24A Macarthur Street, Parramatta NSW 2150
02 9683 2869

Financial Advisor Campbelltown

Financial advice for Campbelltown clients from a CFP® professional

Financial Planner for Campbelltown and South West Sydney

Macarthur Wealth Management provides financial planning to individuals and families in Campbelltown and across South West Sydney from our Parramatta office, with appointments also available by phone or video conference.

Mohammad Hussein CFP® provides advice across retirement planning, superannuation, investments, SMSFs, personal insurance and Centrelink-related retirement strategies. Recommendations are tailored to your goals, financial position, time horizon and tolerance for investment risk.

An initial conversation helps clarify the advice you may need, the scope of work and the fees involved. If you proceed, recommendations are documented in a Statement of Advice so you can understand the strategy, costs, benefits, risks and alternatives before making a decision.

Financial Planner Sydney
Financial Planner Campbelltown
What We Do

Financial Services We Offer

Personal insurance advice and protection planning

Insurance

Centrelink assistance for retirement planning

Centrelink Assistance

Personal Testimonials

Mohammad Hussein CFP

Principal of Macarthur Wealth Management
Certified Financial Planner
Mohammad Hussein Financial Planner Sydney
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 initial discussion helps us understand your goals and determine the appropriate scope of advice. 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.
Why Choose Macarthur Wealth Management

Personal financial advice with direct adviser access

Macarthur Wealth Management is a boutique financial planning practice. Mohammad Hussein CFP® provides advice under Golden Oak Wealth Advisers Pty Ltd and is not owned by a superannuation fund, bank or investment product provider.

You receive direct access to your financial planner and advice developed around your objectives, financial position and agreed scope. The work may cover retirement planning, superannuation, investments, SMSFs, personal insurance and Centrelink-related retirement strategies.

Recommendations may involve financial products and carry fees, costs and investment risks. Where specialist legal, tax or accounting advice is required, we can coordinate with your existing professional or another appropriately qualified adviser.

Macarthur Wealth Management and its advisers may receive commissions on life insurance products. For this reason, we do not represent our services as independent, impartial or unbiased.

Speak with Mohammad about your financial goals

Start with an initial conversation.

Tell us what you want to achieve and Mohammad will explain whether financial advice may assist, the likely scope and the next steps.