Meet the Team
at ATB Wealth Strategies
About ATB Wealth Strategies’ Financial Planners
ATB Wealth Strategies started six years ago with the aim of providing financial planning for individuals, couples and families. The principles, Paul, Jim and Michael, possess a passion for helping you grow your wealth — and find successful financial planning rewarding. They each have an accounting background, which combined with the knowledge of all things financial, helps them see the bigger picture.
Once they have a strategy in place for you and the goals are set, they will do their utmost to help you achieve them. Regular reviews keep you on track and focused on the road ahead. It’s horses for courses, and each client is unique — and they appreciate that — customising your wealth strategy to fit your needs.
Get in touch today to find out how our team can assist in your plan for the future.
Michael Mekhitarian – Financial Planner
Michael is passionate about helping clients gain clarity in their finances so they can choose a strategy to achieve their goals. His proactive approach is infectious, enabling you to believe in and attain more from your wealth creation plan. His philosophy is:
“I believe in opportunity and the role that I can play in creating something bigger and better. I want my children and my grandchildren to live in a better place. I want my friends, family and clients to find success.”
This philosophy is the foundation to each and every interaction with his clients. It’s what keeps him going every day and adds to the passion he feels for his work.
“My first priority is about ensuring my client’s financial success and freedom. My job as a business owner, accountant, financial planner and mentor allows me to have an impact on many, many people’s lives … and that’s a very powerful motivator.”
Michael’s degree gave him the opportunity to pursue his accounting career, before partnering with Jim Vass to form ATB Wealth Strategies. They were driven by a common goal — to create freedom for themselves and their clients through prosperity.
Integrity, trust and leadership are some of the values Michael holds dear. He has a love of motorbikes, shared with Paul and Jim, travelling and reading fiction. He is also excited by new cutting-edge software — and watching the Tigers win. His primary focus is to train and support the ATB Wealth Strategies team, so they too create a winning formula.