My Wealth Solutions - Financial Advisors & Planners - Newstead, Queensland

Introduction to My Wealth Solutions

My Wealth Solutions is a reputable and professional financial advisory and planning company located at 1/18 Masters St, Newstead QLD 4006, Australia. Established with a commitment to providing exceptional financial guidance, their services have earned them a glowing reputation in the financial industry. The company's phone number is 738524114, and their website can be found at mywealthsolutions.com.au.

SPECIALTIES

Financial Planner:

Personalized financial planning tailored to your unique needs and goals.

Investment Service:

Strategic investment advice to maximize your returns and minimize risk.

Property Investment Company:

Expert guidance on property investments to build wealth over time.

Superannuation Consultant:

Professional advice on Superannuation to secure your financial future.

Tax Consultant:

Comprehensive tax planning to optimize your financial position.

OTHER POINTS OF INTEREST

• Online appointments available for your convenience.
• Onsite services provided at their state-of-the-art facility.
• Wheelchair accessible parking lot, restroom, and entrance.
• Gender-neutral restroom available for all clients.
• LGBTQ+ friendly environment, ensuring everyone feels welcome.
• Appointment required for personalized service.
• Free and paid parking options available nearby.

REVIEW AND RATINGS

With an impressive total of 230 reviews on Google My Business, My Wealth Solutions has earned an outstanding average rating of 4.9/5. Clients consistently praise the company for its professionalism, expertise, and personalized approach to financial planning. Here is a brief overview of what clients have to say about their experiences:

"I highly recommend My Wealth Solutions for their outstanding guidance in helping us work towards our financial freedom goals. Their professionalism, expertise, and spot-on advice have kept us on track with our goals and made us feel completely comfortable throughout the process. The entire team have always been approachable and helpful, providing clear, reliable advice. We always recommend My Wealth Solutions to our family and friends. Thanks to Hayden and the entire team for their exceptional support"

Similar testimonials highlight the dedication of the team at My Wealth Solutions, their commitment to personalized, reliable advice, and the company's ability to foster a comfortable and welcoming environment for all clients.

RECOMMENDATION

If you are seeking a trusted financial advisor or planner, look no further than My Wealth Solutions. Their comprehensive services, combined with their exceptional client reviews and outstanding reputation, make them a top choice for anyone looking to secure their financial future. For more information or to schedule an appointment, please visit their website at mywealthsolutions.com.au. Don't miss the opportunity to work with a team that is dedicated to helping you achieve your financial goals and build lasting wealth.

👍 Reviews of My Wealth Solutions - Financial Advisors & Planners

Michael C.

5/5

I highly recommend My Wealth Solutions for their outstanding guidance in helping us work towards our financial freedom goals. Their professionalism, expertise, and spot-on advice have kept us on track with our goals and made us feel completely comfortable throughout the process. The entire team have always been approachable and helpful, providing clear, reliable advice. We always recommend My Wealth Solutions to our family and friends. Thanks to Hayden and the entire team for their exceptional support!

Samuel G.

5/5

The team at My Wealth Solutions have been fantastic! Not having much experience or understanding of how to capitalise on my future besides using my Super, Hayden and his team provided great guidance and advice on how I can diversify my savings to protect my future.

Ryleigh E.

5/5

Choosing My Wealth Solutions to handle my finances was the best decision I have ever made. Corey and his team are always willing to help and the customer service you receive is impeccable. Corey’s ability to explain your investments and make you feel safe in your decisions is truely commendable. I recommend his services to anyone looking to begin their wealth journey.

Trent

5/5

The MWS team is a friendly and motivated group that focuses on achieving the best outcomes for your situation. Their approach feels personalised rather than generic, as it is tailored to my specific goals. Corey responds in a timely manner and presents projected outcomes as questions and options are discussed, which reassures me that I am headed in the right direction to reach my personal financial objectives.

Daniel W.

5/5

My Wealth Solutions and in particular Nikki, have been fantastic in managing our portfolio. We’re not financially savvy in the slightest so it has been reassuring having the My Wealth team point us in the right direction. They make the whole process straight forward and easy to understand. Thanks again to My Wealth Solutions, we highly recommend their services.

Sammi

5/5

I have been a client of MWS for a few years now and Nikki is an amazing FA.
She is very welcoming and makes you feel at ease, as discussing your financial situation can feel quite vulnerable.
She takes great care in answering all of your questions and facilitating any help needed you have.
I would recommend Nikki to anyone who is seeking help or guidance with their financial situation.

Tricia B.

5/5

This is the first time we’ve sought financial advice at 55, looking how to best set things up to potentially transition to retirement. From our first meeting with Daniel a year ago we felt comfortable, informed and now we are on track to reach our goal of retirement. Daniel explained everything in a way we could easily understand with different options and outcomes. Everything has been so easy, transparent and it’s all tracking very well. Very professional team all round whenever I get in contact. I wouldn’t hesitate to recommend and only wish we’d have done it earlier.

Sharron W.

5/5

Josh & the team have given me confidence in knowing my new financial plan is aligned with my future goals. Providing clear, detailed plans built around my needs & aspirations. Thank you for everything you have done & the other amazing businesses you have put me in touch with.