Why families choose My Wealth
My Wealth aren’t just advisors – we are long-term partners committed to achieving your family’s financial goals. Operating with a holistic and empathetic approach, we meet you where you are and craft a strategic pathway to living your dream life, where you – not your money – is in control.
Whether it’s slicing years off the term of your home loan, thinking of upsizing, or building an education fund to give your children a great education, our financial planners have the expertise to create a plan that works for you. Our experienced advisors help families of all shapes, sizes, and financial situations. We provide support and guidance to help you achieve your most important goals, while living family life to the fullest.
Practical plans made for you
We don’t do generic cookie-cutter advice, instead we offer tailored support that fits your family’s unique journey. Grounded in reality, it’s exciting because it’s actually achievable.
Proven results & expertise
We have a solid track record of helping countless families know what to do next, and hit milestones, big and small. We have specialised experience in the challenges you face, so we genuinely understand.
All the details handled
Our teams look after the admin and plan management, including investing, paperwork and plan implementation, so you can focus on spending time with your children and partner.
Goals-based, not product based
We don’t push products. Instead, we start with what you want to achieve, and then we spend time evaluating what strategies and resources will be most suited to getting you to your goals.
Access to top experts
We work with the best lawyers, mortgage brokers, and accountants in the business to provide seamless support you can trust.
Clear, relatable guidance
Finance can be complicated, but our words aren’t. We provide straightforward advice in language you understand (no financial degree required). No jargon, no rushing.
Real & approachable
One of our key values is being welcoming. You can expect to have real, down-to-earth conversations with your adviser without any judgement. We listen carefully to what’s important to you before we act.
Motivation & accountability
We bring energy and empowerment to your finances, providing accountability to keep you on track with your personal finances, and supporting you in keeping those big priorities front and centre.
