Today, there are plenty of companies offering different financial services promising to help you grow and protect your hard-earned money. And if you are in Australia, you can choose to work with My Wealth Solutions.
About My Wealth Solutions
My Wealth Solutions is an independently owned financial planning company based in Brisbane that helps people in creating, growing and protecting their wealth. Regardless of what stage of life you are in, they will work closely with you in order to build a personalized and practical financial plan that will help you achieve your financial goals. They strongly believed in exceeding the expectations of their clients in each aspect of their service – from guidance and advice to planning, education, and communication.
Services They Offer
Their team of financial experts offer a wide range of wealth management services for people at all stages of life. Every service they offer is indeed tailored to your specific needs and circumstances, helping you achieve financial freedom. Here are the services they offer:
- Investment Advice
- Retirement Planning
- Insurance Through Your Super Fund
- Personal Insurance
- Business Loans
- Home Loans
- Tax Advice Brisbane
- Superannuation Services Brisbane
- Merge Your Super
- Self-Managed Super
Programs They Have
Gain a complete picture of your finances, achieve your goals, and get the most out of your financial position with a program that is tailored to your circumstances.
- Wealth Management
- Pathway to Wealth
- Foundation to Wealth
Why Choose Them?
Most people say that they are indeed different from typical financial planners and advisors. Their team will take the time to fully understand your wants, needs, and fears in order to create a custom plan that is sure to work for them. Also, they steer away from confusing language by walking you through step of the process as well as speaking in clear terms that you will definitely understand.
Their financial planner will help you with the following:
- Constant access to a reliable personal advisor
- Personal finance guidance for you needs and situation
- Financial clarity at any stage of life
- Complete support from a team of financial experts
- Adjustments to financial strategy
- Live online access to your investment information
- A comprehensive plan to achieve your goals
- Reviews of both external and internal market conditions and other influences
- Reporting and updates on your financial plan implementation and performance on a regular basis to ensure that you are still on track to achieve what is important to you
- Expert advice on insurance, super, asset protection, retirement home loans, tax, and specialist loans
If you choose to hire them, expect to have a one-on-one attention from their company founder, Ben and Guy, who will always make sure that you are comfortable and happy with your financial plan.