…Right off the bat Daniel Judge seemed very genuine and passionate about what he does. He took an interest in my life, history and where I want to be in 10 to 15 years in the future. He explained (my) options, but he kept me in control, which made me feel safe and reassured that I was doing the right thing for my family. We signed up with Daniel and we have no regrets. We have eyes on our investment, our fortnightly contributions are easily managed and they keep in regular contact. We would highly recommend Daniel Judge as a financial planner to help you reach financial independence…
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.
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.
We have been seeing Guy at MWS for a few years now, and his advice has been invaluable. We are a young family trying to make the best of what we have, and Guy really puts it all into perspective, so it isn’t overwhelming. Whenever we meet with him, I always walk away feeling so motivated that we are making good choices for the future…We’ll be long-term clients and I wouldn’t hesitate recommending him to others.
My husband and I have been very impressed with MWS. They have a great team of people working with us as well as a fantastic network of local services they know well and trust. Very high value for us.
…They have provided my partner and I peace of mind that our future is more secure especially with a baby on the way. Our super is working for us rather than the big companies…and they have put a smart financial strategy in place that meets our life goals. I have recommended MWS to many of my friends and will to anyone new as I am confident that they conduct themselves in the best interest of their clients.
Our experience has been very positive. Ben has set us up for our future and now we can feel satisfied knowing that we have our finances in good hands. We no longer stress about what we or our family would be financially accountable for should something happen to any of us. Thank you again.
Ben and the team at My Wealth Solutions have been incredible to work with. They discussed our financial situation and proposed ways to improve our position in an easy but professional manner that left us feeling very secure about the future. Timely responses to our questions and keeping us up to date on changes and progress only enhanced the feeling of trust we had with them. Thoroughly recommend the team if you are looking for sound financial assistance.
Honestly I had no real plan about my financial future and I was told to go and see a financial advisor by my accountant. He highly recommended Ben and the team at My Wealth Solutions and after the first visit I could see why…after my first visit I left with a plan about my financial future and some seriously exciting goals to work towards. Since then the team have been more than accomodating with putting everything in place…
Guy and the team were fantastic at listening to our needs and putting together a plan that was right for us. They have been there for us too when we needed questions answered about all areas of financial and business related matters. Excellent customer service.
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.
I was recommended Guy Freeman’s help with planning my financial future, and am very satisfied and reassured by his input over the last couple of years. I’ve actually received more input than I thought possible…sound investments; making a will, life insurance, income protection insurance, and realistic plans for retirement… I feel ‘looked after’ by this company, and excited about my financial future.
My experience with My Wealth Solutions has been positive from the beginning. Ben answered my many questions and took the time to discuss any concerns in detail to clarify any grey areas. I’m very happy with MWS and look forward to a long association with them. I would recommend My Wealth Solutions to anyone looking for excellent financial advice/planning.
After 20 years of working, we had no real direction when it came to planning for our financial future. After deciding to visit My Wealth Solutions, we now have achievable financial goals and we couldn’t be more confident that the strategies employed will ensure a comfortable retirement. The MWS team took the time to understand our current financial situation, needs and wants…Guy and Nikki…explained all aspects of their advice in a clear language that was easy to understand.
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.
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.
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.
My experience with Guy Freeman has been totally professional and totally satisfactory. Guy has managed my small investments but maintained at the same time a personal interest in my health and well being… I have to say that I have complete trust in Guy and am so pleased he is looking after my investments giving me a secure future.
Guy…was also the most helpful and friendly of all the advisors. The quick responses and helpful, friendly advise has been a mainstay of our dealings with Guy and MWS. We have been very satisfied with the financial advice given. They helped us to consider matters like income protection, super funds and life insurance that we had very little knowledge about. Guy has also been able to give us a focus for our savings and investments going forward into the future.
After 20 years of working, we had no real direction when it came to planning for our financial future. After deciding to visit My Wealth Solutions, we now have achievable financial goals and we couldn’t be more confident that the strategies employed will ensure a comfortable retirement. The MWS team took the time to understand our current financial situation, needs and wants…Guy and Nikki…explained all aspects of their advice in a clear language that was easy to understand.
The my wealth solutions team have been extremely helpful over the last couple of months whilst setting up our investments. Nikki and the team always get back to us promptly when we have questions. Thanks for the fantastic support!
The path to achieving financial success and security starts with sitting down with an expert financial advisor.