My Wealth Solutions - Financial Advisors & Planners

My Wealth Solutions is a financial advisory firm that has been operating for over 14 years. It has a team of 55 across five locations. The investment committee is chaired by Emmanuel Calligeris, who has over 30 years of experience in funds management. Every plan is delivered through the proprietary CAREphilosophy® framework. The team has been named GPS Wealth Practice of the Year. Guy Freeman is Co-founder and Director and has around 20 years of experience in holistic financial planning and wealth management.

Ben Budge is a founding partner. Cory Behrens has been an adviser since 2016 and specialises in goals-based advice with a holistic approach. Matt Leech heads the Sydney office and has over 20 years of experience as an adviser and business owner. Chloe Foster is Head of Insurance with over 20 years of experience in the financial services industry. The firm provides financial advice covering super, tax, property, insurance and cash flow.

Wealth guidance and tailored financial planning are the services customers describe most often, with several advisers named across the feedback. Evguenia is praised for her depth of knowledge and the empathetic way she listens, and reviewers say the guidance she provides is tailored rather than generic, leaving them more confident about their financial future. Daniel appears repeatedly in accounts, described as caring, knowledgeable and generous with his time when considering individual circumstances, with clients noting how he helps them make informed decisions.

Hayden Wilson is mentioned for combining sound advice with a genuine human connection. A recurring theme is the patience shown when explaining complex matters and answering questions, alongside the willingness of the team to point people in the right direction even when they cannot assist directly. Clients consistently value the holistic approach, the personal attention and the expertise brought to each situation. Most comments focus on the confidence gained from the process and the long-standing relationships built with their adviser, with ongoing guidance and clear explanations described as the foundation of that trust.