Trusted Financial Planning, Sydney

at ATB Wealth Strategies

Financial Planning

ATB Wealth offers more than financial planning — we provide strategies and solutions for individuals, families, and businesses that help you manage your investments and wealth with confidence.

Based in Parramatta, we are one of Sydney’s most trusted financial planning companies.

We have the scale to provide you with quality advice from expert financial planners who are trained in-depth in every aspect of finance. Our services include investment advice, tax planning, creating financial plans, retirement guidance, estate planning — and everything in between. So if you’re looking for a financial planning firm that delivers solutions for growing your wealth, with no confusing financial jargon, you’re on the right page.

Financial Planning Services

Contact our financial planners and plot your route to a secure future.

The Benefits of Professional Financial Planners

As financial planners, ATB Wealth Strategies are committed to helping you reach your financial goals. Our professional team helps you to seek financial freedom. We understand that every individual set of circumstances is unique. This is why we take the time to get to know you and your financial expectations — to help you meet them head-on.

Whether you want to make sure you can afford your children’s school fees, save enough to take a summer vacation each year, or build a retirement fund to keep you comfortable in the golden years.

By organising your finances with the assistance of a financial planning specialist, your dreams of a financially secure future can become a reality.

Our friendly team will take the time to find out what your priorities are — and create a wealth plan to achieve them. Our no-pressure approach gives you the time and information to decide what’s within your comfort zone. We then tailor a strategy for you and help you ensure that your plan stays on track even when life throws you curveballs.

For financial planning, Sydney, talk to our team.

Financial Planning

You may have heard the saying, ‘fail to plan, plan to fail.’ While this can cover any aspect of life, planning is one of the most important elements about building wealth and securing your financial future. ATB Wealth Strategies aims to provide you with comprehensive financial planning — so you can be confident your money is secure. Our local financial advisors help you protect your assets whilst guiding you through what can be a confusing, and sometimes complex financial and investment world.

Create your road map to a clear, comprehensive planned financial future — contact us.

Investments

To create wealth, you require a solid strategy in place — that works for your financial situation and meets your ultimate goals. Our friendly, financial planning and management team believe in educating you, so you can make informed choices and feel confident about the decisions you take. We provide investment strategies and financial planning help that covers a wide range of products, all tailored to meet your requirements.

Let us show you what’s possible — speak to our smart financial planning team.

SMSFs

More and more Australians are turning to SMSFs (Self Managed Super Funds) as a way to invest in the future while maintaining control of their finances. ATB Wealth Strategies financial planning consultant can help you decide if an SMSF is right for you, and assist with its set up and ongoing management. Our independent advice gives you the peace of mind that your SMSF is fully compliant with regulations, and you’re receiving the maximum benefits it can offer you.

Let’s have a chat about your future. Get in touch with our financial planners, Sydney.

Financial Planner in Australia

Insurance

One of the foundations of a solid financial plan should be having adequate insurance in place for when life doesn’t go the way you anticipated. ATB Wealth Strategies financial planning advice can arrange protection for your financial future — whether that’s life insurance, income insurance, TPD (Total Permanent Disability) insurance or trauma insurance. We help cover the wealth you are building so you can grow your future with confidence and shield your loved ones.

Start your future financial planning by booking a consultation today.

Retirement Planning

Are you looking for the best financial planner to provide you with a financial strategy geared towards keeping you and your family comfortable in retirement? At ATB Wealth Strategies, our financial planning services are provided by friendly experts who listen to your needs and keep your best interests in mind at all times. Our trusted team can help you navigate important financial decisions, helping you understand your current position, and what the future might look like.

It’s never too soon to start planning for retirement — call our financial planner, Sydney, today.