Welcome

We are here to help you understand how to save for a better financial future by providing you with guidance and advice, whether you are saving for a big purchase, your retirement or indeed you require help to generate income at the point of retirement.

my wealth is a trading name of Wealth at Work Limited which is also part of the Wealth at Work group of companies which provides independent financial advice and discretionary investment management services.

These services help individuals ensure that their investments are appropriately managed by;

  • Creating investment strategies that meet personal objectives which are flexible enough to adapt to changing needs
  • Investing in the whole-of-the-market
  • Actively managing investments so they continue to remain appropriate through changing market conditions

 

News

The winners and losers of the new Tax-Free Childcare system.

The winners and losers of the new Tax-Free Childcare system.

Changes to the Child Care Voucher system were rolled out in April 2017. Parents who are already members of the current Child Care Voucher system can continue in it, providing their employer will still provide access to it; new members will also have the opportunity to join the current scheme up until April 2018.

16th August 2017

What Individuals Can do to Protect Their Maturing Share Schemes from Tax.

What Individuals Can do to Protect Their Maturing Share Schemes from Tax.

Is it good to save in these schemes, and for those employees with schemes that have recently matured, or are due to mature soon, what can they do to reduce, or even eliminate a potential capital gains tax (CGT) liability?

8th August 2017

Market Updates

None of the Above.

None of the Above.

Surprisingly, today’s election result (albeit with a few seats still to be declared) hasn’t caused any negative market reaction.

9th June 2017

Le Relief Rally.

Le Relief Rally.

Its Emmanuel Macron (a pro-Europe, centrist) versus Marine Le Pen (right-wing, anti-euro) in the second round of the French Presidential elections in two weeks’ time (Sunday 7 May 2017).

24th April 2017