Sunshine Coast Financial Advisors

Ben is a founding partner of My Wealth Solutions and is passionate about helping his clients achieve their financial goals. Always going above and beyond, he uses his knowledge of real-world business, combined with his financial expertise, to enable his clients to reach their financial milestones and enjoy a secure financial future.

Ben has close to 20 years of experience in the financial planning industry. Before founding My Wealth Solutions, Ben’s experience included working as Managing Director of a successful business and as a channel partner of a national electricity broking business. Ben is a Self Managed Super Fund Specialist and is also qualified to give advice on retirement planning, risk management, property, shares, managed investments and specialised lending.

The philosophy of My Wealth Solutions is about putting the best interests of their clients first as they help clients achieve financial security.  They do this by providing achievable financial advice that is tailored to the client's personal financial situation. They focus on listening to the client, and their advice will always have their clients' best interests at heart.  A core practice of My Wealth Solutions is to discard jargon and complexity and ensure that the client always understands clearly what is being discussed and recommended.

Whether they’re buying their first home, starting a family or creating a comfortable retirement, Ben loves being a part of improving people’s financial lives and is focused on working hard to get the best outcome for them. As a people person, he also enjoys meeting new people and maintaining close and regular contact with his clients.

Something people often notice and appreciate about Ben is his ability to present financial planning in a way that is clear and easy to understand. He also has a keen eye for the finer details, excellent listening skills and a friendly demeanour.

My Wealth Solutions takes the time to personally get to know clients' current financial situation, goals and dreams. This knowledge allows them to develop the personalised financial roadmaps they specialise in, and to provide clients with support every step of the way.

Qualifications:

• Diploma of Financial Planning
• Advanced Diploma of Financial Planning
• Benjamin Budge & My Wealth Solutions has been recognised via the following awards:
• 2024, 2023, 2019 & 2022 GPS Wealth Practice of the Year
• 2019 GPS Wealth Award
• 2018 Most Trusted Advisor
• 2016, 2017 & 2018 GPS Wealth Practice of the Year finalist
• 2016 GPS Wealth Advisor of the Year
• 2017 GPS Wealth Advisor of the Year
• 2015 AFA Rising Star of the Year

Book an appointment with Ben.

Client Testimonials:

"Ben and the whole team are wonderful, extremely talented financial advisors who will quickly and efficiently grow your wealth from day one. They’re always easy to talk to and understand the challenges of day to day life while being amazing at utilising their skills and strategies to still get results that have been nothing short of outstanding for your investment portfolio, even in the volatile times that the markets and the world have been facing they’ve been producing results that have far exceeded my initial expectations, I can not recommend them highly enough so no matter where you are in your financial journey do yourself a favor and see Ben and the team, you won’t be disappointed and in fact like me you’ll probably wonder why you didn’t do it sooner" - Alex L

"I have been seeing Ben Budge at MyWealth solutions for about 5 years now. I wish I had seen him sooner.
I was not in a good position to retire before this. Now I feel comfortable with all the financial decisions that are made. I can just relax and enjoy life while my money continues to grow. Ben is a delightful man, he always seems interested in my goals . The other staff at MyWealth solutions are also helpful, efficient and professional." - Debra J

Phillip's areas of expertise include pre and post retirement planning, superannuation including SMSFs, wealth creation, and risk management. He takes a holistic approach to financial planning, considering his clients' unique circumstances and tailoring strategies to meet their specific needs and objectives.

Phillip has extensive experience in Financial Planning with a career spanning over 15 years in Financial Services delivering holistic advice and managing advice teams. Having spent time working for large banks, Superfunds and boutique firms, Phillip has acquired a broad range of experience enabling him to not only deliver high quality advice but also manage, train and mentor advisers and new entrants to the industry. Prior to entering Financial Services, Phillip ran a successful small business in Brisbane.

Phillip's approach is centred around building long-term relationships with his clients, serving as a trusted adviser. He takes a goals-based approach to help his clients achieve their financial goals. Phillip has a knack for explaining complex financial information in a simple and easy-to-understand manner. He focuses on demystifying the financial planning process and providing clear, actionable advice to his clients. Phillip enjoys spending time with his clients to gain a deep understanding of their unique circumstances and aspirations, by taking a holistic approach to financial planning, Phillip considers his clients' entire financial picture and tailors strategies to meet their specific needs and objectives. Phillip's diverse experience in financial services, as well as his background in running his own business, has equipped him with a unique perspective and skill set in his role as a Senior Financial Adviser. He is committed to providing client-focused advice and building long-term relationships based on trust and transparency.

Phillip's Qualifications

• Graduate Diploma of Financial Planning
• Advanced Diploma of Financial Planning
• Gearing and Margin Lending
• SMSF
• Ethics and Professionalism in Financial Advice
• SMSF Association Associate member

Client Testimonial

"Working with Phil from Wealthlab has been a rewarding experience. In such a short period of time I am very impressed with how my finances have progressed. I am closer to paying off my debts and I cant believe the balance i have accumulated thus far which will go towards purchasing my first home. Phil has also developed for me a customised investment portfolio that reflects my objectives and preferences with a strong risk management framework. I now have the confidence that at retirement I will have a healthy superannuation balance which will fund the lifestyle I desire and deserve. Meeting and forming a relationship with Phil has been the best thing i have done in year. Like a lot of people my age , having advice from an expert was something i will 'get to one day' , well im glad i did and wish i had earlier. Phil knows his business and he listened to who i am , how i have lived my life and the advice received from him , was like he has known me for years. He respected my right to use his services the way i wanted to , without making his business the priority , i was the priority. Even better was he intervened when it was warranted , to bring me back down to earth and set me on a course of far greater happiness. Thanks Phil."

Find out more

Paul Bugno joined Dalton Financial partners in October 2014 as a Partner in the business, after a successful career as a bank financial planner.

Paul is currently based in Coolum on the Sunshine Coast, but looks after clients all over Queensland.

In his time off, he enjoys eating good food, being outdoors, surfing, and spending time with his wife and two daughters.

Qualifications

• Bachelor of Business: Business Accounting Major
  (Charles Sturt University)
• Advanced Diploma of Financial Planning
• Tax (financial) Adviser
• Member of the FPA

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