Financial Planning Services Designed to Strengthen Your Financial Position and Grow Your Wealth!
Rated 5 from 4 Reviews
At MWT Financial Solutions, we provide comprehensive financial planning advice to help individuals, families and wealth accumulators build confidence in their financial future. Based in Australia, we take the time to understand your personal circumstances, goals and aspirations so we can deliver tailored strategies that support long-term growth, stability and protection.
Our approach to financial planning is holistic. We consider every aspect of your financial position to ensure all components work together effectively. This includes superannuation, investment strategy, personal insurance, debt management and estate planning. By understanding how these elements interact, we can design a clear, practical plan aligned to your objectives and risk tolerance.
Investment and retirement planning are central to what we do. Your financial plan is not static—it should evolve as your life, goals and market conditions change. Through regular reviews and ongoing advice, we ensure your strategy remains relevant, competitive and aligned with your long-term objectives.
We also provide specialist advice in areas such as Self-Managed Super Funds (SMSFs), offering greater control and flexibility for clients who want a more hands-on approach to managing their retirement savings. With access to a broad range of high-quality investment options, we help construct strategies that balance growth opportunities with appropriate risk management.
At MWT Financial Solutions, acting in your best interests is fundamental. We provide personalised advice built around your unique situation, giving you clarity, confidence and peace of mind at every stage of your financial journey.
If you’re ready to take control of your financial future, we’re here to help you Create, Grow & Protect with confidence.
At MWT Financial Solutions, we believe effective financial planning and financial advice is about more than individual decisions — it’s about building a clear, structured strategy that supports your goals at every stage of life. Our financial planning process is designed to provide clarity, structure, and confidence. We take a holistic approach to advice, ensuring every recommendation supports your broader financial goals and long-term wealth strategy.
1. Strategic Discovery Session - Gathering Information
We begin by gaining a deep understanding of your personal and financial circumstances, including:
Outcome: A clear and accurate foundation on which your financial strategy is built.
2. Establishing Goals & Objectives
Together, we define your short, medium and long-term objectives, ensuring they are realistic, measurable and aligned with your lifestyle and values.
This includes goals around:
Outcome: Clear financial direction and purpose for your strategy.
3. Analysing Your Financial Position
We conduct a detailed assessment of your entire financial position to identify opportunities, risks and improvement areas, including:
Outcome: A holistic understanding of how all parts of your financial position interact.
4. Developing & Presenting Your Financial Plan
We present your Statement of Advice (SoA) in a clear and practical manner, explaining:
Outcome: Full transparency so you can make informed, confident decisions.
5. Implementing Your Plan
Once we have presented your SoA, and you are happy to procced, we coordinate and implement your strategy, including:
Outcome: Accurate, efficient implementation with professional oversight.
6. Monitoring & Reviewing Your Financial Plan
As your financial plan evolves and life changes, through our regular review services, we ensure your strategy remains aligned as:
Outcome: Ongoing advice helps you stay on track and protect your financial future.
At MWT Financial Solutions, our structured financial planning process ensures every decision supports your broader financial objectives.
Our purpose is simple: to help you Create opportunity, Grow wealth, and Protect your financial future with clarity and confidence.
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Ashlea
A big Thankyou to Matt for the incredible work and dedication to helping my Husband and I purchase our first home. Matt is very knowledgeable, approachable, great with communication and went above and beyond to help us and we would highly recommend MWT Financial Solutions to everyone! Hands down the best at what he does. Thankyou
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Darren
Very clear and understanding, he made our mortgage possible when I can guarantee anyone else wouldn’t on such a tight timeline and he got it over the line. I could not recommend him enough he’s the G.O.A.T (Greatest Of All Time) when it comes to mortgage and super advice.
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Corey
Matt was absolutely amazing to deal with, he made everything so easy and understandable. The entire process of buying our home was a breeze. Matt was there to explain and walk us through every obstacle that we faced, absolutely amazing bloke and goes into every detail... Would highly recommend him to everyone buying or investing in property.
MWT Financial Solutions provides comprehensive financial planning and mortgage broking services designed to help Australians build lasting wealth. Our services include strategic financial planning, home loan and investment property financing, retirement planning, investment advice, tax-efficient strategies, and risk management solutions. We take a holistic approach to your financial wellbeing, ensuring all aspects of your wealth creation journey work together harmoniously. Whether you're purchasing your first home, expanding your investment portfolio, or planning for retirement, we provide tailored strategies that align with your personal goals and circumstances.
Our team holds relevant qualifications in financial planning and mortgage broking, ensuring we can provide expert advice across both disciplines. We're licensed under Australian Securities and Investments Commission (ASIC) requirements for financial advice and hold Australian Credit Licences for mortgage broking activities. Our advisers participate in ongoing professional development to stay current with industry changes, legislation updates, and emerging strategies. We're members of relevant professional associations and maintain comprehensive professional indemnity insurance. Most importantly, we have extensive practical experience helping Australians build wealth through strategic financial planning and property finance, giving us real-world insights into what works.
Our fee structure is transparent and designed to reflect the value we provide in helping you build wealth over time. For financial planning services, we typically charge either a fixed fee for specific projects or an ongoing fee for comprehensive wealth management services. These fees vary depending on the complexity of your situation and the level of ongoing support required. For mortgage broking services, we're generally paid by the lender once your loan settles, meaning there's often no upfront cost to you. We'll always discuss our fee structure upfront during our initial consultation, ensuring you understand exactly what you'll pay before we begin working together.
Our unique combination of financial planning expertise and mortgage broking services sets us apart in the Australian market. Rather than focusing on isolated financial products, we take a strategic, integrated approach to wealth creation. This means your mortgage strategy works alongside your investment planning, superannuation, and tax strategies to maximise your wealth-building potential. We specialise in working with ambitious individuals aged 25-50 who are serious about building their financial future. Our proactive communication style and ongoing partnership approach ensure you receive continuous support as your circumstances evolve, not just one-off advice.
Getting started is straightforward. The first step is to contact us to arrange an initial consultation where we'll discuss your current situation, goals, and how we can help you achieve them. During this meeting, we'll explain our services in detail, outline our fee structure, and determine whether we're a good fit for your needs. If you decide to proceed, we'll gather detailed information about your financial circumstances and begin developing your personalised wealth-building strategy. We'll then present our recommendations and, once you're comfortable with the approach, begin implementing the various components of your financial plan. Throughout this process, we maintain clear communication and ensure you understand each step we're taking.
Purchasing your first home is a significant milestone, and we're here to guide you through every step of the process. We'll assess your financial position, help you understand your borrowing capacity, and identify the most suitable loan products for your circumstances. Our team will work with multiple lenders to find financing solutions that match your needs and budget. Beyond securing your mortgage, we'll help you develop a comprehensive strategy that considers your long-term financial goals, ensuring your property purchase supports your broader wealth-building objectives. We also provide ongoing support throughout the settlement process and beyond.
Absolutely. Investment property can be a powerful wealth-building tool when structured correctly, and we specialise in helping clients develop comprehensive property investment strategies. We'll help you secure appropriate financing for investment properties while ensuring the investment aligns with your overall financial goals. Our approach considers factors such as cash flow, tax implications, capital growth potential, and how the investment fits within your broader portfolio. We work with you to identify suitable properties and structure the financing in a way that maximises your tax efficiency and supports your long-term wealth objectives. This includes ongoing monitoring and adjustment of your strategy as needed.
Superannuation and retirement planning are fundamental components of any comprehensive wealth-building strategy, and we provide expert guidance in this area. We'll help you optimise your superannuation contributions, choose appropriate investment options within your super fund, and develop strategies to maximise your retirement savings. This includes advice on salary sacrifice arrangements, transition to retirement strategies, and self-managed super funds where appropriate. We also help you coordinate your superannuation strategy with your other investments and property holdings to create a cohesive approach to retirement funding. Our goal is to ensure you're on course to achieve the retirement lifestyle you desire.
We work with clients at various stages of their wealth-building journey, and you don't need substantial assets to benefit from our services. What's more important is your commitment to building wealth and taking control of your financial future. Whether you're just starting your career, looking to purchase your first property, or already have some investments, we can help you develop and implement strategies appropriate for your current situation. Our focus is on helping driven individuals create wealth over time, regardless of their starting point. During our initial consultation, we'll assess your circumstances and recommend the most appropriate level of service for your needs.
Regular reviews are essential for keeping your wealth-building strategy on course, and we believe in proactive communication with our clients. Typically, we schedule formal reviews every six to twelve months, depending on your preferences and the complexity of your situation. However, we're always available for ad-hoc discussions when your circumstances change or opportunities arise. During reviews, we'll assess your progress toward your goals, evaluate the performance of your investments and mortgage strategies, and make adjustments as needed. We also reach out proactively when we identify opportunities or when changes in legislation or market conditions may affect your strategy.
MWT FINANCIAL SOLUTIONS PTY LTD ABN: 70 641 517 277. Credit Representative #519742 is authorised under Australian Credit License #519742.
Disclaimer: This page provides general information only and has been prepared without taking into account your objectives, financial situation or needs. We recommend that you consider whether it is appropriate for your circumstances and your full financial situation will need to be reviewed prior to acceptance of any offer or product. It does not constitute legal, tax or financial advice and you should always seek professional advice in relation to your individual circumstances.
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