Financial Advice & Planning

Every goal needs a plan.

Picture this: you lie awake at night, struggling to think of a way to pay off your debt faster. Or maybe you and your partner talk in circles about your investment options but are confused about the best place to start.

Sound familiar? Don’t worry, we can help.

Financial advice and planning can be confusing.

At My Wealth Solutions, we make it simple.

Building wealth and meeting the goals you want to meet doesn’t happen overnight. It takes expert advice and careful planning – and no, not the kind of advice you’ll find at a family barbeque.

We offer financial advice backed by years of experience helping you understand how to get the best out of your financial future.

And trust us when we say that you won’t have to worry about confusing industry jargon. We understand you and want to make getting the right kind of financial advice as simple and accessible as possible.

So, how does it work?

Our process is simple. First, we sit down with you to take a holistic look at your current financial situation and your future goals.

Everybody is different, which is why we take the time to look at your big picture when creating a financial plan that’ll help you meet your goals.

Financial advice is about more than just numbers, income, super, mortgages and assets.

It’s about creating a clear understanding of the life you’d like to lead, the wealth and peace of mind you want to create and how the right advice can help make that happen.

But we need your help to get there.

The right financial advice can only take you so far. A lot of your financial future depends on the everyday decisions you make, even if you have the best intentions. Sounds scary, right?

Don’t be intimidated, this is exactly where we will help.

A solid financial plan paired with our ongoing expert advice creates a stress-free roadmap that makes walking the path to financial success so much easier.

But how do I know if I need a financial plan or advice?

To put it simply, we believe that everyone could benefit from expert financial advice.

But if you’re not completely sure whether you need a financial plan, have you ever had an interest in the following:

  • Getting a professional, comprehensive overview of your personal situation.
  • Need guidance on what to do with your super or assets.
  • Finding out more about your investment opportunities.
  • Buying your first home or investment property.

The planning and guidance of one of our expert financial advisors can assist in making all of these things happen. A carefully defined and innovative financial plan is the foundation to building a prosperous and secure future.

Even if you’re not sure where you fit in your financial journey, it’s never too early or too late to seek financial planning and guidance. It is, however, the right time to invest in yourself and set yourself up for a bright financial future.

Why is My Wealth Solutions different?

At My Wealth Solutions, we have over two decades of combined experience in all things finance. If you’ve got a financial challenge or had a significant life event, chances are that we can help.

But, we’re more than that.

We’re a trusted advisor who’s there to point you in the right direction when you get lost and an industry expert who can help you get to where you want to go.

While there’s a plethora of financial advice available on the internet, none of it comes with the peace of mind that we can offer.

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.

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.

How much will it cost me?

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.

That’s why, in order to get a better understanding of your situation, we offer an initial financial planning and advice session where the cost is on us.

During one of these sessions, we’ll sit down and get to know you and your financial situation better.

By doing this, we’ll be able to get a better idea of your short, medium and long-term financial goals and create a financial plan tailored to your unique needs and wants.

My Wealth Solutions is here to help, every step of the way.

Sign me up!

We’re glad to hear it!

All you have to do to get in touch with our team of financial advisors is click on the button below and book your free financial planning consultation.

It’s never too late to start creating a bright financial future that ticks all of your boxes.

The path to a more secure financial future begins at one of our obligation free discovery appointments.