Local Financial Planner

Campbelltown, Western Sydney

Your Financial Advisor in Campbelltown

When you’re planning on safeguarding your future, you need a financial advisor in Campbelltown that’s 100 percent on your side — and that professional is ATB Wealth Strategies.

Reassuringly local, yet impressively worldly-wise, our team of consultants will help you secure your finances and wealth creation today for a comfortable and enjoyable tomorrow. 

Delivering personally tailored and practically achievable financial strategies, our expert advisors take time to understand your current employment, income, and commitment situations — to formulate a powerful pathway to money and asset stability.

Start Your Route To Financial Security Now — Call ATB Wealth, Campbelltown, Sydney

Why You Need a Financial Planner in Campbelltown

You work hard for your income, your fiscal stability, and for your loved ones’ best interests, and therefore deserve the ultimate in individual, personal wealth advice — delivered unremittingly by ATB Wealth.

Local to Campbelltown, we know and understand the city’s residents, businesses, and challenges. Our focused advice and monetary planning is a combination of regional knowledge and national statutory obligations — but most importantly, targets your needs, requirements, and wealth aspirations.

Off-the-shelf packages have no place in our business ethos. Instead, we provide bespoke financial pathways, not one-size-fits-all solutions. Whether you need a financial advisor in Camden or a financial planner across the Macarthur region — ATB Wealth is the local professional you can trust.

Michael Mekhitarian, our expert financial planning chartered accountant from Macarthur, is ATB Wealth’s Campbelltown specialist. Unceasingly good-humoured, amiable, and with a can-do attitude — his focused approach and vast experience empower him to:

Financial Planner Campbelltown
  • Strengthen your asset portfolio.
  • Optimise and boost your SMSF.
  • Create powerful investment strategies.
  • Shield your loved ones in the event of your death.
  • Protect your income against injury and illness.
  • Streamline mortgage and loan repayments.
  • Create a pathway to a comfortable retirement.
  • Defend you and your children’s futures.

Let Michael build a financially secure future for you today.

Our Financial Services in Campbelltown, Sydney

Providing a lump-sum benefit in the event of your demise — our life insurance cover takes the strain off your loved ones, allowing them to address funeral costs, day-to-day expenses, and loan and mortgage repayments.

Enjoy a comfortable retirement with ATB Wealth’s retirement planning services — providing you with welcome financial stability in your golden years, and allowing you to travel, spend time with family, or pursue your hobbies.

A robust SMSF can guarantee a secure and stable retirement — at ATB Wealth, our financial advisors excel at the setup, strategising, management, and streamlining of your self-managed super fund.

Don’t allow illness or injury to threaten you and your family’s wellbeing — ATB Wealth Strategies’ income protection plans secure your finances by delivering a monthly benefit if you’re unable to work.

From income protection and life cover through to trauma and TPD — our financial advisors can advise and build solid insurance packages that deliver wealth and security peace of mind.

At ATB Wealth, we can implement an overarching strategy for your present-day income and asset situation combined with future finance planning with our comprehensive investment program — including SMSFs, portfolio management, and wealth administration.

Let us uncover your wealth opportunities.

ATB Wealth Strategies Campbelltown’s #1 Financial Advisors

From Wollondilly to Camden, ATB Wealth Strategies are your local, focused, and experienced financial advisors.

Working with you, we formulate bespoke financial pathways that take care of today’s pressing obligations, while laying robust foundations for a comfortable and pleasurable future.

Reassuringly professional, yet always approachable, our independence permits us to offer the most comprehensive solutions — with no ties or obligations to specific services, insurances, or products.

Profitable and achievable routes to wealth are within your grasp — let ATB Wealth lead the way.

Speak to your local financial advisor in Campbelltown today and accelerate your wealth trajectory.