My Wealth Solutions Pty Ltd is a family-owned financial planning and wealth management firm led by directors Ben Budge and Guy Freeman. The team comprises expert financial advisors who provide practical and tailored financial advice. My Wealth Solutions Pty Ltd assists families in navigating everyday economic challenges. Collaborating closely with clients, the team creates personalized financial plans from the ground up to help individuals achieve their specific financial goals. All services are customized to each client's unique financial circumstances, needs, and desires. The team helps clients understand current and future investment opportunities, guiding them on managing superannuation and assets. The goal is to support clients in realizing their financial dreams by making informed and wise financial decisions. My Wealth Solutions' financial experts are well-equipped to assist everyday families in overcoming life's challenges. Their financial advice and planning make it accessible and achievable to tackle financial challenges and reach financial goals. Expert advice is readily available with a simple phone call, ensuring clients have a trusted advisor to simplify every financial decision.
UNIQUE FACTS:
• Free Consultation.
• Online Appointments.
• On-site Services.
• Dedicated Financial Experts.
3 Best Financial Services in Brisbane, QLD
Expert recommended Top 3 Financial Services in Brisbane, Queensland. All of our financial services actually face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence.
MY WEALTH SOLUTIONS PTY LTD REVIEWS
Absolutely excellent service from Cory Behrens and Adam Chandler who supports him. Cory is extraordinarily knowledgeable and a great listener who has helped set me on the path to retirement by taking into consideration all aspects of my financial situation and future desires. He is thoughtful and personable and explains things in layperson's terms for me.I am very happy with the service and recommend him without reservation.
Cory and his team have made my transition to retirement stress free and easy to understand. They are extremely professional and easy to talk to. Everything was explained in simple terms. They were extremely couteous and patient with any queries or questions I had. I recommend My Wealth Solutions to anyone needing advice and support to secure their financial future.
From the very beginning, My Wealth Solutions took the time to understand my financial goals and risk tolerance, tailoring a comprehensive investment strategy that aligns perfectly with my needs. Their proactive approach to market trends and timely adjustments to my portfolio have yielded good results.
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Tupicoffs The Independent Financial Planners has held the esteemed position of Australia's most respected independent financial planning practice for over 50 years. Their team of financial planners boasts degree qualifications and a dedicated commitment to continuous professional growth and knowledge enhancement. With extensive experience engaging with clients and devising solutions for life's challenges, Tupicoffs' professionals are well-equipped to guide clients in achieving their financial goals. The team collaborates closely with clients to formulate and execute personalized financial plans. Tupicoffs tailors their fees based on the individual client's requirements and the complexity of the work involved. This commitment to ongoing professional development sets them apart, ensuring they are exceptionally qualified to address clients' financial planning needs. Clients who seek Tupicoffs' services appreciate the value of sound advice and the advantages of their fully independent financial planning model. Throughout the planning process, the team thoroughly considers and discusses alternatives, aiding clients in comprehending their choices and associated trade-offs. Once decisions are made, Tupicoffs assists clients in implementing their financial plans. Embark on your financial journey with Tupicoffs, the Independent Financial Planners, and start shaping your financial future today.
UNIQUE FACTS:
• Online Appointments.
• On-site Services.
• Initial Meeting Available.
• Leading Independent Financial Planning Company.
• Professional Skills & Knowledge.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
TUPICOFFS THE INDEPENDENT FINANCIAL PLANNERS REVIEWS
We consider ourselves fortunate to have Tupicoffs looking after our financial portfolio. The Tupicoffs team is always helpful & pleasant to deal with. Our financial advisor, Mark Milner, has consistently provided us with sound advice, professional service and his proficient management of our funds reflects his considerable expertise. We have confidence in Mark’s & Tupicoffs’ handling of our financial affairs. They keep abreast of market trends, have their finger on the pulse and, importantly, communicate well with us when needed. For us it is reassuring to know that our nest egg is being managed by Mark & Tupicoffs, who do worry about our money for us!
Tupicoffs provided invaluable assistance to me as I needed to transition from managing my solely private investment in domestic real estate into a much more diverse portfolio. They helped negotiate the market drop during early Covid with a steady hand, as well as other difficulties. While I liaise with my excellent personal advisor, the entire highly educated and well-trained Tupicoff team examines all financial decisions so that I have, at every step, been listened to, well-supported, and certain that my current and future financial security continues to be in excellent hands.
The service and advice we receive from Tupicoffs is first rate and very professional. The advice is always considered and tailored to suit our specific circumstances and expectations. We would have no hesitation recommending Neil Kendall and the whole team at Tupicoffs. We DON’T worry about our money because they do.
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Dalton Financial Partners is the premier choice for Financial Advisers/Planners catering to high-income earners, business owners, and self-funded retirees in Brisbane. Joshua Dalton, a Certified Financial Planner and director, leads the team. They operate from Sandgate and Coolum Beach and specialise in Financial Advice and Planning. Their comprehensive financial advice and planning services encompass retirement and tax-effective investment strategies. The team focuses on seizing every opportunity to optimize your wealth's growth and tax-efficient management. Their approach involves understanding your priorities to craft a 'financial plan with purpose.' By aligning with what truly matters to you, they aim to maximize wealth effectively, enabling you to live your desired life. Dalton Financial Partners emphasizes the significance of clear and meaningful goals as the foundation of all financial plans. They believe in giving money a purpose, with your goals as the cornerstone of their strategies and advice. Serving clients from various areas, including North Brisbane, Brisbane CBD. Dalton Financial Partners invites you to contact them to schedule an appointment.
UNIQUE FACTS:
• Meetings Are Available.
• Online Appointments .
• On-site Services.
• Specialist Financial Advice.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
DALTON FINANCIAL PARTNERS REVIEWS
We've been really impressed with the support from Josh and his dedicated team. They take the time to listen to your needs and help guide you with a list of financial options available to you, so you can make an informed decision for your financial goals. Coming into our second year working with the Dalton team, we're looking forward to what the future will bring. Thanks to the expert (and patient) team at Dalton Financial Partners who are always so friendly and supportive.
I have been involved with Dalton Financial Partners for over 10 years. I have always found all members of the team to be friendly, approachable and professional. Their service has always yielded excellent financial results. Most recently, the Dalton team have been exceptional in handling my affairs during very difficult family circumstances.
Josh & the team are exceptional at what they do. They are not interested in selling you products but want to understand your goals and help implement this wealth plan today and for the future. Highly recommend having them apart of your journey to financial freedom.
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