Superannuation Advice

Super is one of the biggest investments you'll make in your lifetime. We help you do it right.

Maximise your super fund and secure a strong financial future.

It’s no secret that superannuation may be one of the biggest investments you make in your lifetime. And yet, do you really know where your super is and how it can be used to help you create your dream financial future?

Life often gets in the way of even the best laid financial plans and ensuring your super is optimised for your unique financial situation may fall to the bottom of the priority list.

After all, who wants to worry about their super when it’s a long time until you’ll be able to access it?

With a team of expert superannuation advisors in your corner, you’ll never have to worry about your super again. That’s where we come in.

As financial and wealth management experts, our team is here to provide you with superannuation advice and services that will help you to make the most of this key element of your financial plan.

Getting your super sorted doesn’t have to be overwhelming.

Our team of professional financial advisors are here to make sure that your super is structured in a way that helps you create your dream financial future.

And do you want to know the best part? All you have to do to get started is get in touch.

Let Us Know How We Can Help

Why Should I Merge My Super Funds?

If you’re anything like the average person, it’s likely you have accumulated more than one super fund in your working life.

In fact, when moving house or changing job, it’s easy to lose track of your super funds when they’re separated into more than one fund.

Combining your super funds into one fund means that you’ll never have to worry about missing out on any of the benefits an optimised super fund can give you.

Merging your super funds has a number of benefits, such as:

  • Cutting down on the fees associated with managing multiple accounts, which may greatly increase your balance over time
  • Ensuring that you have the maximum amount of investment power possible
  • Increasing your returns by utilising the power of compound interest
  • Making managing and tracking your super easier

Superannuation consolidation can be complicated if you have to navigate it on your own.

Luckily, your team of expert financial advisors are here to make the process as straightforward and stress-free as possible.

Merging your super funds into one account may mean that you have a large enough balance to establish a self-managed super fund. A self-managed super fund, also known as an SMSF, is a type of super fund that allows you greater control over what type of investment your super money is used for.

But, establishing and managing an SMSF is a difficult process, which is why your team of superannuation advisors will be able to help you determine whether an SMSF is the right option for you.

The Benefits Of Our Superannuation Process

It’s easy to see your super fund as just another compulsory payment made by your employer. Or maybe you didn’t even realise this payment was being made on your behalf. In reality, your super plays a crucial role in helping you to create your dream financial future.

Your team of financial advisors can help you:

  • Understand your super fund and how it can benefit you
  • Find any lost super you may have
  • Set up a self-managed super fund (SMSF)
  • Consolidate your super into one account
  • Review your existing fund and find a new one if necessary
  • Improve your fund performance
  • Secure your financial future

At My Wealth Solutions, we aim to empower you to walk your financial journey with the confidence that comes from knowing your financial future is secure.

Super forms a fundamental aspect of your overall financial plan, one that will help you to create your dream retirement.

Don’t let a lack of attention prevent you from reaching your short, medium and long-term financial goals.

Get In Touch Today

I want to get my super sorted! What should I do next?

We’re glad you asked!

Your team of professional financial advisors specialise in ensuring your super is positioned to help you create your dream financial future.

We’re always in your corner, so you won’t have to go another minute with your questions unanswered.

If you are looking for superannuation services in Brisbane, our financial advisors can help you track and stay on top of your funds.

Get in touch today to clean up your superannuation and ensure your financial future is secure.

Want to know more about SMSFs?

SMSF Advice

A self-managed super fund, or SMSF, is an excellent option for those wanting greater control over their super fund. Our team of financial advisors can help you determine whether an SMSF is the right option for you.

SMSF Property Advice

Using your SMSF to invest in property has a range of both benefits and limitations. With a team of experienced SMSF advisors to act as your guide along the way, you’ll be able to navigate all of the fine details with confidence.

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

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.
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

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

Guy has been most helpful from the first meeting and still continues to ensure I am kept in the loop with everything in regard to my financial position. Guy sorted my super and has ensured my insurances are relevant to my current position. Highly recommend MWS.

Scott H.
CLIENT TESTIMONIAL

I’m very happy with MWS. Most comforting to us is their hands-on approach and transparent reporting – ensuring a significant degree of confidence and trust. Ben’s guidance through the SMSF minefield has been both professional and reassuring. I would not hesitate to recommend MWS.

Anthony C.
award winning and highly recommended

We'll be with you every step when it comes to navigating the world of super funds.

We understand finding the right super fund for you can be a challenge.