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.
Moira and Barry L
Our Online Process
- Answer a few short questions about your goals, current situation and structure
- Enter your contact details
- Formerly engage our services by agreeing to our Terms and Conditions
- Create your free account in our secure client portal and activate via email confirmation
- 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)
- 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
- We will provide a quote to prepare advice personalised to you, your situation, goals and objectives
- Together we develop a strategy for implementation, growth and financial success
- We will prepare and present your personalised advice in person or via phone or video call
- 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.