More than just home loans: expert financial advice, for life.

For more than 25 years, Australian families and businesses have trusted My Expert® for clear, expert advice on home loans, personal and business lending, property, personal insurance and financial planning.

Your Financial Life Changes. Your Advice Should, Too.

Whether you’re buying your first home, building wealth or preparing for retirement, every financial decision is part of a larger journey.

The most important financial question isn’t ‘What should I invest in?’ It’s ‘What stage of life am I living – and what should I be focussing on next?’

The Financial Life Map™ helps clients gain clarity on where they are today, identify what matters most, and create a pathway toward the future they want to achieve.

LifeStage Advice™ was developed to align financial decisions with the realities of life. As priorities evolve, advice should evolve with them.

Brett Wadelton
Founder and CEO

LifeStage™ Advice: One Journey. Three Stages.

At My Expert®, we help Australians understand where they are today, what matters most right now, and the next best move toward the future they want.

MY EXPERT® FOUNDATION™

Protect + Prepare

Build a stronger financial foundation through lending, insurance, cash flow and superannuation.

MY EXPERT® BUILDING WEALTH™

Grow + Diversify

Create wealth through investments, property and retirement assets with a strategy aligned to your goals.

MY EXPERT® RETIREMENT FOUNDATION™

Income + Choice

Turn accumulated assets into a sustainable retirement lifestyle that provides income, choice and confidence.

One trusted team for all your financial needs

WHY MY EXPERT®

Expert advice across every stage of life

Making financial decisions – the right decisions – takes expert knowledge and insight. We understand that as individuals we need solutions that are specific to our individual needs and circumstances.

We bring it all under one roof to provide tailored advice that you can depend on, and trust.

An award-winning record you can count on.

Awards are great but helping clients achieve their goals is what matters most.

A business with heart that cares.

We give back to the community through our Kids In Sport charity.

Years of advice to everyday Australians

Loan and insurance submissions made

100 +

Team to guide you every step of the way

Our core values

Check out what our clients say

Let’s talk about your next step …

We’re here to guide you in the right direction, so why not get in touch for a FREE, no-obligation chat?

More than just home loans: expert financial advice, for life.