My Wealth Solutions

My Wealth Solutions has been offering investment advice in Brisbane and surrounding areas for a number of years, and our investment strategies are delivered according to our C.A.R.E process: Core Investments (40%-100% portfolio depending on risk profile) Active Investment (0%-20% portfolio depending on risk profile) Reserves (Retirees 4 years worth of spending/Working Income Protection and Emergency Fund) Enhanced Returns (0% - 35% depending on risk profile) Our funds are split into these four buckets and it's a process that been designed to: Provide easy communication so we can provide you with a straightforward way of understanding WHY you hold every investment in your portfolio. Give you the confidence that your portfolio will deliver the long term returns we need for you to reach and maintain your retirement goals. Work in the real world, where the biggest risk is that investors make big mistakes, particularly when markets are at extreme highs or lows or periods of high volatility. Throughout our meetings we will provide you further details about our C.A.R.E investment process. We strive to stay ahead of investment trends to deliver the most accurate and sound investment strategies. It is important to realise that as your portfolio grows your needs will change, and with this comes minor adjustments and modifications to your investment strategy. We help you to grow and adapt your investment strategy as your wealth grows to ensure you are always on track to achieving your financial goals. We also offer specialised investment strategies for business owners that address their specific needs not normally provided for in traditional investment strategies. This specialised strategy will provide an intelligent financial roadmap for your business and personal portfolio and ensure long term financial success. To Create, Grow and Protect your Financial Future, Contact Us Today.