My Wealth Solutions - Financial Advisors in 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
Reviews
Reviews are taken from publicly available sources.
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.
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.
I've been using MWS for over 3 years and am really happy with the progress and performance
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.
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.
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 🌟
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.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Discovery Wealth Advisers | ★ 5,0 | 251 | No |
| 2 | AD Advisory ® Certified Financial Planner ® Sydney | ★ 5,0 | 78 | No |
| 3 | CFV Advisory (formerly CFV Services) | ★ 5,0 | 56 | No |
| 4 | Your Private Advisers, Independent Financial Planner Sydney | ★ 5,0 | 27 | Yes |
| 5 | Committed Financial Planning - Sydney | ★ 5,0 | 25 | No |
| 9 | My Wealth Solutions - Financial Advisors in Sydney (this page) | ★ 4,9 | 42 | No |

