Understanding financial advice fees and how we are paid
Are we a fee-only financial adviser?
Macarthur Wealth Management charges agreed advice fees for financial planning services. We do not receive commissions or trailing payments from investment or superannuation product providers for recommending those products.
However, where life insurance advice results in a policy being issued, Golden Oak Wealth Advisers Pty Ltd and its advisers may receive a commission from the insurer. For this reason, we do not describe our services as fee-only, independent, impartial or unbiased.
Before you proceed, the scope of advice, professional fees and any potential insurance commission are explained to you. If personal advice is provided, the Statement of Advice sets out the recommendations, costs, benefits, risks and alternatives so you can make an informed decision.
Financial Services We Offer
Personal Testimonials
Macarthur Wealth Management
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My wife and I were so happy with Macarthur Wealth Management and dealing with Mohammad. He is very thorough in that he takes so much into consideration. Mohammad asked a lot of questions and came up with a plan that surprised us in a possitive way for how we will retire. My wife and I convince our 24 year old son to have a conversation with him (which is no charge for that initial chat) and he has given him a clear path, You are never too young or too old to have a plan whether it's around retirement or around investing. We would reccommend … More Mohammad's services to anyone that is looking for a financial plan.
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We went to Mohammad with a mess. Not only did he meet the brief, he went much further than expected with his sound advice. He has set us up to be much more financially successful and this has given us such peace of mind. He delivers on what he promises, he is easy to talk to and he goes above and beyond. If you need financial advice, you can't go wrong with Macarthur Wealth Management.
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Mohammad has been professional, knowledgeable and very responsive throughout the entire process. He took the time to explain everything clearly, kept me informed at every stage and was always available to answer my questions. His guidance and support made what could have been a stressful process much easier to navigate. I would highly recommend Mohammad and Macarthur Wealth Management to anyone seeking financial advice and assistance.
Our Financial Planning Process
Transparent fees and 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.
Advice fees are quoted before work begins and are based on the agreed scope and complexity of the advice. You receive direct access to your financial planner throughout the advice and implementation process.
We do not receive investment or superannuation product commissions. Insurance commissions may apply where life insurance advice results in a policy being issued, and these amounts are disclosed to you.
Where specialist legal, tax or accounting advice is required, we can coordinate with your existing professional or another appropriately qualified adviser.
Speak with Mohammad about your advice needs
Start with an initial conversation.
Tell us what you want to achieve and Mohammad will explain the likely advice scope, how the fees are calculated and whether any insurance commission could apply.
Phone: (02) 9683 2869