Wealth Management Sydney

Your personalised solution to preserving and growing your wealth portfolio.

Create time to enjoy the fruits of your labour, when you work with one of our experienced wealth managers to grow and protect your wealth.

You may have worked hard to create it over the years, or you may be closer to the beginning of building a portfolio. Our experienced wealth managers help you navigate the ever-changing world of finance to create a wealth strategy and portfolio structure that preserves and grows your portfolio. We work to ensure you have confidence that your wealth portfolio will be well-positioned to weather any financial storms, that you are best positioned in regards to taxation and insurance, that you have a well-managed investment strategy, and that your estate will be planned and protected for years to come.

Our Wealth Management Process

We want you to feel completely comfortable with your wealth manager and how your wealth management plan is created and implemented. Your wealth management is an important part of creating financial security for you or your family. We believe in providing clear advice, transparency on what we recommend and attention to detail in what we recommend so you can make the most of your assets and meet your financial and lifestyle goals.

Wealth management is all about planning for the future and ensuring that your financial goals are achievable. Even though you may wonder if it is worth the investment, because you may already have a good understanding of managing your day-to-day finances, budget, and even your property and share investments, wealth management is much more than that. Working with a professional who can bring the whole puzzle together and set up your future, will both protect you and get you to your goals faster and with much less stress. 

Fortunately, getting started with wealth management is quite simple.

Our first step is simply to define your long-term financial goals. What do you want to achieve within the next five years? Ten years? Twenty years?

Once we have put together a crystal-clear idea of your goals, your advisor will develop a plan for how to achieve them. This will consider your existing savings and cash flow, investment portfolio structure, tax, superannuation or trust situation, and even lifestyle changes to better manage your finances or prepare for bigger goals.

Of course, developing an effective wealth management plan is only step two! From there, you have the opportunity to review the proposed plan and approve it, before your wealth advisor will work with our implementation team to put your plan into action. 

You can expect regular reviews of your plan to ensure we are progressing towards your goals and always have the latest updates should your situation change. This ensures your plan continues to create value for you.

There is no one-size-fits-all approach to growing and protecting your wealth. But the best way to ensure success is to meet with our financial advisors, define your goals and create a plan to achieve them.

Our Private Wealth Management Service

We understand that every investor has unique circumstances and goals, and we tailor our wealth management solutions accordingly. Our focus is on maximising your potential and using your personal goals as a measure of success. This approach allows us to provide you with tailored wealth management advice you’re looking for.

Our private wealth management service is not one size fits all. Your wealth advisor will take the time to get to know you and create a wealth management plan that addresses your specific needs. Whether you are looking to grow your wealth, protect your assets, or preserve your capital, we have the experience and expertise to help you achieve your objectives.

Here are some of the key services included in our private wealth management service:

Grow Your Investment Portfolio With Wealth Management Sydney

As your wealth grows, so does the complexity of your financial life. You may have multiple homes, investment properties, businesses, and family trusts. Keeping track of all your assets and liabilities can be a full-time job. A wealth manager can give you peace of mind by taking on that responsibility.

Our wealth management advisors from Sydney are financial experts who work with individuals and families to help you reach financial freedom. We create custom financial plans, offer advice on investing and risk management, and provide guidance on estate planning and tax minimisation strategies. We can save you time, money, and hassle by helping you navigate the complexities of your financial life.

We have extensive networks of contacts that can be valuable for finding the right financial opportunities. As a result, we can play an essential role in helping you build and maintain your financial security.

Build a Personal Financial Plan With Wealth Management Brisbane

Contact us today to learn more about how we can help you reach your financial goals. If you’re from the greater Brisbane area, our wealth management advisors from Brisbane can help you create a holistic and personalised financial strategy.

More on Wealth Management Solutions

  • What are the best wealth-creation strategies?

    The best wealth creation strategy for you might not be appropriate for another. That is why we tailor a wealth creation solution based on your current situation, timeline, and goals. A personalised approach will ensure that your money is working hard to reach your specific goals.

    We have successfully developed and protected wealth for many clients that involved the following strategies:

  • Property Investment

    Investing in real estate property is a great way to build your wealth. Rising market values, tax benefits, and rental income are all fantastic reasons to take the plunge. With expert help and access to the best private buyer’s agents, you’ll be able to build your portfolio with the right properties to achieve a return on your investment, create a long-term property plan, and ensure you are positioned correctly for tax purposes.

  • Retirement Planning

    What does retirement mean to you? For some, it’s a time to finally relax and enjoy a slower pace of life. For others, it’s an opportunity to pursue long-held dreams and travel the world. No matter what your vision for retirement looks like, we can help you make it a reality.

    Our team of retirement planners will work with you to understand your situation and goals and to develop a plan to achieve them. We’ll take into account your finances, lifestyle preferences, and health concerns to create a plan and timeline to retirement that you can really look forward to.

    With our guidance, you can confidently move forward into retirement, knowing that your future is well-planned and taken care of.

  • Shares

    The stock market can be a lucrative option, but it is also one of the most volatile and unpredictable markets, which means that close attention is crucial.

    There is a wide range of options available in the stock market, from stocks and shares to bonds and mutual funds. Diversification is often the key to successful investing, which means spreading your money across different types of investments. This helps to reduce risk and maximise returns. Your wealth advisor is also experienced with techniques to reduce your risk and optimise your investment, such as dollar-cost averaging. Having a professional’s clear head means you won’t fall victim to the emotional highs and lows that plague many self-managed portfolios.

  • Superannuation

    Superannuation is a long-term investment product that can help you grow your wealth over time. By contributing regular payments to your super account, you can take advantage of compound interest and benefit from the tax advantages available on superannuation earnings. Over time, your self-managed super funds can grow significantly, providing you with a comfortable retirement income. With our disciplined approach to investing and carefully managing your account, super can be a great way to build your wealth over the long term.

    Wealth creation is about being strategic with your money and your choices. By talking to us, you can develop a clear plan.

    Find out more on wealth creation.

What makes My Wealth Solutions’ investment strategy different?

Our investment strategies are delivered based on our C.A.R.E process:

  • Core Investments
  • Active Investment
  • Reserves
  • Enhance Returns

Talk to our financial advisors to learn more about our C.A.R.E Investment Philosophy.

How does your financial planning work?

At its heart, financial planning is about getting to know you and your unique circumstances. Only by understanding your goals, values, and risk tolerance can we begin to make recommendations about how best to use your money. We are both legally required, and obligated by our values of integrity and transparency, to act in your best interests. This is why our financial planning process begins with an open conversation, and we will never offer personal advice without learning more about your situation and knowing we can follow through.

We want to get to know you, what’s important to you, and what you hope to achieve. Only then can we start to put together a plan that is tailored specifically for you.

Once you are confident to invest in our plan, we move to the preliminary stages of implementation. This may take about 1-2 months because it takes a bit of paperwork to ensure that all legalities are adhered to and that everything is double-checked.

Learn more about our financial planning process

What are your financial planning fees?

We believe that everyone should have access to financial advice and planning. While this isn’t always possible, we’ll understand and provide clarity on your financial situation in our first conversation,  and discuss with you how we would seek to add value.

Your first consultation is on us. During our first session, your financial planner will get to know you and discuss your current financial situation and your financial goals. From here, we tailor a financial plan for you and provide you with a pricing structure based on the services included in your custom plan. Our fee-for-service model means you only pay for the services you receive. 

Learn about our fee structure


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.

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.

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.

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.

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.

Jennette B.

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.

Jack H.

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.

Louan W.

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
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
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Grow your wealth and secure your financial future!

All it takes to get started is a little bit of help from your team of financial advisors with a comprehensive wealth management plan.