Discovery Appointment FAQs

To secure your financial future it requires a team of experienced professionals working together.

Frequently Asked Questions

We often get asked these questions when it comes to our discovery appointment.
  • What do I need to bring?

    Nothing.

    We have everything required in our office. Just make sure you’ve completed and returned the Client Data Snapshot prior to the meeting.

  • How long will the meeting take?

    These meetings take at least an hour. The length of the meeting can depend on your situation and the complexities of the strategies involved.

  • How much will it cost?

    The cost is on us for the first meeting, that way we can ensure we are the right people to help your situation.

  • Do we need to make a decision?

    If, after your financial advisor has detailed how My Wealth Solutions can help your financial future you decide that you wouldn’t like to proceed then that is okay. The first meeting is completely obligation free.

  • How much financial knowledge do I need?

    No financial knowledge is needed. Our Financial Advisors pride themselves on their ability to speak in a simplified manner to ensure that you understand. An added bonus is that you’re also learning what is happening in your financial world from a different perspective.

  • Do you have parking?

    We have a car park marked ‘MWS Parking Only’ out the front of the building for those that are driving in.

  • What will I get out of the meeting?

    What you’ll get out of the meeting will depend on your individual circumstances but it can include the following:

    • A clear picture of your current financial situation
    • Answers to your concerns and questions
    • A holistic approach to your financial plan and your financial future
    • Guidance and support for designing and setting your financial goals and objectives
    • An outline of the strategies discussed to create your clear financial roadmap for you to take away
  • What if My Wealth Solutions can’t help me?

    We will never take on a client who we believe we can’t help. If, after the first meeting you believe we’re of no help to your financial situation we will do our best to refer you to someone that can help.

CLIENT TESTIMONIAL

I contacted Ben Budge to provide a holistic review of our financial position, including investments, superannuation and retirement planning. Ben provided a summary of our financial goals, along with how our strategies aligned with those objectives…which was great for motivating us to make some changes…I would consider Ben to be very professional and friendly, and I’d recommend him to anyone seeking to secure their financial and retirement planning.

Ian J.
CLIENT TESTIMONIAL

Joining My Wealth Solutions was one of the best decisions I’ve made – they have a great team there and communication is fantastic. Ben walked me through the whole process and I knew I was in safe hands with the transparent explanations of all aspect’s of what I could expect. I can’t recommend them highly enough and am excited about what’s to come.

June J.
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

So far my experience with Ben and the team at My Wealth Solutions has been exemplary. They have offered fantastic, reliable and prompt advice and their knowledge far outweighs the cost of service. I would recommend this route to anyone seeking financial advice. Looking forward to my future even more so thanks to My Wealth Solutions.

Adrian L.
CLIENT TESTIMONIAL

We have been extremely happy with the service and advice that we have received from Ben and all of the staff at My Wealth Solutions. Ben and his staff are always very friendly, helpful and take the time to discuss any questions that we have had along our financial advice journey to date with them. We would have no hesitation in recommending the services of My Wealth Solutions.

Susan K.
CLIENT TESTIMONIAL

The team are extremely professional and helpful. Ben has taught me so much already and now I feel like real wealth creation is the reality of my future rather than something that I’m just hoping for. Emily has always gone over and above to make everything really easy for us as well as answering any questions we might have quickly and efficiently. I have and will continue to recommend MWS to any of my friends or family.

Francis R.
CLIENT TESTIMONIAL

My experience with My Wealth Solutions has been positive from the beginning. Ben answered my many questions and took the time to discuss any concerns in detail to clarify any grey areas. I’m very happy with MWS and look forward to a long association with them. I would recommend My Wealth Solutions to anyone looking for excellent financial advice/planning.

Margaret G.
CLIENT TESTIMONIAL

Changed to Ben and the guys at My Wealth and have found them very active in setting up my finances after years of neglect. I liked that Ben challenged our thinking, was flexible in setting up our finances, and the team were very active in setting everything up.

Steve F.
4.8 stars from 66 google reviews