Thanks for considering My Wealth Strategy for your wealth management needs. We are confident that this will be a major step towards achieving your financial goals, and minimising the time & stress that comes with managing these affairs.

When you first receive advice from My Wealth Strategy, we follow the following process to ensure we understand you and your situation, and what is important to you:

We call you to build a snapshot of your current financial situation (assets, liabilities, income and expenses etc), so we can start to consider what strategies may be appropriate for you.

⇓

We sit down together and build upon what we already know about you. We want to get to know you as best we can - about where you are now, about your expectations, and about how you would like to live your life. Your first meeting is about getting to know each other and making sure that you are comfortable partnering with us, and that we understand what your goals are.

⇓

We go away and research the available options to help achieve your financial goals, which we then prepare our advice for your consideration. With our knowledge, expertise, experience and guidance, you will be partnered with qualified professionals who are only committed to helping you realise your financial potential.

⇓

You will receive a personalised plan, which will outline where you’re at now, where you want to be in the future, and the recommendations to help you get there. This plan known as a Statement of Advice (SoA) will also detail any product recommendations we make, and disclose all the fee’s that may be applicable, as we aim to be transparent in all aspects of what we do.

⇓

We will help you lodge, apply, complete, follow up and organise all documentation where possible. Our objective here is to ensure everything is completed as easily and efficiently as possible for you.

We keep you updated all the way through the implementation stage and will confirm completion of the original tasks when done. We may also offer advice on further steps we believe you may benefit from.

Once you become a valued client of our firm, we provide you with ongoing advice and support to ensure you are on track to reach your goals and objectives, and any adjustments that are needed due to changes to your circumstances or changes to legislation that effect your situation

The strategy’s we implement are generally NOT ‘set and forget’ – we offer our clients the opportunity to regularly meetings to review how things are progressing. Our ongoing guidance & strategy adjustments (as required) ensures you stay on track to achieve your goals.

Getting the right financial advice can change your life for the better. It gives you the confidence that your future plans are on track and achievable.

At My Wealth Strategy, we can help you:

›  Identify, plan for and achieve your financial goals  ‹

 ›  Make the most of your money  ‹

 ›  Get any government assistance you're entitled to  ‹

 ›  Feel more in control of your finances and your life  ‹

 ›  Avoid expensive mistakes  ‹

›  Protect your assets  ‹

We are committed to providing you with a superior level of service that is second to none. We understand the importance of the right advice, to ensure that you are on the path to financial success.

Financial Service Guide

Adviser Profile

Privacy Policy