Nikki Booth

Financial Advisor
Getting to know

Nikki Booth

Nikki enjoys every aspect of her job and is a valued and important member of the My Wealth Solutions team. She has a great attitude, striving for professionalism, accuracy and exceptional quality in everything she does.

  • Experience

    Nikki graduated from the Queensland University of Technology in 2013 with Distinction, majoring in Finance and Accounting. Having started her role at My Wealth Solutions during university she gained hands-on experience early on, aiding with translating technical knowledge into practise.

    In 2014, she obtained her Diploma in Financial Planning and in 2015, a Certificate IV in Finance and Mortgage Broking. As of 2016, Nikki is an Authorised Financial Adviser and Credit Representative of GPS Wealth and aims to continue to develop her technical knowledge and eventually specialise in wealth management.

  • Role

    As a Financial Adviser, Nikki is always looking after her client base, ensuring her current clients are hitting their goals while continuing to develop her personable approach to financial planning. Striving for completeness and accuracy, she aims to educate and promote thorough understanding throughout the entire process for all her clients. As a keen listener, she will always take the time to hear your stories and experiences before deciding on an appropriate way forward for your personal circumstances and financial position.

  • Outside of Work

    Outside of work she loves reformer pilates, aerial yoga and boxing. On weekends you’ll find her heading out for nice dinners and sharing a bottle of red with her husband. She will always gravitate towards the outdoors on the weekends whether it’s getting around the pool, around Brisbane, travelling back to Toowoomba to see the family or heading to the coast to see friends.

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

    The different personality types and diversity of the group. Everyone has something new and unique to offer to the boutique firm, which tends to make for an interesting environment and makes you appreciate different perspectives. Despite the individuality, everyone really gets along and is prepared to go the extra mile to help each other out.

  • What do you wish people knew about financial planning?

    It’s never too early to get started and it’s never too late to get help. You don’t need to feel embarrassed or discouraged by your current financial situation as there are always ways to make improvements upon what you start with and map out a suitable pathway for progression.

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

    It’s hard to choose just one of each but here’s my short list:

    Book: The Big Short by Michael Lewis, The Brain That Changes Itself by Norman Doidge, The Power of Habit by Charles Duhigg or The Richest Man In Babylon by George S. Clason.
    Movie: Interstellar, The Shawshank Redemption or Shutter Island
    Food: Anything Italian

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

    Embrace every opportunity life throws your way as life is too short not to and always try to find balance in all aspects of life.

  • What's your weirdest office habit?

    For some reason, computers and technology tend not to work for me. Others in the office have noticed that their computers start playing up when I’m around. I also must have a 2PM coffee everyday without fail.

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

    I love heights and adrenaline type sports. Whether it’s getting to the top of a mountain, climbing to the top of a viewpoint, diving, jet skiing, etc. I’m generally prepared to try everything at least once.

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

    Warren Buffett. As one of the most successful investors of all time, I have studied and read a lot about his history, his success and his investment philosophies over the years and I would love to learn from him. He is also notably humble, pledging most of his wealth to charities, which makes him even more admirable.

“Being an Financial Adviser it is all about supporting people through the multiple phases of their financial journey. Having someone by your side that you can rely on to provide you financial guidance is crucial not only for your success but also peace of mind that you and your family’s future remains secure. For me, nothing is better than building long-term relationships and seeing clients take steps forward toward, and eventually achieving their individual goals.” – Nikki Booth

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
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

Nikki Booth and the team at My Wealth Solutions have set my wife and I on the straight and narrow! We came to Nikki to discuss what we ‘could’ do and left with what we ‘will’ do with our finances. I was skeptical with how easy it all sounded and 8 months in, we are finding that the service and understanding from the team has been second to none. I would and have recommended the My Wealth Solutions team to my family and friends. The only regret would be that we started sooner with this team.

Mark R
CLIENT TESTIMONIAL

We have had a fantastic experience with My Wealth. We have been working with Nikki and she is incredibly professional and thorough. The My Wealth platform and investment strategies is exactly what we were looking for, we have full confidence that the solutions they have put in place will set us up financially for the future.

Mitch E
CLIENT TESTIMONIAL

My accountant recommended a meeting with MWS and it is one of the best decisions I’ve made. From the first meeting Nikki made me feel comfortable and did not pass judgement when going through my initial financial situation. She has helped me with setting up financial goals and the steps to achieve them. I would highly recommend Nikki and her team at MWS!

Steph B
CLIENT TESTIMONIAL

Starting my career and a full time job for the first time I wanted to see if I could improve my budgeting and overall wealth management. Nikki really helped me to establish a clear vision for my wealth goals and a strict but realistic budget. I thought I was pretty good with money and handling it but I’ve definitely been able to take it to another level with her help and the team at My Wealth. Learning about Super and the pitiful level of cover I had from the insurances I had at the time really opened my eyes. Wealth management is an important part of our lives and I would recommend to anyone to book in for a meeting with Nikki.

Andrew 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

The team at My Wealth are fantastic. They are easy to talk to while being up front and honest with their advice. The fee structures are easily explained and importantly they are always available to give advice or provide information. Ben, Nikki and Jessica are not only knowledgeable but also friendly, approachable and efficient.

Jarrad T.
award winning and highly recommended

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