Wealth Management Services

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

Passionate about providing you with the highest quality of financial advice and guidance, our dedicated experts are highly specialised in wealth management planning.

Our Brisbane office is conveniently located in Newstead, a short distance from Brisbane City, we can offer you the appropriate wealth management solutions that your portfolio may be missing.

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.

Private Wealth Management

My Wealth Solutions are a boutique wealth management company, specialising 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 and we want to help you to achieve this growth.

As an experienced wealth management company, we provide customised solutions that are tailored to your individual circumstances. Whether you are looking at buying another investment property, doing extensive renovations or are looking for other ways to extend your wealth to enjoy a fruitful life, My Wealth Solutions can help you.

How We Can Help

We will provide you with a 360º 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 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.

The CARE Philosophy

Core investments are the foundation of any CARE investment portfolio. The assets in Core are structured to match your risk profiles. Core uses a combination of Exchange Traded Funds (ETFs) and fixed interest fund managers to help you gain exposure to the investment market.

Active investments offer you a tactical blend of Australian shares, global shares, emerging markets, global small companies and gold. The combination is designed to smooth out the volatility of each sector to provide you with a nice consistent return overall.

Reserves are the risk management part of the portfolio where we set aside up to four years of cash reserves, depending on your income requirements. A good Reserves portfolio together with a Core and Satellite (Active and Enhanced Returns) investment approach means we get dividends paid into our Reserves portfolio from Core, Active and Enhanced Returns. The dividends provide a good buffer to confidently continue through adverse market circumstances that can last up to 10 years in some cases.

Enhanced includes a direct Australian share portfolio made up of blue chip Australian companies (such as the big banks, mining companies and other large companies).