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Mums On A Budget

Preferred Financial Advice Partners

We Create Financial Clarity & Choice

Providing expert financial guidance to Mums on a Budget members

 

Many Australian families need expert financial advice, but don’t know where to start, or where to find the right advice. That’s why we make our advice accessible to people at most stages of their financial journey – from starting out, all the way through to retirement.

We have a holistic approach, so many of our services may not be offered in isolation. Our 90 minute strategy session is completely free of cost or obligation, and will enable you to get a firm foundation in where you are now, and how you can get started.

Our holistic approach will:

  • Help you use your income and savings most effectively towards your long and short-term goals
  • Develop a roadmap to achieve your financial goals
  • Build a savings and investment plan that is tailored to your needs
  • Create strategies for your children’s education and expenses
  • Grow your wealth and help you create a legacy
  • Manage cashflow and balance priorities
  • Build-in a plan for your dream retirement 

Our goal is to help you gain financial security and peace of mind so that you can focus on what matters most – your family.

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Let's turn your goals into reality

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Hi, I'm Guy, Managing Director of My Wealth Solutions.

Request your no-obligation Discovery session with our experienced financial advisors, and find out what's possible! Online or in-office appointments available.

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What our clients say

The financial challenges and responsibilities of raising a family can feel overwhelming. Our team of financial advisors are experienced at helping families. Our clients include single mothers, families saving to send their kids to private school, families looking for their first home, and families dealing with the challenges of budgeting and maternity leave.

How Our Financial Planning Process Works

We're here to guide you through every step of the process!
Step 1

Your Enquiry

First, we would like to learn more about your financial situation and goals.

Simply tell us a little bit about your situation, your goals, and anything else you feel comfortable sharing. The more information you give us, the better we can help you reach your financial dreams.

For example, are you saving for a home upgrade, your child’s college funds, or looking to pay off your debt? This information will be invaluable for our financial advisor to tailor an initial meeting specifically to your needs.

Once we have a better understanding of your unique requirements, we’ll schedule a brief call to discuss your options further.

Enquire Now

Step 2

First Conversation

Following your inquiry, one of our financial advisors will reach out to you to introduce themselves and to learn more about you.

If we believe that our services align with your needs, we’ll arrange a face-to-face (or online) meeting. 

We will ask you to fill in a brief overview of your current financial situation, such as your income, superannuation, assets (regardless of size), and most importantly, your objectives.

With this information in hand, we’ll start our assessment to draft a plan on what tools and investment strategies will work best.

Step 3

First Meet

Whether in person or online, this marks the beginning of your financial planning journey. 

You’ll meet with our financial advisor, who will tailor suggestions according to your unique situation, aligning them with your family’s financial future.

These moments are where we delve into details, spotlighting strategies and options to integrate into your overall financial plan, ensuring it aligns with your goals. This phase is tailored to the journey of motherhood, providing you with valuable insights to confidently transition to the next stage.

For this First Meet, we require the attendance of both partners in each couple.

During this complimentary consultation, you have the freedom to decide whether to proceed immediately or take some time to consider. It’s all in your hands.

Step 4

Develop Your Plan

If you decide to move forward, we will refine your financial plan according to the first meeting.

Drawing on our years of experience and financial expertise, we’ll research various investment options and legal strategies to create a secure and profitable plan.

This typically takes three weeks. We want to ensure every detail aligns with your financial goals, so we allow extra time for thoroughness.

This timeframe gives us room to address concerns or make improvements before presenting the plan to you. It also allows for follow-up on any additional details needed.

Step 5

Present Your Plan

Once the plan is ready, we will arrange a meeting to present the plan to you. It’s a really exciting moment where we bring everything together and lay out a roadmap just for you.

To make the most of this meeting, we encourage both partners in each couple to attend.

During the presentation, your financial advisor will explain each component of the plan clearly and concisely, using language that you can easily understand. They will simplify complex financial concepts to ensure transparency and comprehension.

This is also your time to ask questions, share any thoughts you have, and provide feedback. Your input is incredibly valuable, and we’re here to listen and make any adjustments necessary.

Step 6

Plan To Action

If you’re ready to go ahead with our plan, we’ll start the process of putting it into action. This takes some time to get everything set up.

There’s some paperwork involved to make sure everything is legal and correct. This usually takes about 1 to 2 months before your plan is fully up and running.

With a financial plan from My Wealth Solutions, you can trust that we’ve taken all necessary steps to minimise risks. As your portfolio grows, we’ll keep you updated on any changes or opportunities that we think would benefit your finances.

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CLIENT TESTIMONIAL

…Right off the bat Daniel Judge seemed very genuine and passionate about what he does.  He took an interest in my life, history and where I want to be in 10 to 15 years in the future.  He explained (my) options, but he kept me in control, which made me feel safe and reassured that I was doing the right thing for my family.  We signed up with Daniel and we have no regrets.  We have eyes on our investment, our fortnightly contributions are easily managed and they keep in regular contact.  We would highly recommend Daniel Judge as a financial planner to help you reach financial independence…

Todd P, CAO
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

Robert Creaton and his skilful team helped me and my wife through the process of financial planning by guiding us to take the right steps. I would recommend Robert and My Wealth Solutions to anyone who wants to secure their future without any stress.

Amit M.
CLIENT TESTIMONIAL

My wife and I decided to make some changes to the way we were managing our finances and planning for our future financial security. Through the process of re-financing for the construction of our new family home,…from the very first meeting we had with Ben, we were comfortable and at the same time excited about…to our financial planning and future position.

Andrew H.
CLIENT TESTIMONIAL

Guy…was also the most helpful and friendly of all the advisors. The quick responses and helpful, friendly advise has been a mainstay of our dealings with Guy and MWS. We have been very satisfied with the financial advice given. They helped us to consider matters like income protection, super funds and life insurance that we had very little knowledge about. Guy has also been able to give us a focus for our savings and investments going forward into the future.

Brendan N.
CLIENT TESTIMONIAL

We have been seeing Guy at MWS for a few years now, and his advice has been invaluable. We are a young family trying to make the best of what we have, and Guy really puts it all into perspective, so it isn’t overwhelming. Whenever we meet with him, I always walk away feeling so motivated that we are making good choices for the future…We’ll be long-term clients and I wouldn’t hesitate recommending him to others.

Louan W.
CLIENT TESTIMONIAL

My husband and I have been very impressed with MWS. They have a great team of people working with us as well as a fantastic network of local services they know well and trust. Very high value for us.

Amber R.
CLIENT TESTIMONIAL

…They have provided my partner and I peace of mind that our future is more secure especially with a baby on the way. Our super is working for us rather than the big companies…and they have put a smart financial strategy in place that meets our life goals. I have recommended MWS to many of my friends and will to anyone new as I am confident that they conduct themselves in the best interest of their clients.

Katrina M.
award winning and highly recommended