At My Wealth Choice, we’re a fee-for-service financial planning firm based in Sydney, with a clear mission:
To help tech professionals like you make smarter choices with your money—so you can build wealth, save on tax, and create the freedom to live life on your terms.
We understand that your compensation isn’t simple. Between RSUs, bonuses, salary packaging, and a fast-paced career, there’s often little time left to build a financial plan that actually works for you. That’s where we come in.
When you work with us, you’re not getting cookie-cutter advice—you’re getting a strategy built around your unique life, career, and goals.
Here’s what sets us apart:
Independent, Conflict-Free Advice
We don’t accept commissions or kickbacks—ever. The only people who contribute to our success are our clients. That means every recommendation we make is 100% in your best interest.
Tailored Strategies for Tech Professionals
From equity compensation to tax planning, we speak your language. We help you manage risk, optimise opportunity, and stay in control—whether you’re planning for early retirement, a startup leap, or just want to minimise the tax you pay.
Transparent, Ongoing Support
We’ll guide you from the initial Financial Road Map through to execution, and beyond. You'll always know what’s happening with your plan, why we're recommending it, and how you're tracking.
Giving Back While Moving Forward
We believe financial advice should do more than just serve the individual—it should create impact. That’s why we commit at least 1% of our revenue to a charity of your choosing. Together, we help promote greater choice and prosperity for others too.
Company Details
- Employees
- 5
- Founded
- -
- Address
- Sydney, Au
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.mywealthchoice.com.au
- HQ
- Sydney
My Wealth Choice Questions
My Wealth Choice's website is http://www.mywealthchoice.com.au
My Wealth Choice's LinkedIn profile is https://au.linkedin.com/company/my-wealth-choice
My Wealth Choice has
5 employees.
View email and phone details for 5
employees at My Wealth Choice.
My Wealth Choice's industry is
Financial Services
My Wealth Choice's categories are Financial Services
My Wealth Choice's founding year is 2024
