Colby Atkinson heads up the My Wealth Solutions Gold Coast and Ballina offices, bringing over a decade of experience in holistic financial advice. With a background spanning both financial planning and accounting, Colby takes a comprehensive view of each client’s financial position – looking beyond investments to understand the full picture before making any recommendations.
Colby believes that great financial advice is as much about education as it is about strategy, and as one of the financial advisors on the Gold Coast at My Wealth Solutions, his clients consistently describe feeling genuinely informed and empowered throughout the advice process – not just told what to do, but helped to understand why.
Whether you are just starting to build wealth, navigating a significant life change or planning for retirement, Colby takes the time to understand your unique situation and build a plan that genuinely works for you. Those wanting to see where they currently stand are encouraged to try My Wealth Solutions’ free financial roadmap, or book a complimentary discovery appointment at mywealthsolutions.com.au.
My Wealth Solutions
My Wealth Solutions is a multi-award winning boutique financial planning firm founded in 2011, with offices across Brisbane, Sydney, Melbourne, Gold Coast, Ballina and the Sunshine Coast. The firm has grown to a team of 55+ advisers and support staff, with a 95% client retention rate built on genuine, holistic advice rather than one-off product sales.
Advisers at My Wealth Solutions work collaboratively, sharing strategies and peer-reviewing each other’s advice, so clients benefit from the judgement of the whole team, not just one adviser.
My Wealth Solutions’ broader team is available where a client’s needs cross into lending or accounting.
Clients
Colby works with a wide range of clients across the Gold Coast and Ballina, from everyday families and first-time investors through to high-net-worth individuals and medical professionals.
“Colby takes the time to educate, not just advise, which has helped me build both wealth and independence with a clear sense of direction. I am genuinely grateful for the support and guidance.” ~ Brooke C.
“Colby was awesome helping us navigate the complexities of planning for retirement. He understood what we wanted to do and worked with us to make it happen. When our situation changed, Colby rolled with it and explained our options carefully and clearly.” ~ Kyla F.
“We wouldn’t trust anyone else to give us advice and handle our affairs. Proven, tested and not found wanting.” ~ Power Amp
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