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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Our business model is also committed to empowering and uplifting disadvantaged communities. In addition to various charity iniatives. 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
I’m Mo, the Principal at My Wealth Choice, bringing 20 years of advisory experience to the table. My passion lies in guiding clients through financial plans, specializing in wealth accumulation, retirement strategies, and wealth protection. My goal is to provide my clients with the choices that offer them the freedom to live the life they truly desire—not one dictated by circumstances.
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My clients' testimonials speak for themselves. Check them out here.
I hold a Master’s and Bachelor’s degree in Finance, along with an Advanced Diploma of Financial Planning. Before founding My Wealth Choice, I was not only a financial adviser but also served as a university lecturer at Sydney University and an economic advisor to various governments and international organizations, including the UNDP and ILO. I’ve also been featured in several media interviews on Australian TV channels.
Beyond my professional life, I cherish spending time with my family, wearing multiple hats—from chef and playmate to driver, coach, and confidant.
Mo Shouman
Investment team
We are thrilled to work with multiple investment research houses that provide autonomous opinions on various investment options in the market. We take pride in not receiving any commission or benefits when we recommend these investment options. Our approach is tailored to each client's unique circumstances, as we believe that there is no one-fits-all approach when it comes to safeguarding our 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. We select high quality assets ensuring a comprehensive investment strategy.
We continuously monitor market conditions and economic indicators using advanced analytical tools and real-time data, staying vigilant to any shifts.
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Risk management is a cornerstone of our approach, employing diversification, hedging strategies, and real-time risk assessment models to safeguard the portfolio against extreme volatility.