Ben Budge

Director & Senior Financial Advisor
Getting to know

Ben Budge

Ben is a founding partner of My Wealth Solutions and is passionate about helping his clients achieve their financial goals. Always going above and beyond, he uses his knowledge of real world business, combined with his financial expertise, to enable his clients to reach their financial milestones and enjoy a secure financial future.

  • Experience

    Before founding My Wealth Solutions, Ben’s experience included working as Managing Director of a successful business and as channel partner of a national electricity broking business. Ben is a Self Managed Super Fund Specialist and is also qualified to give advice on retirement planning, risk management, property, shares, managed investments and specialised lending.

  • Role

    Whether they’re buying their first home, starting a family or creating a comfortable retirement, Ben loves being a part of improving people’s financial lives and is focused on working hard to get the best outcome for them. As a people person, he also enjoys meeting new people and maintaining close and regular contact with his clients.

    Something people often notice and appreciate about Ben is his ability to present financial planning in a way that is clear and easy to understand. He also has a keen eye for the finer details, excellent listening skills and a friendly demeanour.

  • Outside of Work

    Outside of work, Ben spends most of his time with his young family (wife Kelly and kids Ella and Billy). He is a sports tragic and enjoys all kinds of sports. Hailing from North Queensland, he is a Cowboys membership holder. He also stays active by playing in Brisbane’s weekly basketball and touch rugby league competitions.

  • What’s your favourite thing about being part of the MWS team?

    The great people – both our clients and our team are driven, goal-oriented and focused on growth!

  • What do you wish people knew about financial planning?

    That it is very simple to create financial freedom. You just need to have crystal clear goals, be committed and accountable to these goals, and create clear, actionable steps to achieving them.

  • What's your favourite book, movie and food?

    Book: The Power of One by Bryce Courtenay
    Movie: Braveheart
    Food: Wagyu steak (marble score 7+), perfectly cooked

  • If you could give one piece of advice to the Ben from 10 years ago, what would it be?

    There is no one linear path to success and happiness, you just have to always keep improving and growing.

  • What's your weirdest office habit?

    I talk extremely loudly when on the phone, which doesn’t pan out too well in an open plan office.

  • What's the one thing about you that people would be surprised to learn?

    I grew up on the big island of Hawaii from when I was 4 to when I was 10.

  • If you could have dinner with anyone past or present, who would it be and why?

    My Father, to see if I had done him proud, or Michael Jordan, because he is just a winner!

“There is no greater satisfaction than when a client can see their path to financial freedom. By helping clients understand more about their finances and how to manage and organise them, they are more confident and enjoy the peace of mind of knowing that their future is more secure.” – Ben Budge

CLIENT TESTIMONIAL

Ben and his team at MWS are very easy to communicate with and they take the time to explain the nuances involved in financial advice as well as being transparent with costs associated, which is refreshing and trustworthy.

Andrew P.
CLIENT TESTIMONIAL

My Wealth Solutions are the first financial advisers I have found that consider your entire financial position. They are not focused on one product or investment type, rather they are focused on finding the right financial solution for your current situation. I am looking forward to working with Ben and his team over the coming years.

James C.
CLIENT TESTIMONIAL

I contacted Ben Budge to provide a holistic review of our financial position, including investments, superannuation and retirement planning. Ben provided a summary of our financial goals, along with how our strategies aligned with those objectives…which was great for motivating us to make some changes…I would consider Ben to be very professional and friendly, and I’d recommend him to anyone seeking to secure their financial and retirement planning.

Ian J.
CLIENT TESTIMONIAL

Joining My Wealth Solutions was one of the best decisions I’ve made – they have a great team there and communication is fantastic. Ben walked me through the whole process and I knew I was in safe hands with the transparent explanations of all aspect’s of what I could expect. I can’t recommend them highly enough and am excited about what’s to come.

June J.
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.

Adriano L.
CLIENT TESTIMONIAL

We have been extremely happy with the service and advice that we have received from Ben and all of the staff at My Wealth Solutions. Ben and his staff are always very friendly, helpful and take the time to discuss any questions that we have had along our financial advice journey to date with them. We would have no hesitation in recommending the services of My Wealth Solutions.

Susan K.
CLIENT TESTIMONIAL

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.
award winning and highly recommended

Let’s create the future you’re hoping for

We believe in getting to know our clients first, so we can help make their financial ambitions a reality