We help everyday people transform their financial futures through genuine, holistic financial planning. Our expert financial advisors tailor their advice to your needs, focussed on achieving your goals.
We’ll help you navigate Life’s events
Genuine, holistic financial planning.At My Wealth Solutions, our aim is simple: to help you achieve your dream financial future by empowering you to make smart financial decisions.
ABOUT US
We help everyday people transform their financial futures.
My Wealth Solutions
For every stage of your journey:
Starting out
We help people take those first steps with confidence – by turning uncertainty into clarity and financial ambition into a structured plan.
Scaling up
You’ve worked hard, now you’re ready for the next chapter – growing your wealth, securing your future, and setting up a lifestyle that you design.
Managing wealth
You’ve spent years building your wealth. Now, it’s time to protect it, and ensure it continues to serve you, your family, and future generations.
We are award-winning financial planners
Meet Our Advisers
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Ben Budge
Co-CEO & Head of AdviceBen is a founding partner of My Wealth Solutions. He works as Co-CEO and Head of Advice, as well as serving high-net-wealth clients. He is passionate about helping his clients achieve their financial goals.
FEATURED EXPERTISEHigh-Net-WorthInvesting & Portfolio ConstructionLoan Structuring & Debt RecyclingProperty InvestingRetirement PlanningSelf-Managed Superannuation FundsTax Planning & StructuringWealth InvestingWealth Management
Cory Behrens
Financial AdvisorCory has been an adviser since 2016. He specialises in providing goals-based advice with a holistic approach, and enjoys seeing his clients achieve their financial goals and feels privileged to be part of their success.
FEATURED EXPERTISEFamilies scaling upHigh-income PlanningInheritance or Lump-sum PlanningInsurance & Risk AdviceInvesting & Portfolio ConstructionLoan Structuring & Debt RecyclingProperty InvestingSelf-Managed Superannuation FundsWealth Management
Daniel Judge
Financial AdviserDaniel started working in the financial planning industry in 2018 and became a Financial Advisor in 2022. He is passionate about helping young families.
FEATURED EXPERTISEFamilies starting outInsurance & Risk AdviceInvesting & Portfolio ConstructionLoan Structuring & Debt RecyclingProperty InvestingRetirement PlanningTax Planning & StructuringWealth Creation
Hayden Boglary
Financial AdviserHayden has six years of experience within the financial services, starting within asset finance before progressing into financial planning. Hayden understands the importance of forming trusted relationships with clients to provide strategic advice specific to their goals and objectives.
FEATURED EXPERTISEFamilies scaling upHigh-income PlanningInvesting & Portfolio ConstructionLoan Structuring & Debt RecyclingRetirement PlanningSelf-Managed Superannuation FundsTax Planning & StructuringWealth CreationWealth Management
Izzy Tittor
Financial AdvisorIzzy has been working in the financial planning industry since 2017 and is passionate about providing the best possible experience to his clients. Izzy is an expert in veteran financial planning.
FEATURED EXPERTISEFamilies scaling upFamilies starting outInsurance & Risk AdviceInvesting & Portfolio ConstructionLoan Structuring & Debt RecyclingTax Planning & StructuringVeteransWealth Creation
Hayden Wilson
Financial AdviserHayden ran a series of successful businesses helping individuals in the human behaviour & performance coaching space before making the switch to focus purely on helping others build, grow and protect their wealth.
FEATURED EXPERTISEFamilies starting outHigh-income PlanningInsurance & Risk AdviceInvesting & Portfolio ConstructionLoan Structuring & Debt RecyclingRetirement PlanningTax Planning & StructuringWealth CreationYoung Professionals
Josh Bareham
Financial AdvisorJosh has worked in financial planning industry for seven years, with a history of specialised advice for medical professionals.
FEATURED EXPERTISEFamilies scaling upFamilies starting outHigh-income PlanningInheritance or Lump-sum PlanningInvesting & Portfolio ConstructionLoan Structuring & Debt RecyclingProperty InvestingRetirement PlanningWealth Creation
Sam McQueen
Financial AdviserSam graduated from the Queensland University of Technology in 2020 with Distinction, majoring in Finance and Management. More recently, she has completed her Graduate Diploma of Financial Planning from Kaplan in 2023. She started working full-time as a Financial Adviser in 2024
FEATURED EXPERTISEFamilies scaling upFamilies starting outInsurance & Risk AdviceInvesting & Portfolio ConstructionRetirees & Aged CareRetirement PlanningTax Planning & StructuringWealth Creation
Matt Leech
Senior Financial AdviserMatt has over 15 years of experience as an advisor and business owner. He has worked with a broad range of different clients, across different organisations, including his own financial planning firm. Matt joined My Wealth Solutions to head up our Sydney team in 2023.
FEATURED EXPERTISEFamilies scaling upHigh-income PlanningHigh-Net-WorthInvesting & Portfolio ConstructionLoan Structuring & Debt RecyclingProperty InvestingSelf-Managed Superannuation FundsTax Planning & StructuringWealth Management
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We provide online financial planning Australia-wide, as well as at our offices located in Brisbane, Sydney, Melbourne, Gold Coast and Ballina.
