High Income Earners

You're earning a higher-than-average wage, but need assistance to help you identify and reach your goals

Are you making the most of your income now to create the financial future you’ve always seen yourself living? Do you have the time to invest in really making the most of your income now? Maybe you find yourself worrying about whether you’re making the most of your financial situation to support you in the future.

Sound familiar?

You may not be effectively taking advantage of your current income to secure your financial future and achieve your financial goals.

We understand that a good income also comes with a job that takes up a significant amount of your time.

It may seem like your phone never stops ringing and between balancing your personal and professional life, it’s rare that you have a moment to spare to think about yourself. Considering this, it makes sense that managing your financial world often falls to the bottom of the priority list.

You wish you had a way to ensure that your financial world is secure and on track without having to be involved in every tiny detail.

With someone by your side to make sure that you are making the most of your income, effectively managing your money becomes stress-free.

It sounds like a dream, right?

Luckily, turning financial dreams into future realities is what we do.

At My Wealth Solutions, we take the worry and stress of managing your financial world off your shoulders while ensuring that you’re on track to meet your short, medium and long-term financial goals.

Our team of expert financial advisors can help you determine whether you’re taking advantage of your income to create your dream financial future. And if you’re not, they’ll work with you to create a practical and achievable financial plan to help you get from where you are now to where you’d like to be.

Whether you want to minimise the tax you’re obligated to pay, are interested in setting up an SMSF or just want to ensure you’ll be able to maintain your current lifestyle in retirement, we’re here to help.

We understand how life can get in the way of even the best financial intentions.

That’s why we take care of your financial world, so you can focus on doing what you do best instead.

Find Out How We Can Help Today

Common Financial Challenges

A lack of time can mean those minor financial issues can pile up into one massive headache if ignored.

As a high income earner, managing your income in the most effective way can be a lot more complicated than someone earning less.

Without the right kind of financial advice to guide you, you could be losing out by letting investments coast along or face a sudden drop in lifestyle once you’ve retired.

In our experience helping high income earners, we’ve identified these other common financial challenges:

Lacking the time to effectively plan for their financial future
Paying too much tax that could easily be lessened
Not creating a diverse investment portfolio
Struggling to create a future that allows them to maintain their lifestyle after retirement
Investing using a strategy that isn’t designed to weather market crashes
Lacking a clear understanding of exactly how they’re tracking financially
Worried about not taking advantage of the wealth creation strategies available to them
A lack of knowledge about which investment option is the right choice for them

At My Wealth Solutions, we believe that everyone deserves access to professional financial advice.

As someone with a high income, expert financial planning and structuring becomes all the more important as we work with you to ensure you will maintain your lifestyle into retirement.

Creating your dream financial future and growing your wealth is easy with our team of expert financial advisors to guide you.

Do these financial challenges sound familiar? We can help

Our approach to financial planning means that our recommendations will always have your best interests at heart.

Whether you’re looking to secure your income in retirement, have a bit of extra cash and aren’t sure where to invest it or just want to minimise your tax obligations, our team are here to help you get your financial world sorted.

Your team of financial advisors can help you:

Minimise your tax obligations
Define what financial success looks like to you
Design an investment strategy that is suited specifically to your needs
Ensure you’re making the most of your income
Set crystal-clear goals and define a practical path to achieve them
Create a retirement plan that ticks all of the right boxes
Keep more of your income in your pocket
Secure you and your family’s financial future and lifestyle

In a nutshell, we’re here to ensure you can rest easy with the knowledge that you’re on track to achieve your dream financial future.

Don’t let a lack of time hold you back from achieving all of your financial goals and growing your wealth.

With us in your corner, you’ll never have to worry about whether your financial decisions are the right choice for you and your unique financial circumstances.

With your team of expert financial advisors only a phone call away, we enable you to tackle every financial challenge with the confidence only professional guidance can provide.

Get In Touch With An Advisor Today

CLIENT TESTIMONIAL

I was referred to My Wealth Solutions during an informal conversation with an acquaintance about consolidating superannuation accounts and financial advice in general. After some research, my wife and I decided to contact My Wealth Solutions and signed up. Following a number of friendly, focussed and professional conversations with Nikki about financial goals and priorities, My Wealth Solutions presented us with a well-researched and comprehensive report that detailed a number of options that we could consider. My wife and I have since decided which options and financial goals to pursue, and have been impressed with the prompt, courteous and professional service provided by Nikki and her team.

Joerns

CLIENT TESTIMONIAL

We have had a fantastic experience with My Wealth. We have been working with Nikki and she is incredibly professional and thorough. The My Wealth platform and investment strategies is exactly what we were looking for, we have full confidence that the solutions they have put in place will set us up financially for the future.

Mitch E

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

Ben and his team at MWS are very easy to communicate with and they take the time to explain the nuances involved in financial advice as well as being transparent with costs associated, which is refreshing and trustworthy.

Andrew P.

CLIENT TESTIMONIAL

My Wealth Solutions are the first financial advisers I have found that consider your entire financial position. They are not focused on one product or investment type, rather they are focused on finding the right financial solution for your current situation. I am looking forward to working with Ben and his team over the coming years.

James C.

CLIENT TESTIMONIAL

I contacted Ben Budge to provide a holistic review of our financial position, including investments, superannuation and retirement planning. Ben provided a summary of our financial goals, along with how our strategies aligned with those objectives…which was great for motivating us to make some changes…I would consider Ben to be very professional and friendly, and I’d recommend him to anyone seeking to secure their financial and retirement planning.

Ian J.