Investment Management

to Create Wealth

Investment Management

At ATB, we’re always looking for new ways to help you achieve your financial goals. Our investment management services are tailor-made and designed to be flexible to meet your needs. We have expert investment advisers who’ll work with you to develop a personalised plan to create wealth — you‘ll be in the driving seat of your financial future, so you can focus on what matters most.

We provide a range of products that will suit every level of investor — including accounts tailored specifically for self-managed superannuation funds (SMSFs) as well as property and other asset management services. Our financial investment advisor will incorporate all aspects of your finances to work out a strategy that you’re happy with.

Investment Advisory Firm

As an investment advisory firm, we service many investors across the country. With over 50 years of combined experience behind us, we have millions of AUS dollars under management with many clients. ATB offers financial and investment planning advice for individuals and organisations — including fund administration, institutional advice, and portfolio management.

Put your money where it can grow! Contact ATB investment management, Sydney, for a consultation.

Real Investment Advice to Make Your Money Work for You

When it comes to wealth creation, investing is a powerful tool to have in your arsenal. With a registered investment advisor to help you create a well-researched and considered strategy, you’ll have the financial freedom to make choices in life. 

It could be you’re taking your first steps into the world of portfolio investing, or an experienced investor wanting to boost their wealth. Whatever the case, our experienced investment advisors, Sydney will take the time to find out what your goals are — then develop a strategy based on your circumstances, timeframes and risk tolerance.

Portfolio Investment Strategy

Not Sure Whether You Need Investment Advisory Services?

  • Do I have savings that I am unsure what to do with?
  • Can I use my wealth to generate an income for my family and me?
  • Is there an investment advisor near me that can offer advice to plan my finances?
  • How do I build my wealth in a considered, cost-effective manner?

At ATB Wealth Strategies, we recognise there are many crossroads in planning for your financial future. By working with you, we establish what your investment objectives are, find suitable products, and monitor them going forward. We help you choose the right path for you, taking all factors into account — ensuring that deviations from the route meet your financial plan through life’s twists and turns.

How Can Investment Planners Help?

Everyone’s approach to investment is different. At ATB Wealth Strategies, we aren’t tied to any products, and you have access to the best investment advisors that always put your bottom line at the forefront. We can help you create wealth by incorporating various strategies into your financial plan, including:

As part of identifying what type of investment would suit you, our investment advisor will assess your attitude to risk. The investment advice we give ultimately aims to provide wealth accumulation for you — for the long haul. Once we identify your goals, we implement understandable, cost-effective and achievable ways to meet them.

By structuring your investment to suit your lifestyle, together, we can pave the way to a financially secure future.

Book a free strategy meeting with our investment advisor, Sydney.

Choose ATB Wealth — The Best Financial Advisors for Small Investors

At ATB Wealth, we’re committed to providing investment strategy services tailored to new and experienced investors. We offer a full range of financial services for individuals, families, and business owners in Parramatta. We take pride in shaping our investment strategies for your needs, because we know your goals are unique.

The diverse and transparent portfolios we set up are specific to your goals and targets. We will explain them to you in plain English, make sure your expectations are realistic, and be there to support you every step of the way. You can be assured your assets are in good hands with our independent investment planner at the helm steering the way.

Our investment management experts are there for you — whether you want to save for retirement or need direction and information about opportunities available to you. Our team is here to provide comprehensive advice and guidance. We believe that the right investments can change lives.

Let’s start by having a conversation about how we can meet your investment needs today!