Helping everyday families achieve financial security through tailored financial advice and planning. With our financial advice and planning, tackling your financial challenges and reaching your goals is made easy and achievable. Our team of financial experts are uniquely positioned to help everyday families overcome whatever life throws at them.
We help you make smart decisions along the way to ensure your financial dreams will become your future reality. With expert advice just a phone call away, you'll always have an advisor by your side to make every financial decision easier. That means the strategies we recommend will always be focused on helping you reach your goals, whatever they may look like.
We help you make smart decisions along the way to ensure your financial dreams will become your future reality. With expert advice just a phone call away, you'll always have an advisor by your side to make every financial decision easier. That means the strategies we recommend will always be focused on helping you reach your goals, whatever they may look like.
Services
Your team of expert financial advisors providing practical financial advice tailored to you. By providing achievable financial advice that is tailored to your personal financial situation. Our team of financial experts are here for you, no matter what financial challenge you may be facing. As a firm that has had the same core values at heart since our beginning, we understand exactly what everyday families want when it comes to financial advice.
Ben and the team have been such an asset to our wealth building journey. They're always readily available for help and advice, specific to our particular scenario. It has been a pleasure working with this team and look forward to many more interactions in the future. Having come from a planner where we were very disappointed, it has been a refreshing change dealing with Ben & the team at MWS.
My Wealth Solutions is a team built on core beliefs and values that have remained the same since our founding. Our philosophy has always been and always will be about putting the best interests of our clients first as we help them achieve financial security. But while My Wealth Solutions as a business was founded in 2011, that's not where our story begins:.
We offer tailored financial planning and advice that takes in every aspect of your financial situation. Clear, achievable and honest is just the baseline for us. We create dream retirements for everyday families. But first we make sure that your finances are on track and create the plan that is going to help you get there.
Every goal needs a plan. Our Brisbane financial advisors are here to make sure your plan is on track to turn your financial goals into your future reality. Picture this: you lie awake at night, struggling to think of a way to pay off your debt faster. Or maybe you and your partner talk in circles about your investment options but are confused about the best place to start.
Reviews (10)
Phoebe Haywood
Jan 07, 2022
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Amazing experience with the My Wealth Solutions Team. Nikki in particular is extraordinary to work with. After shopping around a fair bit, I found that I was able to really trust the team and Nikki with my financial future. Nikki listened to my goals, adjusted plans to my risk tolerance, and has been responsive in all interactions. I wouldn't go anywhere else for advice.
Vale Reategui
Jan 07, 2022
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Peter McKenzie
Nov 06, 2021
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My wife and I have known and dealt with Guy, Nikki and all the rest of the team over many years.
First came to know Guy when he was part of the CUA team and followed him over eventually to the My Wealth platform.
They assisted me with setting up a pre-retirement package to minimise my taxation situation with salary sacrifice, investments and other cost saving plans.
Nikki and others helped us enormously when I eventually retired from my Marine Engineer's career and had to deal with CentreLink to get started on a part Aged Pension as well as being self funded from my super.
They guided us through
First came to know Guy when he was part of the CUA team and followed him over eventually to the My Wealth platform.
They assisted me with setting up a pre-retirement package to minimise my taxation situation with salary sacrifice, investments and other cost saving plans.
Nikki and others helped us enormously when I eventually retired from my Marine Engineer's career and had to deal with CentreLink to get started on a part Aged Pension as well as being self funded from my super.
They guided us through
Craig Blunden
Aug 26, 2021
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Late last year my personal investments took a hit during the pandemic, so I saught out a professional financial planner to actively manage my portfolio. Since being in contact with My Wealth Solutions I have never had a doubt that my finances are great hands, they've provided me a lot of support and frameworks to continue growing my wealth at a rate that is inline (or exceeding) my future plans as well as giving me flexibility to change if my goal posts change.
There is a lot of information to go through in the initial consultation, they were patient in helping me understand what it all means
There is a lot of information to go through in the initial consultation, they were patient in helping me understand what it all means
Steele McInnes
Aug 21, 2021
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My partner and I are extremely impressed with our financial planner Nikki and the rest of the My Wealth Solutions team. From our very first meeting with My Wealth Solutions we felt welcomed and comfortable with our decision to trust them with our financial planning. Everyone we have had contact with at My Wealth Solutions has been approachable, professional and super friendly. Anything we have requested or asked for assistance with has been actioned almost immediately. We are extremely happy with the service and are looking forward to acquiring their services for many years to come. We highly recommend
Bryce Turner
Aug 20, 2021
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Aaron Handford
Mar 26, 2021
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We have been with My Wealth Solutions for a little under a year now and during this time, Nikki and the team have been absolutely fantastic to deal with! Nikki took the time to understand our financial goals and clearly detailed a realistic pathway to obtain them. The My Wealth Solutions team are very professional and are always willing to answer any questions we have. Given this, we have referred some family members to Nikki as well. We look forward to working with the My Wealth Solutions team in the future.
Tori Furner
Feb 14, 2021
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I found the introduction and set up process to be very straight forward and informative. Nikki's clear and "to the point" communicative style made me feel confident that the information and guidance I was receiving was well tested and understood.
No question was too simple or too complex, I felt the advice was tailored to my situation and Nikki took my personal interests into account when making recommendations.
I am very happy with the service. I am now in a situation where I feel as if my investments and future are in good hands, without having to invest a significant amount of my personal
No question was too simple or too complex, I felt the advice was tailored to my situation and Nikki took my personal interests into account when making recommendations.
I am very happy with the service. I am now in a situation where I feel as if my investments and future are in good hands, without having to invest a significant amount of my personal
Fi Zaranis
Feb 04, 2021
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I am so glad I took the step to work with Ross and the My Wealth Solutions team. Ross and his team are fantastic to work with as they communicate clearly and regularly and are happy to explain things to me as many times I need. They take care of all the boring paperwork and streamline the process so that it is super easy and stress-free. They are friendly and approachable and extremely knowledgeable in all matters financial. I trust Ross completely with my finances and it is so reassuring to know that mine and my son's financial future are in safe hands. I highly recommend Ross and his team to
Lloyd Manning
Jul 28, 2020
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Have had really good experiences working with Nikki, Sophie and the team at My Wealth solutions. They helped me set up a financial plan that will assist me with securing my financial future. Very friendly, professional and trustworthy. Good value for money as well, affordable rates for consultations and detailed reports. I knew I wanted a financial planner but I did not know where to start. Luckily a good friend of mine put me in touch with My Wealth Solutions. They have given me the confidence to invest in a plan for my future. Highly recommend.
