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24A Macarthur Street, Parramatta NSW 2150
02 9683 2869

Sydney Financial Advisors

We are financial planners located in Parramatta, the heart of Sydney. With a focus on retirement planning, superannuation and investment strategies our highly qualified financial advisors are dedicated to providing comprehensive and tailored financial advice to Australians from all walks of life.

Certified Financial Planners

We are not aligned to any product providers, enabling us to offer honest and unbiased advice on a wide range of investments and superannuation funds as your trusted financial planner.

We take the time to understand your needs and are committed to delivering the best quality financial advice in Sydney. As a boutique wealth management firm, your financial advisor is dedicated to managing your financial affairs and able to deliver personalised service.

Building and Preserving Wealth

Understanding someone’s life is essential to providing accurate and appropriate financial advice. As your dedicated financial advisor, we take the time to get to know you, ensuring that your unique needs are met.

Financial Planner Sydney

Personal Testimonials

Mohammad Hussein CFP

Principal of Macarthur Wealth Management
Certified Financial Planner
Mohammad Hussein CFP - Principal of Macarthur Wealth Management

Our Financial Planning 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.
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Quality Financial Advice

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Certified Financial Planners

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Experienced Wealth Managers

Why Choose Macarthur Wealth Management

Experienced Financial Advisors Committed to Your Goals.

Our commitment to excellence ensures that each client receives personalised attention, and our solutions are crafted to align with your unique financial goals and aspirations.

Direct access to your financial planner. No need to navigate through large call centres and different departments to speak with your financial advisor. We pride ourselves on delivering a superior service standard, regardless of the size or complexity of your financial assets.

Our financial planners have access to an extensive range of research and financial investments. Additionally, we may draw on our network of professionals to utilise a diverse range of experience and knowledge when managing your financial affairs.

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, our Sydney based financial planners are ready to help. Contact us today for unparalleled service and support.

Speak with our Financial Advisors

It is never too early to start planning.

Tell us more about your goals, and our qualified financial planners will get you started on a roadmap to achieve them.

Phone: (02) 9683 2869

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