Wealth Creation

Wealth creation plays an essential part in the success of your financial plan.

Creating wealth is a key element to financial success.

The types of strategies used to generate and create wealth can vary depending on your circumstances, your goals and your timeline. This is why we tailor our wealth creation strategies to your specific situation.

Having a wealth management professional that understands your situation and who can then develop and implement a strategy that achieves your goals is often overlooked by many Australians.

By utilising one of our wealth creation specialists you will have a professional that has more time, resources, education and experience in selecting and managing investments.

This way you’re able to spend more time doing the things you enjoy.

Wealth Creation Strategies

What goes into your strategy will depend on your current situation, goals and timeline. The strategies we develop for you might not be appropriate for the next person as they are tailored specifically for your circumstances. Read about some of our strategies – or techniques you can employ yourself – in our Top 10 Ways to Grow Wealth.

We have successfully created, grown and protected wealth for many of our clients that involved leveraging the following strategies:

Property investment — Building a portfolio

Investing in property is a popular method of building your wealth. Rising market values, rental income and tax benefits through gearing are all ways of taking a step in this direction.

Shares — Invest in the stock market

The stock market is one area of investment where close attention to the markets is crucial.

Stocks, shares and bonds are just some of the options available, and diversification is often the key to profits.

Superannuation — Start investing now for the future

Given that we can’t touch the money until retirement, an emphasis on wealth creating superannuation strategies can be overlooked.

It is important to have the right allocation of assets within your superannuation fund to maximise the probability of your financial success.

Salary Packaging — Leaving you more money in your pocket

Salary packaging is one clever way to restructure your income, enabling you to purchase items out of your pre-tax salary.

Having money for a major purchase or savings plan deducted before you pay tax means that you only pay income tax on the remaining portion.

Other Strategies

To successfully implement a wealth creation strategy, your whole financial world needs to be considered.

Other financial planning elements that should be part of your overarching financial strategy include:

Wealth creation is not about spreading yourself thin to take advantage of every opportunity. It is about being smart with your money and your choices.

By talking to one of our team we’ll ensure that we develop a clear picture of where you want to be and how to get there.

How We Can Help

We offer an obligation-free Wealth Review, ensuring that every facet of your financial world is accounted for when devising a wealth creation strategy that is personalised to your wants, needs and expectations.

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

Speak to one of our wealth creation specialists today to organise your obligation free wealth review to get started on your way to a better financial future!


I was referred to My Wealth Solutions during an informal conversation with an acquaintance about consolidating superannuation accounts and financial advice in general. After some research, my wife and I decided to contact My Wealth Solutions and signed up. Following a number of friendly, focussed and professional conversations with Nikki about financial goals and priorities, My Wealth Solutions presented us with a well-researched and comprehensive report that detailed a number of options that we could consider. My wife and I have since decided which options and financial goals to pursue, and have been impressed with the prompt, courteous and professional service provided by Nikki and her team.

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

My accountant recommended a meeting with MWS and it is one of the best decisions I’ve made. From the first meeting Nikki made me feel comfortable and did not pass judgement when going through my initial financial situation. She has helped me with setting up financial goals and the steps to achieve them. I would highly recommend Nikki and her team at MWS!

Steph B

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.

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.

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.
award winning and highly recommended
Logos-2018 Trusted Advisors
My Wealth Solutions Practice of the Year
My Wealth Solutions Practice of the Year
Guy Freeman GPS Wealth Award
My Wealth Solutions Practice of the Year
Nikki Booth Young Gun Award
Ben Budge Advisor of the Year
Advisor of the Year Ben Budge
GPS Wealth
AFA Logo
tax practitioners logo

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.