ATB Wealth Strategies

Comprehensive, Expert Financial Advice for Wealth Creation in Parramatta

The Best Financial Planners For You

At ATB Wealth Strategies, our team of financial advisors and planners work together to provide the best advice for your needs. We take the time to learn about you, your goals, and what’s important to you — then find tailored solutions that make sense for where you are today, as well as where you want to be tomorrow.

Our goal is always to exceed expectations while keeping it simple — this means we won’t overwhelm you with complex jargon. As an ATB client, we’ll help protect and grow all aspects of your finances. We want you to have a wealth creation strategy that works for your unique circumstances.

Let’s have a chat about your future.

Our Core Financial Planning Services

Maximise your success on the road to financial security with expert advice from our team of trusted financial advisors in Parramatta, Sydney. We’ll help you stay on track with simple, effective and honest advice throughout your financial journey. With everything under one roof, you receive a seamless service tailored to your needs.

ATB Wealth is a Parramatta based financial planning company that goes the extra mile to find solutions and strategies to create wealth — for individuals, families, and businesses. Every aspect of your monetary affairs is covered by our expert financial planners — helping you manage your investments and wealth with confidence.

It’s never too early to start preparing for a financially secure future. Our financial advisors and planners help couples and individuals create a wealth strategy tailored to achievable goals. You can look forward to, and enjoy a comfortable, secure quality of life in retirement with our personal retirement planning.

Prepare for the unexpected with the help of ATB Wealth Strategies — a Parramatta based financial advisory firm providing access to many different insurances. Whether it’s life insurance, income protection, TPD (Total Permanent Disability), or trauma insurance — our independent advisors will find the best cover for you.

ATB’s investment management services are tailor-made, flexible, and designed to meet your needs. We provide a range of products that will suit every level of investor — including self-managed superannuation funds (SMSFs), artwork, other assets, shares, property and more. Our financial investment advisors incorporate all aspects of your finances to work out a wealth strategy that suits you.

ATB Wealth is a super fund advisory specialising in self-managed super funds (SMSFs). Our approved SMSF advisors provide investment and financial advice — with our services extending beyond just providing the necessary paperwork. Whether you have an existing SMSF that needs adjusting or are looking to set one up — our comprehensive tailored service will answer all your SMSF questions.

About ATB Wealth Strategies

Everyone deserves financial security, and this is something our team at ATB Wealth Strategies are passionate about. We want to assist you in creating a map that sets the path for your financial security — now and into the future. The personal service we provide ensures that your financial plan is unique to your circumstances and as individual as you are.

With one team of experienced financial advisors and planners, accountants and support staff under one roof, we can see the whole picture — and will guide and mentor you along the twists and turns of your financial journey.

Find out more about us and what we can do for your wealth creation by getting in touch.

Tailored Wealth Creation Plans For You

Whether you’re an individual, couple, a family or own a small business, ATB Wealth Strategies can help you formulate a plan for your financial future. Our locally based team in Parramatta, Sydney, are approachable and family orientated. We want to get to know you and your goals for now and the future — in a relaxed but professional manner.

Trust is important to us, and to this end, we welcome your input and will always go the extra mile to make sure you are satisfied with the solutions we create. We are honest and open in all our communications, and we promise we won’t baffle you with financial jargon. Our expert advice will always be clear and will place your best interests at the forefront every time.

Delivering a Complete Financial Solution

ATB Wealth Strategies team and expertise is diverse, covering every aspect of financial advice and planning. This saves you time and money — avoiding delays created by double-handling information and administrative processes. You won’t be waiting for callbacks as one office tries to get hold of another because everything is handled by our in-house financial advisors and planners.

From start to finish, our processes are tailored to meet your needs and streamlined to create your perfect wealth strategy for the future. Servicing clients in Parramatta and the greater Sydney area, we are accessible, and have cloud-based systems — so you can access your wealth plan from anywhere.

Let us create a plan for your future wealth and secure your financial future.

Suburbs We Service Include

Parramatta

Blacktown

Penrith

Western Sydney

Hills District

Sydney

Inner West

Macarthur