My Wealth Solutions

My Wealth Solutions

Financial Services Queensland, Au 44 employees
Employees
44
Contacts
4
Emails
4
Phones
2

My Wealth Solutions Overview

Headquarters
Queensland, Au
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
44
Founded
2011
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About My Wealth Solutions

My Wealth Solutions is a financial planning firm with offices in Brisbane & Sydney. We are dedicated to helping everyday families all over Australia create bright and secure financial futures. Our aim is simple: to help you achieve your dream financial future by empowering you to make smart financial decisions. We do this by providing achievable financial advice that is tailored to your personal financial situation. We’re not owned by a big bank or other institution, which means our advice will always have your best interests at heart. And we’ll never leave you in the dark when it comes to explaining why we’re doing what we do. No matter what your current financial situation is, we work together with you to create a personalised financial plan designed from the ground up to help you achieve your specific financial goals. We take the time to personally get to know your current financial situation, goals and dreams. This allows us not only to develop a customised financial plan just for you but also to ensure we’ll be able to help you at every step along the way. We provide clarity and direction as you work towards securing your financial future, so you can successfully navigate any challenge that comes your way with ease. By becoming a part of the My Wealth Solutions Community, you will gain: - Access to a dedicated financial advisor at all times - Financial clarity at every stage of your journey - A financial plan designed just for you from the beginning - Regular reviews and adjustments to ensure your financial plan always reflects your current situation - A team of financial professionals at your fingertips - A practical path to get from where you are now to where you want to be - Answers to every single one of your questions - The confidence of knowing your financial future is secure and on track With My Wealth Solutions by your side, achieving your financial goals and securing your future has never been easier.

My Wealth Solutions Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
2
50.0% coverage

My Wealth Solutions Org Chart

Sample employees and titles
Name Title Contact
Hayden Wilson I Help High-income Millennial
Email
Guy Freeman Director
Email Phone
Benjamin Budge Director and Senior Financial Advisor
Email
Matt Leech Senior Financial Advisor - Wealth
Email Phone

Employees by Management Level

Individual contributor 17 profiles
Director 3 profiles
Associate / junior 2 profiles
Manager 1 profile
Senior / Lead 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 5 5 1
Sales 2 2 0
General 1 1 0
Executive 1 1 0
Operations 1 1 0

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