24A Macarthur Street, Parramatta NSW 2150
02 9683 2869

Financial Planner

Financial Planner in Parramatta for Retirement, Superannuation and Investments

Personal Financial Advice in Parramatta

Macarthur Wealth Management is a boutique financial planning practice in Parramatta led by Mohammad Hussein CFP®. We provide personal financial advice to individuals and families across Sydney.

Our work focuses on retirement planning, superannuation, SMSFs, investments, insurance, Centrelink and the financial aspects of estate planning. Clients deal directly with Mohammad from the initial conversation through implementation and review.

Advice is based on your objectives, financial position, cash-flow needs, tax position, existing arrangements and tolerance for risk. Investment values can rise or fall and outcomes are not guaranteed.

Financial Planner Sydney
Financial Planner
What We Do

Financial Services We Offer

Insurance Advice Sydney

Insurance

Tax Management Advice Sydney

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 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.
Why Choose Macarthur Wealth Management

Why Clients Choose Macarthur Wealth Management

Macarthur Wealth Management is a boutique financial planning practice. Clients work directly with Mohammad Hussein CFP® rather than navigating a large call centre or changing adviser teams.

Recommendations are based on your circumstances and are supported by external research, product comparisons and strategic modelling. We can advise across a broad range of approved products and strategies, subject to Golden Oak Wealth Advisers’ authorisations and approved product arrangements.

Golden Oak Wealth Advisers Pty Ltd and its advisers may receive commissions associated with the issue of life insurance products. For this reason, we do not represent ourselves as independent, impartial or unbiased.

Where legal, tax, accounting or other specialist advice is required, we can coordinate with your existing professionals or an appropriate specialist.

Speak with a Financial Planner in Parramatta

Ready to discuss your retirement, superannuation, investments or broader financial plan?

Arrange an initial conversation with Mohammad Hussein CFP® to discuss what you want to achieve and whether personal financial advice may assist.

Phone: (02) 9683 2869