We are a ‘Fee-for-service’ structure advisor, so you only pay for the services that are in place and are actively adding value to your situation.

Your first consultation is on us! During your first session, your Melbourne financial advisor will get to know you and your financial situation better and understand your short, medium and long-term financial goals. From here, we can create a financial plan tailored to your unique needs.

Once the plan is created, the financial advisor will let you know our pricing structure which is based only on the services we provide in your custom plan. This means you only pay for the services your receive.

My Wealth Solutions is here to help, every step of the way.

Find out more about our fee structure

At My Wealth Solutions, we always tailor your financial plans to match your goals.

We offer a full suite of services and the expertise to bring them all together into a holistic plan for our clients. We don’t simply consider two or three elements of your financial life, instead, we take into account every element, as well as your personal and family goals. We understand how much the areas of life that aren’t directly money-related are still interwoven into your lifestyle goals and ambitions.

Our advisors come from different backgrounds and are experts in planning for everyday families, young professionals and high-net-worth individuals. Our advisors have a broad range of specialties, so we have the skills and experience for your unique financial situation.

We’re an advisory that believes in integrity and transparency, and we work to a comprehensive and regulated ethical standard, so you can feel confident your finances are in safe hands.

Your financial success works the same. Talk to one of our advisors today. 

Our investment advisors provide comprehensive and strategic investing advice.

Our investment strategies are delivered according to our C.A.R.E. process, which includes:

• Core Investments (40%-100% portfolio depending on risk profile)
• Active Investment (0%-20% portfolio depending on risk profile)
• Reserves (Retirees 4 years’ worth of spending/Working Income Protection and Emergency Fund)
• Enhanced Returns (0% – 35% depending on risk profile)

Your My Wealth Solutions Melbourne financial advisor can provide you with more details about our C.A.R.E. Investment process. This is generally how we believe investing should be done, though of course this may be affected by your personal circumstances or risk profile:

Over the long-term, shares will generally perform better than any other passive investment.

The trade-off is that shares will fluctuate in value. This is perfectly normal and if you own shares they will go down in value from time to time. However, when held for the long term and appropriately diversified, shares will deliver outstanding returns.

Timing of the share market is largely a futile exercise.  No one can predict the short-term movements of the share market, although many do try.  Our advice is never speculative, instead, we work on long-term investments that will deliver good returns to investors. This makes the timing of the markets unnecessary.