Financial Advice for an Inheritance

Financial planning for inheritance or sudden wealth

Whatever the circumstances in which you received a significant sum of money, we approach it with care, respect, and financial wisdom. We help you navigate the nuances of sudden wealth, and provide calm, thoughtful guidance to help you make informed decisions that are right for you. Get the confidence you need that your money will be working effectively for your future – not going to waste – so you can move forward and get on with enjoying life.

Book a Free Consultation

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Get the financial guidance you need

Turn your sudden wealth into a secure future

Receiving an inheritance or lump sum, whether from an inheritance, property sale, payout or winning the lotto, can bring up a lot of questions. Will I have to pay a lot of tax? How can I make it last? Should I pay off debt or invest?

We help you navigate the process, providing support as you navigate this new reality. Your adviser will help you feel comfortable with your decisions – whether that includes philanthropy, keeping your sudden wealth a secret, or using it to fund your biggest goals. We build financial plans that protect you and your assets, so you can move forward with clarity and confidence.

With our strategic support you can expect to:

Navigate every aspect of your new wealth with ease, not uncertainty
Secure a brighter financial future
Ensure your money is working for you, not going to waste>
Make smart financial decisions, based on strategy not emotion
Spend wisely to create the life you want now, while having a solid strategy for your future
Ensure you and your family are protected

You don’t have to face the financial decisions of sudden wealth alone. My Wealth Solutions works with you to create a plan that considers your situation, supports your future plans, and puts your money to work for your present and your future.

Your roadmap to make your money work

Through understanding your goals and looking at your options, we take the stress out of the situation and ensure you use your newfound wealth to your long-term advantage.

Manage tax considerations We guide you on aspects like income tax, capital gains or super contributions to support efficient growth and minimise tax on your windfall.

Invest for your goals Many of those who receive a lump sum of money are interested in how this can be used for passive income. Investing is a key way to make that happen. We’ll lay out your investment options, whether building a share portfolio, buying property, or private investing.

Address debts wisely More money means more opportunity to pay off debts. We’ll work out a plan of action to address existing loans, credit cards or HECS. Our debt management plans are developed holistically, in line with the rest of your goals, as paying off all debts immediately may not be the best use of your money.

Plan for your whole picture From enhancing super to setting up trusts, we assist in shaping a plan for long-term security, retirement, or passing on generational support to loved ones. Ensuring your new wealth successfully sustains you and your family for the long haul.

Young Middle Eastern ethnicity businessman looking at his laptop with happiness and excitement

Financial planning for lump-sums

Our financial advisers have assisted with many situations of sudden wealth and can help you navigate confidently. Whether you have come into five figures through to seven or eight figures, you can be assured that our approach puts your best interests and your life goals as our priority.

We’ve assisted with planning for:

Inheritance
Veteran compensation payouts
Total and permanent disability payouts (TPD)
Legal financial settlements
Divorce settlements
Redundancy packages
Income from the sale of a large asset
Lottery winnings

With professional financial advice, you will avoid the missteps that are common with receiving an uncommon sum of money. These can include making loans to friends and family, spending it on unprofitable assets such as vehicles, or even putting spending ahead of creating a long-term plan. Instead, balance a good lifestyle now with making your money last and serve you into the future.

Talk to an adviser today

Real people, real results

Dorian Williams 2 weeks 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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Michaela Moss 3 weeks 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 3 weeks 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 4 weeks 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 4 weeks 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 1 month 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 1 month 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 1 month 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 2 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 2 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 3 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 3 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 3 months ago

Very informative and walk you through each step. Highly recommend

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Hannah McCluskie 3 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 4 months ago

Great service & attention to detail.

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Michelle Gray 4 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 4 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 4 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 4 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 4 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 5 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 5 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 6 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 6 months ago

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

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Jessica 6 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 6 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 8 months ago

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

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Anthony Corsaro 10 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 10 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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Alyse Lucey 1 year ago

Our initial meeting with Matt was beyond expectations. We had a lot of questions and options up in the air and Matt went through our situation and presented a plan with so much clarity that we left feeling excited about the potential in our future for both our personal and business situations. Matt was so easy to talk to and provided advice that gave us a lot of confidence. Leaving with some things to think about and set up has started us on a new path and we look forward to the continued relationship with Matt. Thank you!

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Roger Muntadas 2 year ago

Professional, easy going and he give you advice based on your profile. Definitely I will recommend him

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M C 2 year ago

My partner and I were looking for advice to structure our finances to build our lives together, and engaging Matt and the team has been a pleasure so far. Matt is a great listener and all aspects of our needs, goals and wants were taken into account in the plan he has created for us. The entire process is seamless and easy with a lot of background administrative tasks being taken care of by him and his team on our behalf.
After going through the process ourselves, I’m now also recommending my parents as the professional advice and care that we have received is unmatched and I would love the same for them.

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Why 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.

Practical plans made for you We don’t do generic cookie-cutter advice, instead we offer tailored support that fits your 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 clients 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 urgency.

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.