Who We Help

We help everyone with their financial world, no matter whether you fit a mould or not.

At My Wealth Solutions, we believe that everybody deserves access to expert financial planning and advice – no matter your personal financial circumstances or the number in your bank account.

After all, it’s only with financial guidance informed by years of experience that you’ll have the knowledge and tools you need to secure your financial future and achieve your financial goals.

In fact, we’ve already helped those just like you to achieve financial success and security.

Our Current Clients Include:

Everyday Families

No matter what family means to you, we’re here to help make your financial world stress-free, so you can spend more time enjoying life with the people you love.

I want to take care of my family
High Income Earners

We’re here to make sure that your income is working hard to help you maintain your income into retirement while creating your dream financial future. That means you can spend less time worrying and more time on what you do best.

I want to maximise my benefits
Retirees

We take care of managing your financial future, so you can spend less time worrying and more time enjoying the results of your hard work.

I want to make the most of retirement
Empty Nesters

We’re here to help you ensure that your new lifestyle is balanced with your financial goals, needs and wants.

I want to make the most of my finances
Baby Boomers

We’re here to ensure that you’re able to achieve the financial future you’ve always dreamed of.

I want to prepare for the future
Small Business Owners

While you’re making sure that your business is performing at its best, who is looking out for your financial needs? We do, by making sure that you’re taken care of independently of your business.

I want to improve my personal finances
Those who want to create their family's dream future.

Everyday Families

Your life is incredibly  busy and you rarely have a spare moment to think about yourself, let alone your personal financial world. But you still find yourself worrying about how you’re going to provide for and protect your family in the future.

You wish you had someone who can help you set clear financial goals and provide a practical way to get from where you are now to where you want to go.

No matter what family means to you, we’re here to help make your financial world stress-free, so you can spend more time enjoying life with the people you love.

I want to take care of my family

Those that want to make the most of their income.

High Income Earners

You’re happy with the income you’re earning, but somehow still find yourself worrying about whether you’re making the most of your position. Or maybe you’re starting to think more about how you’ll be able to maintain you and your family’s lifestyle after you stop working.

But there’s only so many hours in the day and between juggling your personal and professional commitments, who has time to think about getting your financial world sorted? We do.

We’re here to make sure that your income is working hard to help you maintain your income into retirement while creating your dream financial future. That means you can spend less time worrying about whether you’re doing enough, and more time on what you do best.

I want to maximise my benefits

Those that are ready to prepare for the future.

Baby Boomers

You’re juggling a number of commitments but time is marching on and you find yourself worrying about how prepared you are for the future.

Thinking about retirement has suddenly become much more important, while you wonder how to practically start planning for a brighter future that accommodates your particular financial commitments.

We’re here to ensure that you’re able to achieve the financial future you’ve always dreamed of.

I want to make sure I’m prepared for the future

Those who now find the house a bit more empty.

Empty Nesters

Your kids are growing up and moving out. You’ll miss them, but you’re also starting to wonder about how exactly this change in circumstances will affect your cash flow and financial goals.

Maybe you’re thinking about downsizing or even jetting off on that dream holiday.

We’re here to help you ensure that your new lifestyle is balanced with your financial goals, needs and wants.

I want to make the most of my finances

Those that are enjoying not having to work.

Retirees

You’ve taken a step back from working and are now ready to start enjoying life to the fullest. You want to make sure you’ll have enough money for your whole retirement while still being able to enjoy your new lifestyle.

Or maybe you just want someone else to worry about your money for a change, so you can focus on enjoying the present. That’s where we come in.

We take care of managing your financial future, so you can spend less time worrying and more time enjoying the results of your hard work.

I want to make the most of retirement

Those who are busy with their own business.

Small Business Owners

With so much time and energy spent focused on helping your business do what it does best, it’s easy to forget about your personal financial situation.

But while you’re making sure that your business is performing at its best, who is looking out for your financial needs?

We do, by making sure that you’re taken care of independently of your business.

I want to improve my personal finances

Ready to build a brighter financial future?

Don’t worry, we’re here to help.

We understand that everyone’s financial challenges are different, depending on your personal circumstances, needs and goals.

That’s why your team of financial advisors are here to help by becoming your personal source of expert financial guidance and advice for whatever comes your way.

Your dedicated financial advisor is looking forward to meeting you in a one-on-one consultation where you’ll receive:

  • A crystal-clear understanding of your current financial situation
  • Expert answers to every single one of your questions
  • Clarity and direction when it comes to your personal financial goals
  • A comprehensive overview of how a financial plan can help you achieve your short, medium and long-term goals
  • A team always available to help you make smart decisions
  • An outline of the strategies discussed which will serve as your ever-adapting roadmap for your entire financial journey

We’re your financial partners in navigating every financial challenge with confidence. All you have to do is let us know how we can help:

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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

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

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.
CLIENT TESTIMONIAL

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.
CLIENT TESTIMONIAL

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.
CLIENT TESTIMONIAL

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.
CLIENT TESTIMONIAL

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.
award winning and highly recommended

Let us help create your dream financial future

We’re different, because we take the time to get to know you before making any recommendations.

Then, we take it one step further by creating a financial plan tailored to your unique financial world.