Colby Atkinson

Financial Advisor
Getting to know

Colby Atkinson

Colby Atkinson heads up our Ballina and Gold Coast offices with our partner advisory Essential Wealth & Retirement.

  • Experience

    Colby has over 6 years of experience in providing holistic financial advice. He holds a Bachelor of Commerce with Majors in Financial Planning and Accounting. He also holds a Certificate IV in Finance & Mortgage Broking.

    Colby has worked with clients from all over Australia, including those that come from different cultural backgrounds, occupations, and socio-demographics. This experience has helped shape a thorough understanding of the diverse set of needs that clients have based on their own unique set of circumstances.

  • Role

    Colby is a knowledgeable and hardworking adviser that has recently joined the Essential Wealth & Retirement Team based in Gold Coast & Ballina. He enjoys working with everyone from mum and dad investors to high net wealth individuals and everyone in between, including medical professionals.

    Colby always puts his clients’ interests first and enjoys helping them achieve what is most important to them professionally, personally and of course, financially.

  • Outside of work

    Outside of work, Colby enjoys playing and watching pretty much all sports and exploring the great outdoors.

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

    Everyone here is committed and forward thinking. There are no passengers and all staff are working hard towards a common goal; to provide a fantastic service to our clients.

  • What do you wish people knew about financial planning?

    That you do not need to be rich to get started and the earlier you stop procrastinating and take the leap, the better your future will be.

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

    Book: The Happiest Man on Earth by Eddie Jaku, a truly inspiring story.
    Movie: The Hurricane or Law Abiding Citizen
    Food: I love pretty much all food but my favourites are Middle Eastern, Indian, Italian and Mexican.

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

    Be excited for what is to come but appreciate what you have.

  • What's your weirdest office habit?

    I have been working from home pretty much exclusively for the past 3 years, so hard to say really.

    But, I tend to write nearly everything down so people might find that a bit weird?

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

    I tend to retain a lot of useless information and facts, particularly with sports.

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

    Joe Rogan, because through his podcast he knows just about everyone that is anyone so I am sure he could pass on many interesting stories about a lot of different people!

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
Having come from a planner where we were very disappointed, it has been a refreshing change dealing with Ben & the team at MWS. They are responsive, helpful, go above and beyond to answer questions and most importantly we have found it easy to understand the finance speak and to actually understand what our money is doing. Thanks for a great experience so far!
Rochelle
CLIENT TESTIMONIAL

Guy and the team have given us peace of mind and confidence in our financial future. They keep us engaged and informed, make it easy for us to ask questions and provide us with tangible results in our regular reviews. We would recommend them to anyone.

Michael E
CLIENT TESTIMONIAL

Nikki and the team have proven invaluable to my financial control and wealth management, I would highly recommend the team at My Wealth Solutions to anyone in any financial situation. 11/10

Ethan M
CLIENT TESTIMONIAL

Excellent service! My girlfriend and I were looking for ways to maximise returns to make to most out of our money. We needed someone with more knowledge in the financial sector than ourselves who we could bounce ideas off and come up with strategies that we hadn’t thought of. Ben and the team at My Wealth Solutions have done exactly that. They have been available for us to ask questions and have been patient with their explanations making sure we understand.

Russell D
CLIENT TESTIMONIAL

Robert Creaton and his skilful team helped me and my wife through the process of financial planning by guiding us to take the right steps. I would recommend Robert and My Wealth Solutions to anyone who wants to secure their future without any stress.

Amit M.
CLIENT TESTIMONIAL

We’ve had a great experience at My Wealth Solutions. The team has been very professional and they send updates so we can track how we are going. Robert has made us feel comfortable about our financial future.

Kylie F.
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.
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.