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My Wealth Solutions - Financial Advisors in Sydney

My Wealth Solutions - Financial Advisors in Sydney

4.9(42 reviews)See reviews ↓·Sydney

About the company

My Wealth Solutions has advised Sydney clients from its George Street office for over a decade. Matt Leech is the Senior Financial Adviser who heads the My Wealth Solutions Sydney office, and he has over 20 years of experience as an advisor and business owner. Guy Freeman is Co-founder and Director, and Ben Budge is a founding partner.

The firm takes a holistic approach considering superannuation, investments, insurance, property, debt and tax position together. My Wealth Solutions provides financial advice services including superannuation, investments, insurance, property, debt and tax planning.

What customers say

Based on genuine customer reviews

Clear, patient explanations that make complex financial decisions feel manageable recur throughout the feedback for this Sydney practice. Matt Leech is named repeatedly, described as approachable, a good listener and someone who ensures every option is understood before choices are made. Cory draws comparable praise for professionalism and attention to detail when long-term plans are established. Work discussed spans retirement transition, superannuation, property investment and broader wealth building, with reviewers noting that recommendations are shaped around individual circumstances rather than offered as a generic template.

An aspect raised across a number of reviews is the absence of pressure in meetings, which leaves clients feeling comfortable and confident about their direction. Several reviewers describe the process as simpler than anticipated, with plain-language explanations making concepts accessible. Regular catch-ups and responsive contact between scheduled reviews are valued, as is the reassurance that comes from having a defined plan. Clients who arrived with specific ambitions, such as building a property portfolio, report that the team helped them explore possibilities they had not previously considered, including making better use of superannuation. The service is consistently characterised as knowledgeable and personable, with a genuine commitment to client outcomes.

Investment serviceProperty investment companySuperannuation ConsultantTax consultant
My Wealth Solutions - Financial Advisors in Sydney — Customer photo

Reviews

Reviews are taken from publicly available sources.

SF
Simon Furey28 July 2026

We could not recommend Matt Leech more highly. Matt’s guidance and personal approach to managing our financial needs made us feel so comfortable and excited about our future plans. Matt genuinely cares about his clients and goes out of his way to ensure they have the plan that best meets financial needs and a quality lifestyle.

HM
Henry Mendes21 July 2026

It's just been 6 months but my experience has been exemplary and in particular Matt Leech has provided a clear and easily explained strategy as part of transitioning to retirement. All the advice has been very sensible and tailored to my individual requirements.

SM
Sam McCleery8 July 2026

I've been using MWS for over 3 years and am really happy with the progress and performance

SS
Stefan Stojanovski30 June 2026

Disappointing Service My fiancée and I were looking to book a free consultation to learn how to better manage our finances, become more financially responsible, and develop a plan to build long-term wealth. Unfortunately, instead of receiving guidance or support, we were simply told to go to MyBudget. We were hoping for professional advice tailored to our situation, but the interaction felt dismissive and unhelpful. If you're genuinely seeking financial education and guidance, don't expect much effort to understand your needs. Overall, it was a disappointing experience and not what we expected from a service offering financial consultations.

JO
Jay Oakland24 June 2026

Great experience with My Wealth Solutions. The team were professional, knowledgeable, and easy to deal with from start to finish. They explained everything clearly, gave practical advice, and made the whole process feel simple and stress-free. Highly recommend.

EH
Emma Hartridge9 June 2026

My experience with MWS for the past 2 years has been great. Matt has been a reassuring financial support and explains the process in clear, plain language. You also don’t need to be wealthy to invest in your future - 5 stars 🌟

JM
John Milliss16 April 2026

My Wealth Solutions - 200 George Street. What an amazing view. I attended a free 90-minute session that showcased a number of pathways to create wealth for my retirement...

Financial advisers & planners in Sydney compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Sydney are compared.

RankProviderRatingReviewsOpen Sat.
1Discovery Wealth Advisers★ 5,0251No
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9My Wealth Solutions - Financial Advisors in Sydney (this page)★ 4,942No
Contact
Working hours
Monday08:00–17:00
Tuesday08:00–17:00
Wednesday08:00–17:00
Thursday08:00–17:00
Friday08:00–17:00
SaturdayClosed
SundayClosed