About Us
Our Story
My Wealth Choice is a fee for service, Sydney based advice practice. At My Wealth Choice, we are dedicated to delivering personalized financial solutions that empower our clients to create, protect and grow their wealth. Our aim is to provide clients with the choices that offer them freedom to live the life they truly desire, not one dictated by circumstances.
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When you choose to work with us, you embark on a journey of personalized financial planning. We take the time to understand your unique circumstances and craft advice tailored just for you. Our commitment is solely to your best interests—unlike others, we don’t accept commissions or kickbacks. The only people who contribute to our success are our clients, ensuring we remain free of conflicts of interest. Throughout your financial journey with us, we promise full transparency, keeping you informed every step of the way. From the initial plan to its progress over time, you'll always know exactly where you stand.
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Our business model is also committed to empowering and uplifting disadvantaged communities. When you partner with us to secure your financial future, you're contributing to this vision. We pledge to donate a minimum of 2% of our revenue to a charity of your choosing. Together, we can make a difference and promote greater choice and prosperity for all.
Our Team
Meet Mo, Principal at My Wealth Choice, bringing nearly 20 years of advisory experience to the table. His passion lies in guiding clients through financial plans, specializing in wealth accumulation, retirement strategies, and wealth protection. His aim is provide his clients with the choices that offer them freedom to live the life they truly desire, not one dictated by circumstances.
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Check out client reviews of his work on the adviser rating website here
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Mo holds a Masters and Bachelor of Finance along with an Advanced Diploma of Financial Planning. Prior to his role at My Wealth Choice, and while being a financial adviser, he served as a university lecturer at Sydney University and as an economic advisor to various governments and international organizations including the United Nations and ILO. Moreover had several media interviews in Australian and International TV channels.
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Beyond his professional endeavours, Mo cherishes spending time with his family, wearing multiple hats from chef and playmate to driver, coach, and confidant.
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Mo Shouman
Investment team
We work with multiple investment research houses that provide independent opinion on different investment options in the market. We do not receive any sort of commission or benefits when we recommend those investment options. We recommend different portfolios for different clients depending on their circumstances we believe that there is not one size fits all approach when it comes to safe guarding clients egg nest.
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Our philosophy relies on a top-down analysis of global economic trends, followed by a bottom-up evaluation of individual assets, ensuring a comprehensive investment strategy. We ensure that we continuously monitor market conditions and economic indicators using advanced analytical tools and real-time data feeds, staying vigilant to any shifts. Risk management is a cornerstone of their approach, employing diversification, hedging strategies, and real-time risk assessment models to safeguard the portfolio against volatility
Client Services
At My Wealth Choice, our commitment to providing exceptional financial planning services goes beyond just the numbers. Our Client Service Team, consisting of Daria, Charlotte, and Kyle, plays a crucial role in ensuring that every interaction you have with us is smooth, personalized, and truly memorable.
Daria is our go-to expert for making sure every client feels supported and informed throughout their journey. Her keen attention to detail and proactive approach mean that no question goes unanswered and no concern is left unaddressed.
Charlotte brings a blend of efficiency and warmth to the team, ensuring that each step of your financial planning process is handled with care and precision. Her ability to anticipate your needs and offer solutions makes her an invaluable asset to our service.
Kyle is dedicated to creating seamless experiences for our clients. His knack for understanding individual client preferences and his commitment to delivering exceptional service ensure that every interaction you have with us is nothing short of excellent.
Together, Daria, Charlotte, and Kyle are here to make sure you not only achieve your financial goals but also enjoy a "wow" experience every step of the way. At My Wealth Choice, you're not just another client; you're part of our family.
Operations:
At My Wealth Choice, we understand that exceptional client experiences are built on a foundation of strong operations. Our Operations Team, consisting of Alfred, Magda, Shavri, and Satwinder, is the engine that keeps our business running smoothly and ensures that every step of your journey with us is centered around your needs.
Alfred brings a wealth of experience and strategic insight to the team, making sure that our processes are not only efficient but also aligned with our client-first approach. His ability to foresee challenges and implement solutions keeps our operations ahead of the curve.
Magda is the meticulous planner, ensuring that every detail is accounted for and that our systems operate without a hitch. Her focus on precision and consistency guarantees that you receive a seamless experience every time.
Shavri excels at optimizing our workflows, constantly looking for ways to improve how we serve you. Her innovative mindset and dedication to operational excellence mean that our services are always evolving to better meet your needs.
Satwinder is the problem-solver of the group, known for his quick thinking and client-centric solutions. His commitment to making sure every step of our process benefits you, the client, is what makes him an integral part of our team.
Together, Alfred, Magda, Shavri, and Satwinder ensure that My Wealth Choice is not just a business, but a well-oiled machine designed to deliver exceptional value to you at every turn.