Wealth Management Brisbane

We specialise in wealth management planning, advice and portfolio management. We know that the right management and financial structure are essential tools in the growth and results of any successful portfolio.

We know you’ve worked hard to build your wealth, so let us work hard to grow and protect it.

We are passionate about providing you with the highest quality of financial advice, guidance and service. Your dedicated experts are highly specialised in wealth management planning.

Our Wealth Management Service

We recognise that every investor’s interests are unique to their personal circumstances and objectives, and we tailor our wealth management solutions in order to maximise your potential, using your personal goals as a measure of your portfolio success.

We offer a private wealth management service that gives you the confidence that you’ll get to where you want and need to be.

We can work with your existing professionals such as accountants, lawyers or mortgage brokers or alternatively we can use our network of like-minded professionals to ensure your entire financial world is secured now and into the future.

Private Wealth Management

Private wealth management is the structuring, protecting and improving our client’s financial world that involves the strategic construction of your portfolio as part of your holistic financial plan.

Some of the key strategies or services that make up our private wealth management service include:

How We Can Help

We will provide you with a Wealth Review of your finances at our initial consultation, ensuring that every facet of your existing portfolio is accounted for when devising a wealth management strategy that is personalised to your wants, needs and expectations.

This initial consultation will leave you with a clear understanding of your of financial goals and objectives, guidance and support to help crystallise your short and long-term financial goals.

In addition to this our wealth management advisors will go through the strategy that fills the gap between where you are now and where you want to be. Our advisors will also ensure that you fully comprehend the strategies and will be able to answer any questions you have.

What Our Wealth Management Advisors Provide

Our wealth management advisors can provide you with the necessary tools to preserve protect and maximise your portfolio of assets.

These services include, however, are not limited to:

  • Providing a clear plan for your financial future
  • A team to provide you with ongoing support for any financial or administrative queries
  • Financial advisers with a thorough understanding of your personal situation and circumstances, involving planning, investment strategies and goal management
  • Regular reviews of your personal plans, strategies and investments by your wealth management professional
  • Expert advisors up to date on the latest in financial and economic changes, issues and strategies

Planning Your Wealth Management Portfolio

Our goal at My Wealth Solutions is to provide you with the best possible financial and wealth management service, and we pride ourselves on our ability to deliver this to you.

We know that the first step to achieving financial success is understanding your needs – so we take the time to get to know your financial situation and to help you to establish your goals.

We’ll continue to constantly monitor and measure the progress of your wealth portfolio making sure that you remain on track financially, allowing us to provide you with the best possible financial results.

To ensure the long-term sustainability of your portfolio, our wealth management strategies are underpinned by our CARE Investment Philosophy.

We will create a holistic and personalised strategy that is right for you and implement an appropriate solution to help you to achieve your goals.

Contact our private wealth management specialists today and improve your financial future!

More On Your Wealth Management Services

Wealth Creation

The road to financial success begins with a comprehensive wealth creation plan. And that plan starts by finding the right strategies to help you create and grow your wealth. Make creating your wealth simple with our help.

Financial Advice

Want to turn your financial dreams into your future reality? With professional financial advice and planning to guide you, achieving every single one of your financial goals has never been easier.

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

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.
CLIENT TESTIMONIAL

We have been seeing Guy at MWS for a few years now, and his advice has been invaluable. We are a young family trying to make the best of what we have, and Guy really puts it all into perspective, so it isn’t overwhelming. Whenever we meet with him, I always walk away feeling so motivated that we are making good choices for the future…We’ll be long-term clients and I wouldn’t hesitate recommending him to others.

Louan W.
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

Our experience has been very positive. Ben has set us up for our future and now we can feel satisfied knowing that we have our finances in good hands. We no longer stress about what we or our family would be financially accountable for should something happen to any of us. Thank you again.

Darron & Michelle H.
CLIENT TESTIMONIAL

The team were very knowledgeable and took the time to ensure our needs were understood. Guy put forward some options to help us achieve our goals and set us up for a solid future.

Jagmeet V.
award winning and highly recommended

Grow your wealth and secure your financial future!

All it takes to get started is a little bit of help from your team of financial advisors with a comprehensive wealth management plan.