Our Financial Planning Services

Your journey to financial security and peace-of-mind starts with our expert services.
Financial Advice & Planning

We offer tailored financial planning and advice that takes in every aspect of your financial situation. Clear, achievable and honest is just the baseline for us.

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Retirement Planning

We create dream retirements for everyday families. But first we make sure that your finances are on track and create the plan that is going to help you get there.

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Investment Advice

When it comes to investment advice, shares and property are the two most popular options. We help you figure out which investment option is right for you and your circumstances.

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Property Investment Advice

Investment properties are a fundamental part of a successful financial future. We make sure that you have all the information you need to purchase the right investment property for you.

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Budgeting & Cash Flow Help

Sorting out your cash flow and designing an achievable budget is the first step in creating your financial future. We help make sure that your budget is realistic and keep you on track to meet your financial goals.

I NEED BUDGETING HELP
Superannuation Advice & Strategy

We make sure that you have a thorough understanding of what super is and how it can help you meet your financial goals. We also make sure that all your super is in one high performing fund in line with your long-term financial goals.

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Home Loan Structuring & Advice

Whether you’re looking to buy a home for your family or want to improve on your existing loan, we help take the stress out of choosing which loan is best for you. We provide loan advice based on your personal situation, not what suits the bank.

I WANT HOME LOAN ADVICE
Personal Insurance Advice & Strategy

We offer the peace-of-mind that comes from knowing you’re protected financially if the worst happens. We ensure that your plan is cost-effective and tailored to your personal circumstances.

MORE ON INSURANCE ADVICE
Share Investment Advice

Investing in shares doesn’t have to be as impossible as you may think. We help you understand how shares form a key part of any wealth creation strategy. We’ll also be here to help guide you through every step of the process.

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Investment Loan Advice

The journey to finding your ideal investment option starts with choosing the right investment loan for your unique financial circumstances. We help you navigate every stage on your investment journey with the confidence only professional guidance can

I NEED INVESTMENT LOAN ADVICE
Wealth Management

We know you’ve worked hard to grow your wealth. That’s why we’re dedicated to working even harder in ensuring that your wealth is being managed in a way that helps secure your financial future. Get wealth management advice as unique as you are.

I WANT HELP MANAGING MY WEALTH
Wealth Creation

The strategies used to help you create and grow your wealth are as varied as your financial circumstances, goals and wants. That’s why we tailor our wealth creation service to you and your unique financial needs.

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SMSF Advice

Want more control over your super than a traditional fund can provide? Our team of financial advisors can help you decide whether an SMSF is the right option for you and your unique financial goals.

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SMSF Property Advice

Learn everything you need to know about how using your SMSF to invest in property can help you create your dream financial future.

I WANT SMSF PROPERTY ADVICE

Additional Services

We’re here to help you tackle these additional aspects of your financial world with ease.
Accounting Services

Our team of expert accountants have experience in both personal and small business accounting. We create the right tax strategy for your needs and help with business set-up and structuring.

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Mortgage Broking

Looking to buy your first home or an investment property? Our mortgage brokers do the hard part for you by researching and negotiating the best loan for your personal circumstance.

MORTGAGE HELP
Tax Advice & Structuring

We make sure that you’re getting the most out of tax time by ensuring you’re claiming all the tax deductions you’re entitled to. We also create tax strategies that minimise your obligations where possible.

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Estate Planning

We know that looking after your family comes first, which is why we help you make clear plans when it comes to your estate. We ensure that you have a thorough will and organise your legacy.

PLAN MY ESTATE
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

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

MWS have been great, they got our super sorted out and made sure our insurances are in tip-top shape if anything were to happen. I highly recommend their services to anyone who hasn’t put any time or thought into their financial strategy for the short and long term.

Dan S.
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.
CLIENT TESTIMONIAL

We’ve had a plan drawn up and explained by Ben Budge. So pleasantly surprised to deal with people who have your best interest at heart, and we now have a clear plan to work towards. Concerns are addressed promptly and without fuss.

Debra C.
CLIENT TESTIMONIAL

My Wealth Solutions are the first financial advisers I have found that consider your entire financial position. They are not focused on one product or investment type, rather they are focused on finding the right financial solution for your current situation. I am looking forward to working with Ben and his team over the coming years.

James C.
CLIENT TESTIMONIAL

Guy was thorough and made clear points in what he would like to do. He left me feeling confident in my own financial position and where I will be heading. He made sure that I know how approachable he is to help with any financial questions. My Wealth Solutions truly offer a full service.

Max H.
CLIENT TESTIMONIAL

The team at My Wealth Solutions have been very professional and knowledgeable and offer a great service for anyone wanting to better manage their financial future.

Brendan I.
award winning and highly recommended

Let’s create the future you’re hoping for

We believe in getting to know our clients first, so we can help make their financial ambitions a reality