Melbourne Financial Advisors

Your team of expert financial advisors providing practical financial advice tailored to you.

Turn your financial goals into reality with a tailored financial roadmap from our Melbourne financial advisors.

Financial planning can often be an intimidating prospect for many people. A time-consuming activity, it can feel difficult to find time to put in enough work to reap significant rewards. With the right financial planning team, however, all of that changes. Our Melbourne Financial Advisors provide the expertise, the clarity, and the support you need to move forward confidently with a solid financial plan.

From young families purchasing their first home, to business owners and high-net worth individuals, all the way to retirees, our Melbourne financial advisers can assist you in creating wealth and managing your financial opportunities.

Our Melbourne financial advisor team will create a financial roadmap to get you where you want to go. 

Our financial advice is backed by years of experience helping everyday families transform their financial future. And we believe in doing it with complete clarity and transparency – you don’t have to worry about industry jargon or hidden fees. We make reliable and effective financial planning accessible.

How do Melbourne financial services work?
Financial planning services are a long term strategy designed to help you achieve financial independence and stability while also living the lifestyle that you dream of.  Financial advice is a great tool for everyone, no matter your level of wealth, and can assist with short term and long term wealth accumulation as well as budgeting, investing and retirement planning.  We work to help you achieve your financial goals and plan for the future.

How My Wealth Solutions Can Help You

The team at My Wealth Solutions specialise in financial planning services and wealth management. We are experts in the industry and can assist you in achieving your financial goals, no matter what they are. Some of the top benefits of partnering with My Wealth Solutions are:
Achieving Your Dream Retirement

Planning for retirement might not seem like a priority, but it should be. Our Melbourne financial advisor experts can assist you with everything from estate planning and superannuation to budgeting and cash flow so that you can have your dream retire

A Wealth Management Plan That Works

Our Wealth Management specialists work to grow and manage your wealth with smart tax planning, superannuation or SMSF strategies, property and commercial advice, and our investment portfolio expertise.

A Diverse Investment Strategy

Knowing when and where to invest your money is key to a successful portfolio. Our team of Melbourne financial advisers will create an investment strategy for you that will help you grow your portfolio and maximise your returns.

Property Investment Advice

Our Melbourne Financial Advisors are specialists in property investment. We provide comprehensive and tailored property advice as a key part of a holistic wealth-creation strategy.

award winning and highly recommended
Logos-2018 Trusted Advisors
My Wealth Solutions Practice of the Year
My Wealth Solutions Practice of the Year
Guy Freeman GPS Wealth Award
My Wealth Solutions Practice of the Year
Nikki Booth Young Gun Award
Ben Budge Advisor of the Year
Advisor of the Year Ben Budge
GPS Wealth
AFA Logo
tax practitioners logo
CLIENT TESTIMONIAL

I was referred to My Wealth Solutions during an informal conversation with an acquaintance about consolidating superannuation accounts and financial advice in general. After some research, my wife and I decided to contact My Wealth Solutions and signed up. Following a number of friendly, focussed and professional conversations with Nikki about financial goals and priorities, My Wealth Solutions presented us with a well-researched and comprehensive report that detailed a number of options that we could consider. My wife and I have since decided which options and financial goals to pursue, and have been impressed with the prompt, courteous and professional service provided by Nikki and her team.

Joerns
CLIENT TESTIMONIAL

Fabulous team. Incredible personalised service. I have been with MWS for a number of years now and recommend to everyone! 5 stars.

Jessica J
CLIENT TESTIMONIAL
Nikki and the team at My Wealth Solutions have been extremely helpful in building a savings strategy for my wife and I, as well as tuning our superannuation and life insurance to make the most of our money and get the best coverage for us. Nikki explains everything in a clear and easy to follow way, and we didn’t feel at any point that we were being lost in the jargon or terminology. My wife and I are very happy with the service that we are being provided, we are glad that My Wealth Solutions are helping us reach our savings goals, and we would definitely recommend them for any financial planning or advice.
Tony B
CLIENT TESTIMONIAL

I believe whole heartedly everyone needs to take their wealth and future in their own hands and not just rely on their industry super fund. Financial industry professionals like Ben are key in helping us all achieve the goals we need looking beyond retirement. We were grossly under insured and had a poor idea about what insurance could really do for us as a family. He was so friendly and very approachable…Big tick from us!

Kristy R
CLIENT TESTIMONIAL

We have found the team at My Wealth Solutions to be professional and extremely knowledgeable within their field. Ben has taught us so much about how to better our financial situation. Dallas and I highly recommend Ben and the team to anybody wanting to take their finances to the next level.

Renee W
CLIENT TESTIMONIAL

Excellent service, very professional and great attention to detail. Highly recommend Ben and the team at My Wealth Solutions to take care of any of your financial needs.

Ilija S
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

We had an outstanding experience in dealing with My Wealth. They have set us up for the future and educated us all things finance. Couldn’t recommend more.

Danny K

Is Financial Advice Right For You?

As your expert financial partners, we’re here to ensure that you have all the tools and knowledge you need to make smart financial decisions – both now and into the future.

With the My Wealth Solutions team by your side, you’ll have access to financial advice and guidance that is informed by years of experience helping those just like you achieve financial security and success.

Our Melbourne financial planner services can assist you with a comprehensive financial plan that will provide you with many benefits, including:

In fact, your financial advisor can help you:

  • Gain a comprehensive understanding of your complete financial situation
  • Define crystal-clear goals for where you’d like to be in the future
  • Create and grow your wealth in a way that suits your unique financial situation and risk profile
  • Plan a practical way to bridge the gap between where you are now and where you’d like to be
  • Create an investment strategy tailored to your unique financial needs and goals
  • Sort your super and design a retirement plan that’ll ensure you’re on track to achieve your dream retirement
  • Work with you to create a path towards buying your first home or investment property

And that’s just the beginning.

At My Wealth Solutions, we believe that your dedicated Melbourne financial advisor will be your financial partner for life, providing financial support and guidance whenever and wherever you need it.

So you can rest easy knowing that your financial world is taken care of.

How Can We Help You?

Get in touch with our Financial Advisors today to claim your free first consultation! We provide online Financial Advice Australia-wide, and we currently have offices in Sydney and Brisbane.  For those located in Melbourne, we currently offer your Discovery consultation online.

  • This field is for validation purposes and should be left unchanged.

Learn More About Financial Advice & Planning

  • What are your financial planning fees?

    At My Wealth Solutions, we believe that everyone deserves to be able to have access to financial advice and planning, regardless of the number beside your income.

    Our aim is to make sure you understand the finer details of your assets and personal wealth and how both can be managed to create a bright financial future.

    So our first consultation is on us.  During your first session, your Perth 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 financial plan tailored to your unique needs and wants, as well as a pricing structure 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

  • Why Choose My Wealth Solutions?

    We can help with your financial challenges or a significant life event. But we offer much more than that.

    We’re your trusted planner who can create a financial roadmap to get you where you want to go. 

    We always tailor our financial plans to you and your needs, wants and situations, which means you never have to worry about whether your money is being put to the best use. We bank on the peace of mind we provide our clients.

    You can Google how to build a house, but unless you’re a builder you’re probably going to end up seeking outside guidance. Why? Because it’s the only way to know that it’s being done properly and will continue to support you for years to come.

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

  • How is My Wealth Solutions' investment strategy different?

    My Wealth Solutions provides comprehensive and strategic investment 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 Brisbane 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 to long-term investments that will deliver good returns to investors. This makes timing of the markets unnecessary.

Ready to turn your dreams into reality?

Designing a practical path to achieving your financial goals and securing your financial future is simple with the right guidance.

All you have to do is let us know how we can help.