Best interest financial advice delivered
Australia-wide.

About My Wealth Garden

My Wealth Garden has a goal to provide holistic, financial advice to all Australians. Wherever you live in this great country, from the outback to the coast, our goal is to deliver advice to you efficiently, effectively and independently. We use the latest technology to deliver best interest advice when it suits you, in your own time.

Our team of advisers are trained to make your life easier when looking for financial advice.

Like a well planted garden, we use a holistic method to look at your personal needs and goals, and consider all types of strategies including taxation, investment, estate planning, superannuation, family situation to achieve the investment environment best for you.

Engage My Wealth Garden

To start your financial journey, answer a few short questions & choose a financial advice package.

Start Now

My Wealth Garden Benefits

Be involved in the preparation of your bespoke, customised advice as little or as much as you like.
We provide state of the art tools to engage you in the process from end to end.

Quality financial advice at your fingertips

You can be located anywhere in Australia and receive the same access to best interest, quality financial advice by accredited professionals as if you were sitting in a capital city office with your adviser. We can deliver advice to you via telephone, video call or face to face. The choice is yours!

Quality advice & relationship

Our online tools allow you to provide us information at your own pace via our secure online portal. This allows our meeting time together to be better spent having quality and meaningful discussions centred around developing personalised strategies and advice to help you reach your goals.

Efficiency in delivering financial advice

By using our online tools you can choose the time and place to have deep conversations with your significant other to formulate and document your life goals. Our process allows you to take control of your time and have more flexibility to prepare the foundation financial plan for your life journey.

Better outcomes – more time is spent on finding the strategy

We receive your information before we meet with you allowing more of our time to be spent reviewing, analysing, researching, strategising and producing quality advice.

Speed of delivery & more efficient processes

It starts with you. The faster you provide your information  to us, the faster we can prepare and present quality advice to you.

Privacy/ Confidentiality

Your privacy and data security is paramount. Utilise our online client portal and know with confidence that your information is safe with bank level security. Make your portal even more secure by enabling multi-factor authentication.

Slide
“Professional yet personalised and always helpful and friendly with whatever our needs require. They have made our lives less stressful with retirement planning and future endeavours.”

Moira and Barry L

Slide
“Reliable and personal attention from Robert and his team! We have seen our portfolios develop safely in line with our plans. Great guidance!”

Ian H

Slide
“Great professional service always delivered on time.”

David B

previous arrow
next arrow

Our Online Process

  1. Answer a few short questions about your goals, current situation and structure
  2. Enter your contact details
  3. Formerly engage our services by agreeing to our Terms and Conditions
  4. Create your free account in our secure client portal and activate via email confirmation
  5. Complete a client questionnaire which will allow us to establish your current position and how much investment risk you are comfortable with (option to upload supporting documents)
  6. One of our qualified Financial Advisers will collaborate with you to explore different options and identify strategies that could help you reach your financial goals
  7. We will provide a quote to prepare advice personalised to you, your situation, goals and objectives
  8. Together we develop a strategy for implementation, growth and financial success
  9. We will prepare and present your personalised advice in person or via phone or video call
  10. Upon implementation, you become our client and we will monitor, review & provide ongoing advice

Need to chat?

Reach out to our experienced online customer service team via our online chat.

Click the Chat icon ->

Safe & Secure

Our online client portal is safe and secure.
It utilises bank level security trusted by more than 60 million people worldwide and is read-only ensuring no transactions take place.

My Wealth Garden

The information provided on and made available through this website does not constitute financial product advice. The information is of a general nature only and does not take into account your individual objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice. We recommend that you obtain your own independent professional advice before making any decision in relation to your particular requirements or circumstances. Australian Advice Network does not warrant the accuracy, completeness, completeness or currency of the information provided on and made available through this website. Past performance of any product discussed on this website is not indicative of future performance.

ABN: 69 653 961 767 AFSL: 537415

© My Wealth Garden Pty Ltd - part of the Sedley Koschel Financial Group (est. 1973) An award winning holistic financial services firm