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.

Get In Touch With A Financial Advisor

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.

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.

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

Guy has been our financial advisor for almost eight years now. In that time we’ve been very happy with his service, advice and personal touch. Highly recommended!

Oliver W.
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

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

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

My experience with My Wealth Solutions has been positive from the beginning. Ben answered my many questions and took the time to discuss any concerns in detail to clarify any grey areas. I’m very happy with MWS and look forward to a long association with them. I would recommend My Wealth Solutions to anyone looking for excellent financial advice/planning.

Margaret G.
award winning and highly recommended

Designing and implementing the right financial plan for you is easy with expert advice to guide you.

The path to a more secure financial future begins with us meeting.