Our Perth financial advisory services are designed to provide you with financial security and increase your confidence when it comes to managing your finances. Financial security will help to provide you with greater peace of mind when it comes to your finances and increase your financial freedom. To help provide long-term financial security, our Perth financial advisors can guide you on how to spend your money.

Creating a financial management plan with one of our advisors enables you to get a better understanding of your finances and how to maximise them. Creating a financial management plan is beneficial for managing your finances better and being able to work towards making big investments and saving for your future. Our financial advisors will help create your financial management plan from start to end, tailoring your plan specifically to your financial hopes and your lifestyle to make sure it works for you.

Sometimes planning for your future can seem daunting, which is why working with one of our financial advisors is a great way to make it less stressful. Working towards a retirement plan with one of our advisors includes calculating the level of income that you may need in your retirement and assessing the available income options in place for you. Feel confident about using your finances and making a retirement plan that you can rely on later in life.

Receive expert advice from our advisors about making property investments or expanding your portfolio. Prepare for your first property the right way with as much knowledge and understanding you can get about property investment. Our property investment advisory services involve assessing the most valuable ways to increase your capital growth and make a profit from significant investments.

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

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. 

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 Perth 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.