Everyday Families

It may seem like living family life to the fullest while balancing your financial world is an impossible task. It doesn't have to be, with a team of experts at your side to guide you.

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

Life can often get in the way of even the best financial intentions, especially when you throw children or other family commitments into the mix that is the average everyday family’s day-to-day.

No matter whether you’re coordinating kindy runs and after-school activities or are just managing your own packed professional and social calendar, your financial world may often fall to the bottom of the priority list.

But have you ever lain awake at night worrying about your family’s financial future? Maybe you find yourself constantly thinking about whether you’re paying off your home loan the right way or maybe you just want to start planning for your children’s future needs.

You may even wish you had someone by your side who could help you navigate every part of your financial world with confidence.

That’s where we come in.

At My Wealth Solutions, our team of expert financial advisors specialise in helping everyday families create their dream financial futures. We believe that everyone deserves access to professional, experienced financial advice, no matter your background or what the size of your income is.

That means, with us by your side, you’ll never have to worry about whether you’re making the right financial decision or if you’re making the most of the assets you have available to you.

As a family-owned business, we are uniquely positioned to understand what you want from your team of dedicated financial experts.

You want to make growing and managing your wealth as simple and stress-free as possible.

We’re here to help.

Our team of experienced financial advisors ensure that your financial world is on track to help you meet every single one of your short, medium and long-term goals. And if you’re not sure exactly what those goals are, we can help you gain a clear understanding of where you’d like to be and how to get there.

Ready to make your financial world easier, so you can keep doing what you do best?

Get In Touch With An Advisor Today

Common Financial Challenges

It’s no secret that having a family means there’s little time left available to spend on anything else.

But it’s exactly in this type of situation where a lack of time and attention can lead to those minor problems piling up into one major headache.

In our experience helping everyday families, we’ve identified these common financial challenges:

  • Lacking a clear understanding of exactly what their financial situation looks like
  • Not making getting their financial world sorted a priority
  • Lacking the time to effectively manage and grow their wealth
  • Being unprepared for the hidden costs they may encounter as their children grow up
  • Looking for a one-size-fits-all solution for their unique financial circumstances
  • Not having enough financial knowledge to make important decisions confidently
  • Feeling overwhelmed by the thought of their financial world and avoiding taking action as a result
  • Not seeking help with tackling their financial challenges until it is too late

Everyone can benefit from expert financial planning, no matter the amount in your savings account or what your background is.

Financial planning is not something reserved only for those who already have wealth.

Financial planning isn’t about telling you where you’ve gone wrong. Instead, it’s about helping you to set clear financial goals and identifying a practical way to get from where you are now to where you want to go.

Do these financial challenges sound familiar? We can help

Getting your financial world on track doesn’t have to be an impossible task.

Achieving financial security and peace-of-mind starts with having your team of financial experts in your corner.

Whether you want to plan for your children’s future financial needs, want to pay your home off in the most effective way or just want to make sure that you’re making the most out of your financial world, we can help.

Your team of financial advisors can help you:

  • Gain a comprehensive understanding of your complete financial situation
  • Set crystal-clear goals for where you’d like to be in the future
  • Learn more about what costs to expect as your children get older
  • Protect your family’s financial future, no matter what
  • Figure out the right way to pay off your mortgage and any other debts you may have
  • Create and grow your wealth in a way that suits your unique financial situation and risk profile
  • Design a financial plan that is built around your definition of family, no matter what it looks like

As a family-owned business, we understand how important it is to know that your financial future is secure and your family protected.

That’s why we’re here to help you create your dream financial future by giving you the confidence only professional, expert guidance can provide.

Let us help make your financial world as stress-free as possible, so you can focus on spending time with the people you love instead.

Get Your Free Consultation Today

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

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.
CLIENT TESTIMONIAL

My husband and I have been very impressed with MWS. They have a great team of people working with us as well as a fantastic network of local services they know well and trust. Very high value for us.

Amber R.
CLIENT TESTIMONIAL

…They have provided my partner and I peace of mind that our future is more secure especially with a baby on the way. Our super is working for us rather than the big companies…and they have put a smart financial strategy in place that meets our life goals. I have recommended MWS to many of my friends and will to anyone new as I am confident that they conduct themselves in the best interest of their clients.

Katrina M.
CLIENT TESTIMONIAL

Our experience has been very positive. Ben has set us up for our future and now we can feel satisfied knowing that we have our finances in good hands. We no longer stress about what we or our family would be financially accountable for should something happen to any of us. Thank you again.

Darron & Michelle H.
CLIENT TESTIMONIAL

Ben and the team at My Wealth Solutions have been incredible to work with. They discussed our financial situation and proposed ways to improve our position in an easy but professional manner that left us feeling very secure about the future. Timely responses to our questions and keeping us up to date on changes and progress only enhanced the feeling of trust we had with them. Thoroughly recommend the team if you are looking for sound financial assistance.

Warren A.
CLIENT TESTIMONIAL

After 20 years of working, we had no real direction when it came to planning for our financial future. After deciding to visit My Wealth Solutions, we now have achievable financial goals and we couldn’t be more confident that the strategies employed will ensure a comfortable retirement. The MWS team took the time to understand our current financial situation, needs and wants…Guy and Nikki…explained all aspects of their advice in a clear language that was easy to understand.

Mick & Dani I.
CLIENT TESTIMONIAL

Very professional unit run by a smart and knowledgeable guy in Ben really glad we joined up for life after work. Keep up the good work!

John & Chris M.

“Family is not an important thing. It’s everything.”

— Michael J. Fox

award winning and highly recommended

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.