Your Trusted Financial Planner in Parramatta
We are a Parramatta based financial planning practice specialising in retirement planning, superannuation, self-managed super funds (SMSF) and investments. Our tailored strategies help individuals and families across Sydney grow, protect and manage their wealth with confidence.
As experienced financial advisors, we’re trusted for our proven expertise, transparent guidance and personalised service.
Building and Preserving Wealth
We are not aligned to any product providers, which allows us to offer honest guidance on a wide range of investments and superannuation funds.
We take the time to understand your goals and are committed to delivering high-quality financial advice. Our team is dedicated to providing personalised solutions and ongoing support so you can make informed financial decisions
Certified Financial Planners
As CFP® professionals, we uphold the highest standards of knowledge, ethics and professionalism in financial planning.
Our Certified Financial Planner designation is globally recognised, demonstrating rigorous education, ongoing professional development and a commitment to putting your interests first.
Financial Services We Offer
Personal Testimonials
Macarthur Wealth Management
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We’ve had an excellent experience with Macarthur Wealth Management and would highly recommend them. Mohammad explains things very clearly and provides easy to understand diagrams to help us understand complex information, processes and strategies. He is friendly, extremely honest and open and he makes discussing and deciding on financial matters easy. We felt very confident that he understood our situation and our level of risk profile. -
Mohammad is a very good financial advisor. He takes the time to listen and always gives helpful and honest advice. He explains things in a way that’s easy to understand and has really helped me feel more confident about my financial decisions. I’m very happy with the support I’ve received and would definitely recommend him to others
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Mohammad has been invaluable
Providing expert advice guidance and support .
His professionalism knowledge and step by step explanation to my retirement
Made everything seem so easy.
He is prompt allways approachable ,
patient and honourable .
Thank you Mohammad
Extremely grateful
Our Financial Planning Process
Quality Financial Advice
Certified Financial Planners
Experienced Wealth Managers
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.