24A Macarthur Street, Parramatta NSW 2150
02 9683 2869
[email protected]
Our Services

What We Do

Financial Planning

Retirement Advice

Superannuation

Investments

Tax Minimisation

Estate Planning

Redundancy Advice

Centrelink

OUR PROCESS

STEP 1

Our first meeting is held to understand your personal needs and objectives. This appointment is without cost or obligation. The purpose of the appointment is to identify your goals and get an understanding of what you’re looking to get out of advice. This typically takes between 30 minutes to 1 hour. Appointments may be conducted in our Parramatta office, over the phone or video conference. Should you wish to proceed with preparing a financial plan then a quote is provided. Our fees are competitively priced in the marketplace.

STEP 2

In the second meeting, the financial strategy begins to take shape. At this point you will gain a good grasp of what options may be available to you and decide on the best course of action. After this meeting a formal Statement of Advice is produced where all recommendations are provided in writing.

STEP 3

After reading the Statement of Advice you may have follow up questions which the adviser is available to answer. When you’re happy to proceed, the adviser will assist with the implementation of the recommendations and complete the necessary paperwork to put the strategy in place.

STEP 4

Ongoing reviews are crucial to ensure your strategy remains relevant and to make adjustments to your financial plan in light of changes to your circumstances, legislation or investments markets. Ongoing reviews will help ensure you remain on track to meeting your financial goals.

Quality Advice

We take the time to understand
your needs

Expertise

Certified financial planners

Experience

OVER 13 YEARS EXPERIENCE
IN RETIREMENT PLANNING

Private Wealth Management Advisors in Parramatta

Meet with an Advisor to get Started

It’s Your Future: Build a Financial Picture That Fits Your Goals

We are not aligned to any product providers so we can offer honest and unbiased advice on wide range of investments and superannuation funds.

We take the time to understand your needs and are committed to delivering high quality financial advice. As a boutique firm, your adviser is dedicated to managing your financial affairs and able to deliver personalised service.

Why we are Sydney’s top choice in private wealth management

Receiving lacklustre advice and inadequate services from large financial institutions is a burden you no longer have to face. At Macarthur Wealth Management we are strong believers in handling your financial situation and creating the picture you want to see by working closely with our clients.

You need to understand someone’s life in order to be able to accurately and appropriately offer good financial advice, so we take the time to get to know you.

All of our clients deserve to be heard and to have their goals and objectives met, and we do everything we can to set you off in the right financial direction.

Whether you are seeking the counsel of a qualified and experienced Financial planner, have questions about retirement and require assistance with Superannuation or want to know more about Account Based pensions, contact our team in Parramatta today. We are ready to help.

Contact Macarthur Wealth Management

If you would like to know more about the benefits of private wealth management and how we can take away the burden of financial insecurity and uncertainty, get in touch with our experienced advisors at Macarthur wealth Management.

You can call 02 9683 2869 or email [email protected] to set up an appointment. We look forward to working with you.

Develop My Financial Picture

Enjoy
the ride.

Let us take the mystery out of financial planning so you can focus
on what matters.
Chat with an Advisor
Financial Planning
02 9683 2869
[email protected]
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Company

Services

Location

24A Macarthur Street, Parramatta NSW 2150

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This information is for Australian Residents Only. Macarthur Wealth Management is a Corporate Authorised Representative of Insight Investment Services Pty Ltd AFSL No. 309996. This information (including taxation) is general in nature and does not consider your individual circumstances. You should refrain from doing anything in reliance on this information without first obtaining suitable professional advice. Do not act until you seek professional advice and consider a Product Disclosure Statement.

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