth. Now, it’s time to protect it, and ensure it continues to serve you, your family, and future generations.

At My Wealth, we provide personalised, strategic advice to help you manage your wealth with purpose and precision. Whether you’re planning for retirement, navigating an inheritance, or preparing to pass on your legacy, we’ll help you make confident decisions that preserve your wealth and secure your future.

Who we help manage wealth

High net-worth

High net-worth individuals & families

You want expert support to preserve capital, grow your wealth, and protect your legacy. We’ll help you build a multi-layered strategy across investments, super, tax and estate planning – with discreet, high-touch service.

Learn more

Business owners

You’ve built a successful business and want to ensure your personal and commercial wealth are working together. We’ll help you structure assets, plan for succession, and integrate your business exit into your retirement or wealth transfer plan.

Learn more

Inheritance or Lump-Sum Recipients

Receiving a large inheritance or windfall can be overwhelming. We’ll help you take a breath, make a plan, and ensure the money is put to use in a way that aligns with your values and long-term goals.

Learn more

High-income earners

Earning a high-income but need help translating that into true progress? We’ll help you explore investment options, structure your debt, and take advantage of strategies that turn your income into long-term wealth.

Learn more

Pre-retirees and Retirees

You want to look forward to your retirement, not spend time managing your money, or calculating your spending budget, or rebalancing your portfolio. We look after your entire financial world, optimising your wealth for a long, relaxing, and fulfilling retirement.

Learn more

How we help

High net-worth individuals & families

Learn more

Business owners

Learn more

Inheritance or Lump-Sum Recipients

Learn more

High-income earners

Learn more

Pre-retirees and Retirees

Learn more

Today’s assets. Tomorrow’s legacy.

The next chapter of your financial journey

Book a no-obligation consultation

Managing wealth isn’t just about performance. It’s about long-term structure, tax efficiency, protection and planning – all tailored to your values and life goals. We work with individuals and families who are serious about managing their wealth well, for their own benefit and that of future generations.

Our advisers work closely with you to:

Define your personal and family goals
Protect your wealth through smart structuring
Optimise tax outcomes and minimise unnecessary risk
Ensure a smooth, tax-effective transfer of assets
Build a roadmap that grows and preserves your wealth — for life and beyond

Let’s build a strategy that grows with you, with generational impact.

Tailored advice that supports your unique goals

Strategies for managing wealth

Portfolio management

We manage diversified, risk-adjusted portfolios tailored to your goals and time horizon, with detailed reporting and regular Wealth Reviews.

Wealth & debt structuring

We provide advice and support around structuring your wealth or debt to optimise your wealth creation and maintenance.

Family trusts & private advisory

We provide complete support and guidance for creating family trust structures and wealth distribution, tailored to your needs.

Investment strategy

Our investment strategies bring together many different asset classes, including share portfolios, residential and commercial property, private market opportunities, ethical investing and more – all aligned to what you want to achieve.

Estate planning

We ensure your estate plan reflects your wishes and is structured to support the next generation, including testamentary trusts, powers of attorney, and coordination with legal professionals.

Tax planning & asset protection

We structure your income, assets, and investments to maximise after-tax outcomes and protect wealth from unnecessary erosion.

Superannuation & SMSF advice

We help you make the most of your super through contribution & drawdown strategies, and SMSF management.

Succession planning

We guide you through the emotional and structural elements of business or family wealth succession, with a focus on education, clarity and control.

Inheritance advice

We help you navigate the complexities of receiving or giving an inheritance, including tax implications, structure options, and family considerations.

Philanthropy & charitable giving

Want to give back in a meaningful way? We’ll help you explore options in structured giving, charitable trusts and tax-effective donations.

Portfolio management

We manage diversified, risk-adjusted portfolios tailored to your goals and time horizon, with detailed reporting and regular Wealth Reviews.

Wealth & debt structuring

We provide advice and support around structuring your wealth or debt to optimise your wealth creation and maintenance.

Family trusts & private advisory

We provide complete support and guidance for creating family trust structures and wealth distribution, tailored to your needs.

Investment strategy

Estate planning

We ensure your estate plan reflects your wishes and is structured to support the next generation, including testamentary trusts, powers of attorney, and coordination with legal professionals.

Tax planning & asset protection

We structure your income, assets, and investments to maximise after-tax outcomes and protect wealth from unnecessary erosion.

Superannuation & SMSF advice

We help you make the most of your super through contribution & drawdown strategies, and SMSF management.

Succession planning

We guide you through the emotional and structural elements of business or family wealth succession, with a focus on education, clarity and control.

Inheritance advice

We help you navigate the complexities of receiving or giving an inheritance, including tax implications, structure options, and family considerations.

Philanthropy & charitable giving

Want to give back in a meaningful way? We’ll help you explore options in structured giving, charitable trusts and tax-effective donations.

Shot of a mature couple enjoying a relaxing boat ride

Precision, strategy, and long-term vision

Everything we recommend is tailored to you: your life, your family, and what’s most important. Our personalised guidance gives you the freedom to live the life you want to enjoy. Here are some of the ways we help manage wealth.

Creating family-centric investment structures
Planning for intergenerational wealth transfer
Aligning wealth with lifestyle in retirement
Structuring super and pensions for tax-free income
Managing SMSF obligations and investment strategies
Reviewing and maintaining a secure estate plan
Eliminating debt before retirement
Reducing or adjusting personal insurance as needs change
Maximising tax efficiency through prepayment and contribution strategies
Providing ongoing support and professional reviews

Speak to an Wealth Adviser

“We wouldn’t be as far ahead of the game without the planning, advice and actual action that Ben and the team have taken with our finances.” Lance S

“Their professionalism, expertise, and spot-on advice have kept us on track with our goals and made us feel completely comfortable throughout the process.” Michael C

We’ve been featured in

Our clients give us a 9.7/10 approval rating

Dorian Williams 2 weeks 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.

…

Michaela Moss 3 weeks 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.

…

EK_PH 3 weeks 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

…

Katie D 4 weeks 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

…

Ann Hine 4 weeks 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.

…

Darcy Darwin 1 month 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.

…

Anh Tu Pham 1 month 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.

…

Lara Kimberley Sittig 1 month 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.

…

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

…

jackie dellar 2 months ago

Colby is very knowledgeable and understands individual needs

…

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

…

Andrea Franceschi 2 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!

…

Kym Kelly 2 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.

…

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

…

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!

…

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 .

…

Bart Banda 3 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.

…

Andrew 3 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.

…

steven de feudis 3 months ago

Very informative and walk you through each step. Highly recommend

…

Hannah McCluskie 3 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.

…

Nadine Shome 4 months ago

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

…

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.

…

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.

…

Jess Stevenson 4 months ago

Great service & attention to detail.

…

Michelle Gray 4 months ago

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

…

tim markovic 4 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.

…

Wendy Chetham 4 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.

…

Darron Haworth 4 months ago

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

…

Phoenix Project 4 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.

…

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!

…

Jacques Cockeram 5 months ago

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

…

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!

…

Joe Mckinnon 5 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.

…

Amanda Wallas 5 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.

…

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

…

Bree Woods 6 months ago

Highly recommend Izzy for his no nonsense approach.

…

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

…

Cathleen Johnston 6 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

…

Wissam Karime 6 months ago

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

…

Jessica 6 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

…

Caroline Morrissey 6 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.

…

Stephanie Fergusson 8 months ago

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

…

Anthony Corsaro 10 months ago

Izzy Tittor is an outstanding financial advisor who goes above and beyond for his clients. His professionalism, expertise and genuine care make him a stand out in the industry. What truly sets Izzy apart is his deep compassion and dedication working with Veterans. He understands the unique financial challenges we face and works tirelessly to provide personalised solutions that secure our future.
His ability to simplify complex financial matters makes the entire process stress free and empowering.
I highly recommend Izzy and My Wealth Solutions to anyone seeking expert, compassionate financial advise.

…

Penelope Pearce 10 months ago

Making financial decisions can be very daunting for most people, particularly at retirement age with little or no knowledge of financial markets and services, however when we met with Matt Leech from My Wealth Solutions all our prayers were answered! Matt listened and provided reassurance and advice that totally outweighed anyone else we had spoken to. The decision to have Matt and MWS on our side has been a great one and we look forward to a very prosperous future. I would also like to give recognition and thanks to Emily Atherton who is our Client Services Officer. Emily handles everything in a very professional and timely manner and never misses a beat. Thank you to both Matt and Emily 😊

…

Anita Ghazi 1 year ago

Matt Leech is an authentic, brilliant and attentive financial advisor.
Matt’s commitment to assist me with my financial goals and his dedication to making informed decisions have truly impressed me.
Thank you Matt.

…

Betterlife Support 1 year ago

Helpful, responsive, and really understand my needs. I am far from an investment nerd, and these guys are always on hand to talk through things!

…

Peter Jury 1 year ago

I had a meeting today with Matt Leech who would have to be the financial advisor i have met .His insights empathy knowledge and warmth all Highlights I would not hesitate recommending Matt to anyone in my circle that needs financial advisor

…

Alyse Lucey 1 year ago

Our initial meeting with Matt was beyond expectations. We had a lot of questions and options up in the air and Matt went through our situation and presented a plan with so much clarity that we left feeling excited about the potential in our future for both our personal and business situations. Matt was so easy to talk to and provided advice that gave us a lot of confidence. Leaving with some things to think about and set up has started us on a new path and we look forward to the continued relationship with Matt. Thank you!

…

Roger Muntadas 2 year ago

Professional, easy going and he give you advice based on your profile. Definitely I will recommend him

…

M C 2 year ago

My partner and I were looking for advice to structure our finances to build our lives together, and engaging Matt and the team has been a pleasure so far. Matt is a great listener and all aspects of our needs, goals and wants were taken into account in the plan he has created for us. The entire process is seamless and easy with a lot of background administrative tasks being taken care of by him and his team on our behalf.
After going through the process ourselves, I’m now also recommending my parents as the professional advice and care that we have received is unmatched and I would love the same for them.

…

Life’s events

Life happens, we’ll tackle the financial stuff for you.

Life can often throw unexpected financial challenges your way. We help you tackle life’s big events with confidence and clarity, by taking care of your financial world. Here are some events that we’ve helped guide our clients through.

Growing your family Growing your family means that your life is changing, so we make sure that your financial plan reflects that as we help create a path to your family’s financial security.

Gaining sudden wealth Our team works with you to ensure that your sudden wealth is being used in the right way to help you secure a brighter financial future.

Injury or illness Experiencing a personal injury or illness can make it feel like your world is ending, but we can help you navigate through to achieving financial security.

Post-divorce or separation Going through a separation or divorce can be financially devastating. We can help you solve these challenges and move forward confidently.

Need guidance on something else?

Book without obligation

Ready to protect your legacy?

Speak to a wealth adviser today

Search My Wealth Solutions

Managing Wealth

Bespoke advice for enduring wealth

Who we help manage wealth

High net-worth individuals & families

Business owners

Inheritance or Lump-Sum Recipients

High-income earners

Pre-retirees and Retirees

High net-worth individuals & families

Business owners

Inheritance or Lump-Sum Recipients

High-income earners

Pre-retirees and Retirees

Today’s assets. Tomorrow’s legacy.

The next chapter of your financial journey

Tailored advice that supports your unique goals

Precision, strategy, and long-term vision

We’ve been featured in

Suggested reading for managing wealth

6 Steps to Financially Plan for Divorce

Top 10 Ways to Grow Your Wealth (no matter what the economy is doing)

How to Pay Off Debt Fast [Step-by-Step Guide]

Our clients give us a 9.7/10 approval rating

Life’s events

Life happens, we’ll tackle the financial stuff for you.

Book without obligation

Ready to protect your legacy?

Get expert insights direct to your inbox, spam free.