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:

• Asset allocation and protection
• Debt structuring and management
• Estate planning
• Insurance and risk management
• Retirement planning
• Superannuation structuring
• Tax structuring and efficiency

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.

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