My Wealth Solutions - Financial Advisors & Planners

"Josh Bareham and the team from My Wealth Solutions have been great to take our financial planning to the next level as we start looking ahead towards retirement. They have given us plenty of helpful hints and tips and their advice is always timely."

"My Wealth Solutions have been outstanding. I was a bit sceptical leading into my initial appointment however all concerns were gone immediately. Daniel has made me feel comfortable and has been extremely easy to talk to about my financial goals. He and his team have kept me in the loop throughout the entire process. Great communicators, extremely professional and have made everything easy. I’m excited about my financial future and look forward to seeing the results we can achieve. Thanks to Dan and the team."

"Cory, Adam and the team at My Wealth Solutions have been so helpful, supportive and responsive throughout the whole process of implementing a financial plan. Thank you!"

"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 Nikki in particular, and the My Wealth Solutions organisation as a whole."

"My experience with My Wealth Solutions has been nothing short of amazing. I was asked what my goals were and Nikki and the team formulated a clear plan for me to reach these goals. I'm now on track to financial freedom and I can't recommend the team enough!"