Implementation FAQs

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

Frequently Asked Questions

We often get asked questions like these when it comes to the implementation process.
  • Why do I have to do the medical questions?

    Because we recommended retail insurances customised to your situation it is a requirement that these are underwritten by the insurance providers to accurately insurer you for the sums required to support you and your family.

    They have asked me to do a blood test, is this normal?
    In some instances, the insurance provider will require you to take a blood test. A common reason for this is to confirm your pre-existing conditions.

  • What are the insurance premiums for?

    Any personal protection plan we recommend is tailored to your specific situation. It is because of this, insurance premiums may be different to an off-the-shelf retail plan and need to be underwritten. The premiums need to be paid to ensure that you are able to protect your wealth and family.

  • What happens after my medical questionnaire?

    We will review the answers, submit the application to insurance provider, await updates from insurance underwriting team.

    Once we receive these, we will be in touch with any outstanding requirements that need to be actioned.

  • How do I view all of my finances in one place?

    As a client of MWS we will immediately set you up in My Wealth Portal which will provide you one place to view all of your accounts and funds easily.

  • How do I get set up with the My Wealth Portal?

    Just contact any member of the team and will be able to organise a time to speak with your adviser to book a My Wealth Portal set up meeting either in our office or over the phone.

  • How long will it take for my new debt structure to be settled?

    It can vary depending on your circumstances and at times it can be a lengthy process. We can assure you we are actively working with our channel partners to get your structure set up in line with our recommendations.

    We will continue to keep you updated through the process as it progresses.

  • When will my existing super be in my new recommended fund?

    Generally, once your insurances are in force we will roll over your existing funds into your new fund. These will be invested in accordance with the recommendations detailed in your Statement of Advice.

  • What do I do if my situation changes?

    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.

  • Will my old super fund ask me questions about leaving (a.k.a. rolling out)?

    There is potential for your existing superannuation fund to contact you as we are implementing your financial plan. This is a last-ditch attempt from them to keep you in their existing fund. Our recommendations that you’ve agreed upon will be better for your financial future than anything they can offer.

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

Guy has been our financial advisor for almost eight years now. In that time we’ve been very happy with his service, advice and personal touch. Highly recommended!

Oliver W.
CLIENT TESTIMONIAL

My experience with Guy Freeman has been totally professional and totally satisfactory. Guy has managed my small investments but maintained at the same time a personal interest in my health and well being… I have to say that I have complete trust in Guy and am so pleased he is looking after my investments giving me a secure future.

Jennette B.
CLIENT TESTIMONIAL

I was recommended Guy Freeman’s help with planning my financial future, and am very satisfied and reassured by his input over the last couple of years. I’ve actually received more input than I thought possible…sound investments; making a will, life insurance, income protection insurance, and realistic plans for retirement… I feel ‘looked after’ by this company, and excited about my financial future.

Jack H.
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