My Wealth Choice
Company

My Wealth Choice

Financial Services Sydney, New South Wales, Au 5 employees
Employees
5

My Wealth Choice Overview

Headquarters
Sydney, New South Wales, Au
Industry
Financial Services
Employees
5
Founded
2024
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About My Wealth Choice

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.

My Wealth Choice Contact Details

People in AeroLeads
3

My Wealth Choice Org Chart

Sample employees and titles
Name Title Contact
Jayar Delos Santos Insurance Advisor at Sun Life of Canada
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Ann Marie Quan Fun Client Care Manager at My Wealth Choice
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Mo Shouman I Help Tech Professionals Make Tax
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Employees by Management Level

Individual contributor 2 profiles
Manager 1 profile

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