Getting to know

Josh Bareham

Experience

Josh has worked in financial planning industry for more than six years, with a history of specialised advice for medical professionals. Originally hailing from the Sunshine Coast, he completed his Bachelor of Commerce, majoring in Financial Planning and Accounting, at the University of the Sunshine Coast.
Role

Josh has worked at My Wealth Solutions for over four years. In his previous role, he was involved in providing paraplanning and other ongoing strategic support to the team. He has now transitioned into a Financial Advisor role for more than two years, where he works more directly to help his clients achieve their financial goals.
Outside of Work

As an avid rock climber, Josh spends most of his evenings at one of the climbing gyms around Brisbane.
What’s your favourite thing about being part of the MWS team?

It’s a great team of people who are all out to achieve the best for our clients but we still enjoy ourselves while doing it.
What do you wish people knew about financial planning?

That there’s more to financial planning than just investing. It’s about helping you define your goals and creating the path to get there.
What's your favourite book, movie and food?

Book: Harry Potter by J.K. Rowling (the whole series)

Movie: Bill and Ted’s Excellent Adventure & Bogus Journey

Food: Cheese
If you could give one piece of advice to the Josh from 10 years ago, what would it be?

Keep on doing what you’re doing. It gets you to where you are today.
What's your weirdest office habit?

My most annoying habit is correcting people’s grammar all the time.
What's the one thing about you that people would be surprised to learn?

I have Chinese heritage.
If you could have dinner with anyone past or present, who would it be and why?

Alexander the Great – one of the greatest generals in the history of the world, he’d have some pretty interesting leadership insights and some good stories to go with them.

Articles Written By

Josh Bareham

11 May 2023

When Should You Get A Financial Advisor [10 Situations Explained]

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.