Financial Advice & Planning

Turn your financial dreams into your future reality with the right kind of expert advice.

Every goal needs a plan. We're here to make sure your plan is on track to turn your financial goals into your future reality.

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 financial advice and planning 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.

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:
Wanted An Overview Of Your Personal Situation?

We will help you get a professional, comprehensive overview of your personal situation.

Required Guidance On Your Super Or Assets?

We will provide you with the needed guidance on what to do with your super or assets.

Wanted To Learn More About Your Investment Opportunities?

Our team will help you understand your current and future investment opportunities.

Dreamt About Owning Property?

We will work together to formulate a plan to buy your first home or investment property.

How We Can Help

As your expert financial partners, we’re here to ensure that you have all the tools and knowledge you need to make smart financial decisions – both now and into the future.

With the My Wealth Solutions team by your side, you’ll have access to financial advice and guidance that is informed by years of experience helping those just like you achieve financial security and success.

In fact, your financial advisor can help you:

  • Gain a comprehensive understanding of your complete financial situation
  • Define crystal-clear goals for where you’d like to be in the future
  • Create and grow your wealth in a way that suits your unique financial situation and risk profile
  • Plan a practical way to bridge the gap between where you are now and where you’d like to be
  • Create an investment strategy tailored to your unique financial needs and goals
  • Sort your super and design a retirement plan that’ll ensure you’re on track to achieve your dream retirement
  • Work with you to create a path towards buying your first home or investment property

And that’s just the beginning.

At My Wealth Solutions, we believe that your dedicated financial advisor will be your financial partner for life, providing financial support and guidance whenever and wherever you need it.

So you can rest easy knowing that your financial world is taken care of.

Get Your Obligation-Free Consultation

The  first step to securing the financial future you deserve is sitting down for an obligation-free initial meeting, the cost of which is worn by us, with your dedicated advisor.

And all you have to do to get started is get in touch and let us know how we can help:

 

  • This field is for validation purposes and should be left unchanged.

So, how does it work?

Our financial planning process is simple:

Step One

We sit down with you to take a 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.

Step Two

Then, we create the right plan for your financial circumstances and 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.

Step Three

Once your plan ticks all of your boxes, we begin the implementation process to ensure you’re on track to create your dream financial future. At My Wealth Solutions, we’re focused on ongoing support, so you’ll never have to lie awake at night worrying about your financial world.

But 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.

Find Out More About Our Financial Planning Process

Learn More About Financial Advice & Planning

  • What are your financial planning fees?

    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.

    All you have to do is get in touch with our team of expert financial advisors.

    Let Us Know How We Can Help

  • Why is My Wealth Solutions different?

    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 out there, 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 is My Wealth Solutions' investment strategy different?

    My Wealth Solutions has been providing investment advice with a difference for a number of years.

    But what exactly makes us different?

    Well, 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 financial advisor can provide you with more details about our C.A.R.E. Investment process.

    But this is generally how we believe investing should be done, though of course this may change depending on your personal circumstances or risk profile:

    Over the long-term, shares will generally perform better than any other passive investment.

    The trade-off:

    They fluctuate in value. That is to say shares can go down in the short term.

    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 run and if appropriately diversified, they 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 will try.

    To correctly time the market, you have to make two correct decisions: when to get out and when to get back in again.

    It is hard enough to make one of these correctly, let alone two on a regular basis! 

    Long-term investments will deliver good returns to investors that make timing of the markets unnecessary.

    Market timing has costs (brokerage and taxes) and creates a short-term focus rather than the long-term achievement of our goals.

Not sure where you are on your financial journey?

We’ve created a resource to help you gain a better idea of where you currently are, so we can help you work towards where you’d like to be today!

CLIENT TESTIMONIAL

Fabulous team. Incredible personalised service. I have been with MWS for a number of years now and recommend to everyone! 5 stars.

Jessica J
CLIENT TESTIMONIAL
Nikki and the team at My Wealth Solutions have been extremely helpful in building a savings strategy for my wife and I, as well as tuning our superannuation and life insurance to make the most of our money and get the best coverage for us. Nikki explains everything in a clear and easy to follow way, and we didn’t feel at any point that we were being lost in the jargon or terminology. My wife and I are very happy with the service that we are being provided, we are glad that My Wealth Solutions are helping us reach our savings goals, and we would definitely recommend them for any financial planning or advice.
Tony B
CLIENT TESTIMONIAL

I believe whole heartedly everyone needs to take their wealth and future in their own hands and not just rely on their industry super fund. Financial industry professionals like Ben are key in helping us all achieve the goals we need looking beyond retirement. We were grossly under insured and had a poor idea about what insurance could really do for us as a family. He was so friendly and very approachable…Big tick from us!

Kristy R
CLIENT TESTIMONIAL

We have found the team at My Wealth Solutions to be professional and extremely knowledgeable within their field. Ben has taught us so much about how to better our financial situation. Dallas and I highly recommend Ben and the team to anybody wanting to take their finances to the next level.

Renee W
CLIENT TESTIMONIAL

Excellent service, very professional and great attention to detail. Highly recommend Ben and the team at My Wealth Solutions to take care of any of your financial needs.

Ilija S
CLIENT TESTIMONIAL

Ben and the team have been such an asset to our wealth building journey. They’re always readily available for help and advice, specific to our particular scenario. It has been a pleasure working with this team and look forward to many more interactions in the future.

Erika D
CLIENT TESTIMONIAL

We had an outstanding experience in dealing with My Wealth. They have set us up for the future and educated us all things finance. Couldn’t recommend more.

Danny K
CLIENT TESTIMONIAL

Nikki Booth and the team at My Wealth Solutions have set my wife and I on the straight and narrow! We came to Nikki to discuss what we ‘could’ do and left with what we ‘will’ do with our finances. I was skeptical with how easy it all sounded and 8 months in, we are finding that the service and understanding from the team has been second to none. I would and have recommended the My Wealth Solutions team to my family and friends. The only regret would be that we started sooner with this team.

Mark R
award winning and highly recommended

Ready to turn your dreams into reality?

Designing a practical path to achieving your financial goals and securing your financial future is simple with the right guidance.

All you have to do is let us know how we can help.