About My Wealth Garden
Background of the Firm
My Wealth Garden (MWG) was founded in Brisbane and the Gold Coast in 2021. MWG is a wholly owned subsidiary of the Sedley Koschel Financial Group which was formed in 1973 as part of the original Koschel Mattner Group and has evolved into the holistic financial services firm it is today.
Leadership Group
Leading the dedicated team at MWG is a partnership which brings together the best of both world’s, accomplished expertise and dynamic innovation. Together, this duo guide their committed team to helping everyday Australian’s secure their financial future.
Robert Koschel, is an award-winning Financial Adviser, Accountant and business Entrepreneur, who has been helping Australian families for over 25 years. With Robert’s wealth of knowledge & experience, he proudly heads MWG.
Team
My Wealth Garden’s strength extends beyond its leadership and is supported by a team of experienced Professionals, Financial Advisers, Certified Practising Accountants, Chartered Accountants, Superannuation Experts, Lawyers and Administrators; ensuring comprehensive support is available to every client.
Our Why
Our goal is to provide holistic financial advice to all Australians, wherever you live in this great country!
Our How
We deliver advice securely, efficiently and effectively using the latest technology, when it suits you, in your own time.
As a holistic financial services firm, we draw upon the experience and technical expertise from our highly experienced team & support network across accounting and tax, financial planning, superannuation, insurance and law to develop strategies and provide a comprehensive plan to help you achieve your goals for the creation, accumulation, protection and transfer of your wealth.
We work closely with you to help clarify and quantify your personal needs and goals and consider all types of strategies including taxation, business structuring, investment, superannuation, estate planning and family situation to achieve the investment environment best for you.
Our advice is tailored to suit your individual circumstances through each life stage, through which we monitor the progress of your achievements together.
Our Core Values
- Exceptional client experience – Clients’ financial well-being is at the centre of every decision
- Continuous improvement – Staying current with industry trends & best practice
- Financial Expertise – Maintaining a high level of knowledge, experience & nurturing guidance
- Integrity – Always acting in our client’s best interest & upholding ethical standards
- Innovation – Continually evolving and seeking new tools & solutions to optimise client outcomes
Our Purpose
Creating financial freedom and an abundant life.
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