My Wealth Solutions in Brisbane, Queensland, Australia | Financial planner

My Wealth Solutions

Locality: Brisbane, Queensland, Australia

Phone: +61 7 3852 4114

Address: 1/18 Masters St 4006 Brisbane, QLD, Australia

Website: https://mywealthsolutions.com.au

Likes: 894

Add/Update information

Reviews

Tags

• Financial service
• Financial planner
• Financial consultant

25.01.2022 As a fellow small business, we know that small business owners walk a delicate line balancing the responsibilities of their business with the duties of family life. That’s why we’re here to support you by making sure that your personal financial world is taken care of. Find out more about how we can help now!

25.01.2022 Did you know It’s never too early or too late to start building your investment portfolio? In fact, a diversified investment portfolio is one of the cornerstones of a successful plan to achieve financial success and security. Whether you’re interested in investing in property or shares, our team of expert investment advisors is here to help. Find out more now!

24.01.2022 At My Wealth Solutions, we believe that your financial advisor should be more than just a source of once-off information. Instead, we aim to be your financial partners for life and to help you tackle whatever challenges life may throw your way. That’s exactly what we did for Hana, who sought our financial help in a time of personal crisis. See exactly how we helped below!

22.01.2022 Buying your first home is an exciting milestone on the journey to financial success and security. But knowing where to start on your home ownership journey can be difficult. That’s where we can help, by guiding you step-by-step through the financial process of preparing for and purchasing your first home. Read more now!

21.01.2022 The first cornerstone of financial success and security is getting your cash flow under control and setting a budget that is realistic for you and your particular financial circumstances. But how can you think of how to achieve your long-term financial goals when you’re struggling to pay your short-term bills? Don’t worry, we’re here to help. Find out how we can do just that now!

20.01.2022 If you’re ready to take the next step on your investment journey and purchase an investment property, there’s one thing you need to do first: secure the right investment loan for you. Determining whether an investment loan is right for you will depend on your particular financial needs and goals. Luckily, we have just the tips to help you get started choosing the right investment loan for you. Read them now!

19.01.2022 Did you know that the journey to financial security and success begins with a realistic budget and positive cashflow? Luckily, getting your cash flow under control and designing and implementing a budget you can stick to is simple - with a little bit of help from us. You see, we’re experts at helping those just like you build a brighter financial future through positive budgeting and cash flow management. Learn how now!

18.01.2022 With housing prices ever-increasing, achieving that special milestone of purchasing your first home can feel more difficult than ever. But purchasing your first home is possible - with the right kind of financial advice to get you from where you are now to where you want to be. And we’re here to give you exactly the right kind of advice. Find out more now!

17.01.2022 While you focus on making sure your business continues to flourish, who’s taking care of your personal financial world? Why we are, of course! We specialise in making sure small business owners are personally on track to achieve financial success and security. Read more about how we can help now!

17.01.2022 Before buying your first (or next!) dream home, it’s important to first secure a home loan that is right for your unique financial circumstances and needs. We’ve helped those just like you find the right home loan for them while making the process as simple and stress-free as possible. Want to know how? Find out below now!

17.01.2022 As fellow small business owners, we know you’re doing your best to help your business flourish. But while your energy is focused on your business, who’s making sure that your financial world is taken care of? Why we are, of course! Our team of experienced financial advisors can help ensure you’re on track to achieving financial success and security. And if you’re not, we’ll help you get there. Learn more now!

17.01.2022 It’s never too late to start investing and you don’t need a fortune to get started. In fact, investing is a lot more accessible to the everyday family than you may think. All it takes to start your journey is the right investment strategy for you and your needs. Luckily, that’s exactly where our team of investment experts can help. Want personalised investment advice, a breakdown of the different types of investment options and their benefits and downsides and an experienced investment professional by your side for the whole journey? Click below to learn more about how we can help!

14.01.2022 Transitioning from working life to retirement should be a time filled with possibility for all the things you can do. It shouldn’t be a source of worry about your financial future. That’s why our team of professional retirement advisors aim to help you make the transition to retirement while knowing that your financial world is taken care of. Learn more about how we can help you now!

14.01.2022 Superannuation is one of the biggest investments you can make in your lifetime. That’s why it’s so important that your super is optimised for you, your unique financial situation and your particular financial goals. But how can you make sure that your super is working hard for you? By sitting down to discuss it, and your overall financial world, with our experienced team of professional superannuation advisors. Learn more now!

13.01.2022 At My Wealth Solutions, we understand facing the loss, or impending loss, of your job through redundancy can be an extremely stress-inducing time. But it doesn’t have to! Understanding how your redundancy may impact your financial world and how you can get back on track to achieving financial success and security is easy - with our comprehensive guide to redundancy. Read it now!

13.01.2022 Interested in utilising Exchange Traded Funds (or ETFs) in your investment strategy but aren't sure whether they are right for you? We're happy to announce that we recently collaborated with Canstar to bring you a comprehensive guide to the pros and cons of investing in ETFs. Read it now! And when you're finished, don't forget to check out the rest of Canstar's ETF guide for more information on this investment option.

12.01.2022 After the year that was, there’s never been a better reason to start 2021 off on the right foot and get your financial future sorted. But how exactly can you ensure that you’re on the right track financially? Why, by taking a look at our 7 resolutions for financial success in 2021, of course! Go on, what are you waiting for.

11.01.2022 It’s the growing investment trend that has both seasoned and new investors asking questions. But what exactly is ethical investing and how does this world-friendly alternative to traditional investing differ from its counterpart? Our guide to ethical investing breaks down everything you need to know as well as sharing a few of our thoughts on its pros and cons. Read it now!

11.01.2022 We’ve said it before and we’ll say it again: superannuation is one of the biggest investments you can make in your lifetime. Unfortunately, it’s one that many everyday Australians aren’t making the most of. Luckily, our team of superannuation experts is here to help you get your super sorted. Find out how now!

09.01.2022 Have you heard the news? Implemented from the 24th of September, the rates of payment for both the JobSeeker and JobKeeper programs have changed. From the 24th of September 2020, the rate of payment for JobSeeker with the coronavirus supplement has dropped to $250 per fortnight. Similarly, from the 28th of September, the JobKeeper rate dropped to $1200 per fortnight for full-time employees and to $750 for those who worked less than 20 hours a week on average during the months... of February or June 2020. As your dedicated team of financial experts, we wanted to answer your questions on how these changes may impact your financial world: Q: I’m currently receiving JobKeeper. How will the changes affect me? If you’re employed full-time and currently receiving a JobKeeper payment from your employer, it’s likely that nothing will change on your payslip except a change in how much of your regular income your employer pays you and how much comes from the JobKeeper program. If you are a part-time employee or work casually for less than 20 hours a week on average, however, you may be currently receiving more than you would have usually earned due to the JobKeeper top-up. With the JobKeeper rate for part-time employees being cut back to $750 per fortnight from the 28th of September, your pay slip may show a return to your pre-JobKeeper income level. Q: I’m currently on a JobSeeker payment. What should I be prepared for? If you’re currently on a JobSeeker payment with the coronavirus supplement, the upcoming changes to payment rates are likely to affect you the most directly. From the 24th of September, your payment rate will be decreased to $250 per fortnight. However, while the rate of the JobSeeker payment is being reduced, the amount of income you can earn per fortnight before your JobSeeker payment is affected is increasing. From the 24th of September, the amount of income you can earn before your JobSeeker payment is affected will increase to $300 per fortnight, resulting in a total possible fortnightly income of $550 per fortnight.

04.01.2022 The ongoing effects of COVID-19 have impacted a number of different aspects of the financial landscape in Australia, including the investment property market. As your dedicated team of financial experts, we decided to break down what has changed and what you need to know about investing in property in 2020. Read our take now!

03.01.2022 The unexpected can get in the way of even the best financial intentions. If you have recently experienced or are currently experiencing a sudden personal injury or illness, you’d know this better than anyone. But experiencing a personal injury or illness doesn’t have to mean saying goodbye to your plans to achieve financial success and security. We’re here to help de-stress your financial world and get you back on track. Find out how today!

02.01.2022 We know you work hard to earn a higher-than-average wage. So we’re here to make sure that your money is working just as hard to help you achieve every single one of your financial goals and a brighter financial future. Whether you’re wondering if your investment strategy is right for your particular financial goals, are struggling to plan for your retirement or are just looking to lower your tax obligations, we’re here to help. Find out more today!

01.01.2022 We know you’ve worked hard to grow your wealth, that’s why we’ll work even harder to make sure your wealth is working just as hard for you. But one of the keys to financial success if ensuring your wealth is managed and structured in way that is suited to your financial goals. And our team of experienced wealth management professionals can help you do just that, and more. Find out more now!