Financial Advice For High Net Worth Clients

Bespoke wealth management with personal service

From managing significant assets, to creating a legacy, our high-net-worth clients often come to us with big goals and a desire to live a deeply connected and fulfilling life – without having to personally manage each aspect of their finances. Our specialist Wealth Advisers develop a bespoke wealth management plan that values what you value. This is no ordinary financial advice.

Talk to wealth adviser today

Take a purposeful approach to managing your wealth

Bespoke strategies built to meet your unique objectives

You’ll experience the genuine care and welcome of our team, and enjoy our diligent and goal-oriented approach to financial management. We work to take the pressure off your shoulders, simplify the complexities, and provide clarity and ease in your financial decisions.

Our holistic approach ensures that no aspect of your financial life is left behind. With a focus on preservation, continued growth, and tailored portfolio options for high-net-worth individuals and families, we ensure your wealth will work for you and future generations.

Our advice is grounded in integrity; we aren’t influenced by any particular products or services, only by your needs. Drawing on years of experience, we bring genuine care and clarity as we manage your wealth purposefully, now and into the future. We are committed to excellence in our services, and aim to ensure you enjoy your wealth with true freedom and confidence.

You will receive personal service from our specialised wealth team, enjoying:

Peace of mind that your wealth is preserved for the future
Confidence in your financial structure and asset allocation
Efficient tax structures so you decide where more of your wealth will go
Enjoying a fulfilling lifestyle and achieving your personal goals
A diligent team that takes ownership of our recommendations – we don’t recommend anything that we don’t believe will add value to you.
Comprehensive financial analysis and reporting on a regular basis

Specialised advice for your wealth needs

Don’t let complexity erode your hard-earned wealth. A tailored strategy will streamline your financial structure, honour your achievements, and secure your wealth for generations.

Asset protection & risk mitigation Significant assets can expose you to various risks, including market volatility and legal liabilities. We’ll put safeguards in place to protect your assets from volatility, unforeseen life events, or other threats, and work to preserve their value over time.

Investment portfolio management We specialise in tailored and diversified investment portfolios, that meet your needs, risk tolerance, and objectives. Services include ethical investing, property investing (commercial and residential), alternatives, and sophisticated private investments.

Lifestyle sustainability Maintaining a desired lifestyle while preserving wealth for future generations requires wisdom and balance. We’ll establish structures and standards for your future wealth, including retirement and legacy planning, to enable you to live well with confidence and comfort.

Advanced tax planning Managing tax is a key element. We’ll design strategic assets structures through trusts, companies or SMSFs to minimise tax liabilities while maximising wealth creation. We work seamlessly with your existing accountants.

Family office support For wealthy families, we coordinate multi-generational planning, privacy protection, and concierge services for a seamless approach to your entire wealth ecosystem.

Estate planning & generational wealth Want to pass on your wealth to future generations? We’ll help you craft succession plans, family governance and wills to ensure smooth wealth transfer and minimising tax. We assist with planning and financial education for your successors.

Philanthropy & impact investing Wherever your values lie, we’ll help you create meaningful change through charitable trusts or impact funds, while optimising tax benefits.

Self-managed super (SMSF) strategies A self-managed super fund gives you greater control over investments. We provide guidance on administration, structure, investment strategy, and tax to ensure you are meeting compliance requirements and maximising returns.

Smiling man and woman enjoying a glass of wine outdoors

Our Investment Philosophy

The CAREphilosophy® is based on the principle that investor behaviour makes the difference in your investment success. Traditional investment theories are focused on where assets are allocated, with a minor emphasis on market timing and selection. The CAREphilosophy®, on the other hand, is made up of three key areas: investor behaviour makes up 50% of this; asset allocation 45%, and timing and selection 5%.

Currently, there is over $1 billion invested utilising the CARE Investment Philosophy, with individual portfolios varying from $60,000 to $15 million.

45% of your returns come from your portfolio structure – not from timing the market or carefully hand-selecting your stock picks. CARE puts this insight into practice, with a strategy that focuses on asset allocations that suit your goals and timeline, a bucket structure to ensure you are diversified and well-protected, and a Money on the Move function that allows you to make the most of market changes. Around 50% of your returns are impacted by your behaviour. That’s why CARE aims to prevent bad investment decisions destroying the wealth you’ve worked hard to create.

CARE is split into four unique sections that work together. Each plays an important role in managing your wealth. Your asset allocation is tailored, based on your personal goals, your timeline to using your investment income, how you would like to use your money, and your risk tolerance.

Made to support you at every stage of life, our portfolio options keep your investments working hard for you over time. This way, we create a tailored approach to achieving your investment goals.

Discover our Investment Philosophy

Real clients, real outcomes

Shane 3 weeks ago

When I first engaged Matt Leech, I lacked a structured approach to maximising my income and planning for retirement. From our very first meeting, Matt demonstrated deep expertise and took the time to fully understand my circumstances and objectives. He listened carefully and presented his advice clearly, ensuring it aligned with my long-term goals.

The development of my financial plan was thorough, transparent, and collaborative. The strategy Matt recommended was both prudent and easy to manage, with a clear focus on achieving my short- and long-term priorities.

I now feel far more confident in how my finances are positioned for the future. I highly recommend Matt to anyone seeking a comprehensive financial plan that thoughtfully balances risk and return.

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Bri- Fi 4 weeks ago

Izzy is very approachable and I’m more than happy with the difference she has made to my portfolio.

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Dorian Williams 1 month ago

Since I reached out from the get go, MyWealthSolutions have been helpful, kind, and understanding, without being pushy at all. I feel like they have really listened and tailored all of my financial goals and requirements as needed. I trust them and I like that I have catch ups yearly or whenever suits me, as well as them being available when needed. I would highly recommend MyWealthSolutions for anyone looking for human, caring and trusted financial support.

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Maliki Mclaren 1 month ago

Professional, fast actions and responses, successful results.

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Michaela Moss 1 month ago

Thank you Hayden from My Wealth Solutions. You take the time to listen, to understand us and to provide options and advice giving us confidence in our financial future.

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EK_PH 1 month ago

Matt and his team have been providing professional financial advice for a number of years and have really set me on the right path for financial security and future retirement planning.

Highly recommended

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Katie D 2 months ago

Daniel has been amazing, planning for my future and wealth planning is all new to me and Daniel and the team have been fantastic to deal with straight from my first phone call. It’s a decision I should’ve made years ago but I’m pleased to be in professional, friendly and knowledgeable hands now

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Ann Hine 2 months ago

Matt has been terrific to meet with and my partner and I are already seeing and experiencing the benefits of his suggestions. Matt is very approachable, a great listener and easy to contact. It is wonderful to know that we are being guided by such a trustworthy and capable man.

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Darcy Darwin 2 months ago

Hayden has been my financial advisor for 15 months now. He has helped my substantially in growing my wealth as well as my knowledge regarding income, tax, super and insurances. Hayden is incredibly knowledgeable and adapts easily when I have changed my goals and directions in my work and personal life.
Signing up was definitely not a regret and I have already recommended him to a few mates.

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Anh Tu Pham 2 months ago

Josh has been an outstanding financial advisor. He takes the time to explain everything clearly and always makes sure I understand my options before making any decisions. His advice has been practical, easy to follow, and tailored to my goals. Highly recommend.

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Lara Kimberley Sittig 2 months ago

We’ve been working with Josh and the My Wealth Solutions team for 3 years now. It’s given us great peace of mind to work with them on ensuring we’re well positioned to meet our financial objectives. All of the advice and action taken has yielded great results. Would recommend them happily.

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Glenn Scott 2 months ago

Very knowledgeable, thorough and professional. Great tools to help model progress toward goals. Works seamlessly with my accountant.
Would recommend them

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jackie dellar 2 months ago

Colby is very knowledgeable and understands individual needs

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Lauren Charlton 2 months ago

My Wealth Solutions have been amazing in sorting out the best products and financial plan for us and our goals

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Andrea Franceschi 3 months ago

Matt is an outstanding financial advisor, knowledgeable, approachable, and always focused on what’s best for his clients. He takes the time to explain everything clearly and makes you feel confident about your financial decisions. Highly recommend!

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Kym Kelly 3 months ago

Hayden and his support staff have been great to work with. They have fully supported us in the process of working towards setting our targets for the complex needs of our future retirement. It is a relief knowing that we can contact them to ask any question or to get a quick update on where things are at and always get a prompt response.

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Charles Wright 3 months ago

Excellent service from the start, sounds advice and quality outcomes. As opposed to other advisors they provided a full and proper plan even before paying, convinced me that they were the ones for us

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Cameron Parsons 3 months ago

Hayden has been a breeze to deal with and has made my financial life streamlined with purpose. His professionalism and approachability has made it all the easier. Would highly recommended to anyone!

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Rebecca Hopper 3 months ago

Hayden is always available to respond to me with any queries or questions and my portfolio is performing very well so I’m very pleased and highly recommend my Wealth Solutions .

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Bart Banda 4 months ago

Cory and his team helped my wife and me set up our financial long-term plan and it was much easier than I expected it to be. Cory was very professional and detailed oriented and fully understood our total financial situation and our goals. He was very good at explaining everything to us in clear language and concepts that were easy to follow. We are very happy and impressed with the service they provided and can’t recommend them enough.

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Andrew 4 months ago

My Wealth Solutions have given us a financial plan that is suited to our goals, and we feel is achievable. Their advice is great, and they’re easy to get along with. Would recommend.

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steven de feudis 4 months ago

Very informative and walk you through each step. Highly recommend

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Hannah McCluskie 4 months ago

Colby has been amazing helping us reach our financial goals. He has walked us through every step of the way. He is personable and professional and the other staff have been amazing too. Cannot fault them. Would highly recommend them to anyone.

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Nadine Shome 4 months ago

Useful annual meetings for forward planning. Regular adjustments and monitoring of super funds etc and their performance.

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T Nel 4 months ago

I’ve been with My Wealth Solutions for a year now. Daniel in Brisbane has been informative, knowledgeable, patient and kind throughout. Very happy and grateful.

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Matthew Leong 4 months ago

We continue to obtain great value from our visit with Nikki at my wealth. She takes our personal situation into consideration and provides targeted advice to the direction we have set out.

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Jess Stevenson 5 months ago

Great service & attention to detail.

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Michelle Gray 5 months ago

Hayden provides excellent advice and is a true asset to the team. I could not be happier with my experience. Highly recommend!

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tim markovic 5 months ago

Matt and TP have been a pleasure to work with – always professional, transparent, and helpful. They clearly explain every step of the process and I highly recommend the team.

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Wendy Chetham 5 months ago

Thanks to Hayden’s professional financial advice and guidance—alongside my newfound sense of financial accountability—I now feel hopeful and confident about achieving my financial goals. I’m truly grateful to Hayden and the entire team.

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Darron Haworth 5 months ago

Highly recommended for all your financial needs. The ongoing support, advice, and service is second to none.

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Phoenix Project 5 months ago

Great service and professional staff. All advice given has been up to date and tailored to my specific needs.
Thanks for all youve done MyWealth Team.

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Olivia Whyte 5 months ago

We have been with My Wealth Solutions for a few years now and are very happy with the care and expertise we have been given by Josh and the team.
Would recommend if you are looking for a financial advisor!

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Jacques Cockeram 5 months ago

Josh have been very helpful throughout the process and I will definitely recommend them.

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John Knox 5 months ago

Great catch up with Hayden, he really digs in to what our financial aims are and pivots as required to supports our aims, top man!

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Joe Mckinnon 6 months ago

I’ve signed up with My Wealth Solutions after getting a recommendation from Smartline Loans. MWS has been very good in handling my requests and helping position my investments to generate a good return, in these tough times. They look at the whole picture, your dreams, your goals and help you define a solution that works for your needs.

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Amanda Wallas 6 months ago

Another very helpful and confidence -boosting meeting with Cory, as always, yesterday. He is a great listener, he is extremely knowledgeable and has many solutions, all of which he explains with clarity and in simple terms for me. I am very happy with the service and recommend him without reservation.

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N Fern 6 months ago

Josh Bareham and team have been great to deal with. We’ve been with MyWealth for 4yrs now and have been happy with their service, advice and communication from the entire team. Happy to recommend them as your trusted financial advisor

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Bree Woods 6 months ago

Highly recommend Izzy for his no nonsense approach.

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Mick Murphy 6 months ago

My wealth solutions have been fantastic… Thanks again to Josh and team, always informative and comfortable to talk to. Great communicators, professional & we are so glad we reached out a few years ago … they really have taken the stress out of financial planning. M & A Murphy

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Cathleen Johnston 7 months ago

Hayden was knowledgeable in the areas I required financial advice in. He was also able to offer very practical recommendations on reaching my financial goals.

Thanks Hayden

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Wissam Karime 7 months ago

Corey is a good advisor, easy to deal with and available to answer questions.

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Jessica 7 months ago

I’ve absolutely loved my experience working with Hayden Boglary! I feel such a huge sense of relief and confidence about my finances and future planning now — especially around income protection and life insurance. Hayden explained everything so clearly and guided me through decisions I didn’t even know I needed to consider. My only regret is not starting this process sooner

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Caroline Morrissey 7 months ago

Matt from My Wealth Solutions has been wonderful and I am confident he has my best interests in mind. I am so grateful that I found this company (through a Google search!!) and I’m relieved that my superannuation is being looked after.

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Stephanie Fergusson 9 months ago

Cory and team are very professional and responsive. Highly recommend.

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Anthony Corsaro 11 months ago

Izzy Tittor is an outstanding financial advisor who goes above and beyond for his clients. His professionalism, expertise and genuine care make him a stand out in the industry. What truly sets Izzy apart is his deep compassion and dedication working with Veterans. He understands the unique financial challenges we face and works tirelessly to provide personalised solutions that secure our future.
His ability to simplify complex financial matters makes the entire process stress free and empowering.
I highly recommend Izzy and My Wealth Solutions to anyone seeking expert, compassionate financial advise.

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Penelope Pearce 11 months ago

Making financial decisions can be very daunting for most people, particularly at retirement age with little or no knowledge of financial markets and services, however when we met with Matt Leech from My Wealth Solutions all our prayers were answered! Matt listened and provided reassurance and advice that totally outweighed anyone else we had spoken to. The decision to have Matt and MWS on our side has been a great one and we look forward to a very prosperous future. I would also like to give recognition and thanks to Emily Atherton who is our Client Services Officer. Emily handles everything in a very professional and timely manner and never misses a beat. Thank you to both Matt and Emily 😊

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Anita Ghazi 1 year ago

Matt Leech is an authentic, brilliant and attentive financial advisor.
Matt’s commitment to assist me with my financial goals and his dedication to making informed decisions have truly impressed me.
Thank you Matt.

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Betterlife Support 1 year ago

Helpful, responsive, and really understand my needs. I am far from an investment nerd, and these guys are always on hand to talk through things!

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Peter Jury 1 year ago

I had a meeting today with Matt Leech who would have to be the financial advisor i have met .His insights empathy knowledge and warmth all Highlights I would not hesitate recommending Matt to anyone in my circle that needs financial advisor

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Why affluent clients choose My Wealth Solutions

We are more than advisors, we are long-term financial partners committed to helping you achieve your 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, are in control.

Bespoke solutions built for you From family dynamics to global assets, your goals are what shape our approach. Our advice will never be generic or one-size-fits-all advice, instead we offer strategies that are tailored to you.

Proven results & expertise My Wealth Solutions is known for our purposeful and intentional approach to wealth management. Since 2011, we have been delivering holistic and in-depth advice to wealthy Australian families with excellent results.

Holistic, ongoing management Your Wealth Management team looks after your paperwork, implementation, portfolio management and liaison with providers, so you can get on with doing what matters most to you.

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.

Liaison with top experts We take a project management approach, liaising with the best lawyers, mortgage brokers, and accountants in the business to provide seamless support, including those you already know and trust.

Clear and honest guidance You’ll always get straightforward insights, grounded in real expertise. We will always prioritise your best interests, and we ensure you know exactly what we are recommending and why, so you can make well-informed decisions.

Real & approachable Our values are the bedrock of who we are. We prioritise genuine care, real conversations, and a welcoming atmosphere. Have down-to-earth conversations with your adviser – we listen carefully to what’s important to you before we act.

Privacy and discretion We prioritise confidentiality in all dealings, ensuring your wealth remains protected. Our integrity and transparency is non-negotiable, and we are continually reviewing and improving our security systems.