Local Financial Planner
Your Financial Advisor in Penrith
On your doorstep, but boasting an expansive view, we take time to understand your current financial situation, employment, dependents, and monetary and asset goals — formulating a tailored wealth strategy for today’s challenges, and those of tomorrow.
Begin Your Pathway To Financial Security Today — Call ATB Wealth, Penrith, NSW
Why You Need a Financial Advisor in Penrith
Sydneysiders should demand a trustworthy financial advisor that understands the local area, its demographics, economy, and the challenges facing its amazing residents — not an anonymous and impersonal consultant on the end of an email or website platform.
At ATB Strategies, we’re proud of our amiable and localised approach to personal finance and wealth — living and working right here in Western Sydney, we know the city and its inhabitants. We take time to work with you, identify your current situation, and deliver solutions that meet your aspirations.
In short, we will become your go-to, and most importantly trusted, financial planners.
Jim, Paul and Michael are your specialist financial advisors. Each backed by 30-plus years of strategic planning experience, we can assist with:
Book your free financial strategy meeting now.
Our Financial Planning Services in Penrith, NSW
Protecting you and your family’s financial future security, we can organise solid and affordable life insurance plans — providing a beneficial lump-sum payment should you die or contract a terminal illness. This delivers welcome peace of mind — addressing funeral costs, your loved ones’ day-to-day expenses, loans, and the education of your dependents.
At ATB Wealth Strategies, our experienced retirement and pension advisers will safeguard your more mature years — whether that’s a long time ahead, or within the reasonably short term. Robust planning today can ensure a comfortable and financially sound future — allowing you to relish your retirement.
Life can throw us all unexpected challenges — income protection shields you against these livelihood-threatening events. If illness, incapacitation, or injury prevent you from fulfilling your employment duties — ATB’s income/salary continuance insurance provides an agreed percentage of your wage, allowing you and your family to meet crucial financial commitments.
Long-term planning delivers long-term results — that’s why at ATB Wealth, we can provide you with a personal investment strategy to boost your financial security. Focusing on your targets and aspirations, we can cover anything from stocks, shares, and property portfolios through to asset management plans and self-managed super funds.