Sydney Financial Advisors

Turn your dreams into your future reality with award-winning financial advice.
4.9 stars from 145 google reviews

Our Sydney Financial Advisors help you navigate your financial world and create a future you can be proud of.

Financial planning for your future can be intimidating. Navigating all the possible decisions you can make while you’re working to get ahead can take up all your spare time.   

Our experienced Sydney Financial Advisors are here to take away the stress and pressure of managing your money, and give you a roadmap of exactly how you can reach your goals.

You might be great at juggling spreadsheets to manage your budget or investments, you may have left your savings or inheritance sitting in the bank while inflation chips away at its value, or maybe you just have a dream to improve your family’s future. Whatever your situation, our Sydney financial planners will create a personalised plan for you to grow your wealth, reduce your tax, and ensure your financial security.  And we do it without the industry jargon or selling you anything you don’t need.

We offer financial advice backed by years of experience, and our goal is your success. Our award-winning Sydney Financial Advisors provide advice covering investing, property, retirement planning, estate planning, tax, insurance, superannuation planning. We specialise in full-service plans that leave no stone unturned to ensure each element of your financial life is pointed towards achieving your goals.

We believe that Financial Advice is for everyone, but if you’re not completely sure, have you ever:

  • Wanted A Clear Overview Of Your Personal Situation?
  • Needed Guidance On Your Super Or Assets?
  • Wanted To Learn More About Your Investment Opportunities?
  • Dreamt About Owning Investment Property?
  • Wondered If You Would Have Enough To Retire?
  • Felt Like You Weren’t Doing Enough With Your Money?

How We Can Help

Turn your goals into a crystal-clear roadmap

We help you gain a comprehensive understanding of your complete financial situation and the opportunities that are open to you. You define your goals for where you want to be, and we create a practical plan to get you there.

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Implement An Investment Strategy

We create an investment strategy tailored to your unique goals, whether you are a beginner or advanced investor. We also provide support for your ongoing investments, helping you to maximise your returns and minimise risk.

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Develop Your Property Plan

We have extensive experience in property strategies and location and market conditions, advising on first home buying, investment properties, commercial property and debt-recycling strategies.

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Achieve Your Dream Retirement

Our award-winning advisors can ensure you are ready for your dream retirement. With experts in superannuation, Self-managed super funds, cash-flow and tax planning, and estate planning, we will help you create a happy and secure future.

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Create Your Wealth Management plan

Our Wealth Management clients trust us to protect and grow their wealth through proven strategies and personalised service. Partner with your Sydney wealth advisor for dedicated support and strategy implementation.

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Optimise Your Tax & Superannuation

As part of our holistic approach, we ensure your taxation and superannuation structures are optimised and designed to provide you with the best possible outcome for your situation.

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So, how does it work?

As your Sydney financial advisors, 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. Book your free and no-obligation Discovery session – available online or face to face, and we’ll help you to assess your needs and sketch out a personalised financial roadmap tailored to your unique situation. From there, you decide whether you would like us to develop your plan and help you put your roadmap into action.

A solid financial plan paired with the ongoing expertise of our Sydney Financial Advisors creates a stress-free roadmap that makes walking the path to financial success so much easier.

A lot of your financial success depends on the everyday decisions you make. With the My Wealth Solutions team by your side, you’ll have access to financial guidance backed by years of experience, industry insight, and our clients’ success stories. 

Find Out More About Our Financial Planning Process

CLIENT TESTIMONIAL

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.

Joerns
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

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, our team of Brisbane-based financial advisors will 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 Brisbane 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 Brisbane 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.

Ready to talk? Let’s get started

Our Sydney Financial Advisors are here to help you on your journey to financial success.

Our free consultation is available online or face-to-face

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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

Together we can create your dream financial future

The path to achieving financial success and security starts with sitting down with an expert financial advisor.