Financial planner · Brisbane

My Wealth Solutions

Statement of Advice from $3,300 (fee-for-service)

AFSL-licensed financial planning firm with 25 advisers in Newstead, Brisbane. Specialises in wealth accumulation, retirement planning, business owners.

Is My Wealth Solutions a good financial planner?

My Wealth Solutions is an established financial planner provider based in Brisbane, Australia. AFSL-licensed financial planning firm with 25 advisers in Newstead, Brisbane. Specialises in wealth accumulation, retirement planning, business owners. Pricing is statement of advice from $3,300 (fee-for-service).

Profile information cross-referenced against public sources at time of publication. Verify a provider's current credentials directly with the relevant Australian regulator before engaging.

Key takeaways

  • My Wealth Solutions is profiled in our independent financial planner directory.
  • Primary location: Brisbane, Australia. Pricing: Statement of Advice from $3,300 (fee-for-service).
  • Best for: AR of AFSL 254544.
  • Website available for direct booking.
  • Compare with alternatives in our 2026 national ranking.

What My Wealth Solutions offers

AR of AFSL 254544
FAAA member
CFP-credentialled lead adviser
Fee-for-service (no commissions)
25+ advisers on staff
Newstead based

Common questions

My Wealth Solutions FAQs

Is My Wealth Solutions reputable?

My Wealth Solutions is profiled in our independent directory based on public records and the provider's own published information. We do not yet aggregate review data for this category.

How much does My Wealth Solutions charge?

My Wealth Solutions's pricing falls in the "Statement of Advice from $3,300 (fee-for-service)" range. Exact quotes depend on the specific service and scope — request a free written quote to compare before committing.

Where is My Wealth Solutions based?

My Wealth Solutions is primarily based in Brisbane, Australia, and serves clients across Brisbane and surrounding areas. Check with the provider directly for specific service-area coverage.

What are the alternatives to My Wealth Solutions?

Our independent ranking of the top financial planner in Australia includes Stanford Brown, Apt Wealth Partners, Crystal Wealth Partners. Each has different strengths — see our comparison for a side-by-side breakdown.

How much does a financial planner cost in Australia?

Initial advice (Statement of Advice): $3,300-$5,500 typical, up to $8,000 for complex situations. Ongoing advice: $3,000-$8,000/year for $500k-$2M households. Hourly: $300-$600/hr. Robo-advice (Stockspot, Six Park): $50-$140/month. Many planners offer free 30-minute initial discovery calls before you commit. Fee structures matter: flat fees are typically better for clients than asset-based fees (which penalise portfolio growth) or commission-based fees (banned for most products since 2014).

How do I find a financial planner I can trust?

Verify on ASIC Financial Adviser Register (moneysmart.gov.au) — every licensed adviser is listed with qualifications, employment history, and any disciplinary action. Look for: CFP (Certified Financial Planner) or higher qualification, independent or non-aligned (not owned by a bank), upfront transparent fees, willingness to walk you through their fee structure, listening to your goals before recommending products. Avoid: anyone who recommends specific products before understanding your situation, "free" advice that's actually commission-based.

Should I trust my bank's financial planner?

Bank planners can be competent but face structural conflicts: limited product approval lists (often only their bank's in-house funds), pressure to meet sales targets, less competitive insurance pricing. Generally fine for: super consolidation, basic insurance review, mortgage-related advice. Independent planners are better for: complex investments, retirement strategy, aged care, estate planning, business owners. Always check the ASIC Financial Adviser Register to verify their qualifications and any past disciplinary actions.

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