Everyday Families

Is living family life to the fullest while balancing your financial world an impossible task? It doesn't have to be, with a team of experts at your side to help you.

Getting your financial world sorted is the first step in securing your family's financial future.

Whether you’re coordinating the school run and weekend sports, or just managing your own packed professional and social calendar, it’s easy for your financial goals to fall to the bottom of the priority list.

There’s no need to waste more time and stress worrying about your family’s finances.  My Wealth Solutions specialises in helping families create a clear path to financial success – whatever that looks like to you.  Whether its slicing years off the term of your home loan, or building an education fund to give your children a great education – we 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 identify your most important goals, and stay on track long-term.

We make growing and managing your money as simple and stress-free as possible.

Book your free consultation

Common Financial Challenges

In our experience helping everyday families, we’ve solved a lot of the challenges you might experience, such as:

  • Financially preparing for maternity or paternity leave
  • Finding the best way to pay off mortgages or other debts
  • Managing your cashflow with a large amount of financial pressures or responsibilities
  • Managing the costs of children’s education or sports
  • Upsizing your family home
  • Managing increasing costs, such as health insurance and childcare
  • Growing wealth in a way that suits your unique financial situation and risk profile
  • Mapping out a way to balance several competing financial priorities
  • Protecting yourself or your income to ensure stability and peace of mind for your family
  • Having enough financial knowledge to make important decisions confidently
  • Putting money away for the future while taking care of your bills and lifestyle in the present
  • Achieving your unique goals for your family (an overseas holiday, a boat)
  • Finding the right structures for your family to create generational wealth

These days, financial stress is high among Australian families. Cost of living and housing, combined with the desire to build a good life, makes it feel overwhelming at times. The most exciting life events, such as parental leave or a wedding, come with big financial challenges.

But you don’t have to settle for trying to solve it all, while juggling the busy life you have. Our expert advisers have worked with many families, helping them take control of their financial future so they could enjoy the present that much more.

Financial planning is not something reserved only for those who already have wealth. If you’re interested in learning more about how much money you need to have a financial planner, read our guide or reach out to speak to one of our advisers – we are here to help.

Your Next Step to Getting Financial Clarity & Confidence

We know the thought of financial planning can be overwhelming, but we make the process simple and easy each step of the way.

With the support of our team, and an effective financial plan in place, you’ll have the freedom to let go of those financial stresses. Your roadmap will give you a step-by-step method to achieve short, medium, and long-term goals – and it’s the best feeling knowing that you are helping your family thrive, now and into the future.

Being a parent means there’s little time available to spend on anything else, that’s why our team do the heavy lifting for you. Start today by calling us for more information or booking your no-obligation Discovery session.

Here’s what you can expect from your financial plan:

  • Understand your complete financial situation 
  • See projections for your future wealth and what levers will improve it
  • Have crystal-clear goals for your future, and know how to reach them
  • Know how to balance your current lifestyle and expenses with your future plans
  • Avoid ‘lifestyle creep’ as you earn more or reduce debts
  • Understand budgeting and cash-flow
  • Step-by-step strategies to buy property or other big goals
  • A personalised investment plan that can adapt to what your needs are
  • A personal retirement projection – with strategies for growing superannuation and wealth over time

In addition, we’ll provide:

  • All the help you need to put your plan in place and manage it over time
  • Access to our best-of-the-best network of lawyers, mortgage brokers and accountants
  • Your adviser is just a phone call away for any financial questions

Ready to get started?

Book your free consultation

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Hi, I'm Guy, Managing Director of My Wealth Solutions.

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What Our Clients Say

Want to secure your family's financial future?

Getting your financial world sorted or spending time with the people you love shouldn’t have to be a choice. Your team of expert financial advisors ensure you can do both with confidence.