Local Financial Planner
Western Sydney, NSW
Your Financial Advisor in Western Sydney
Staying on top of your day-to-day financial commitments and attempting to build a comfortable and prosperous future can be a significant hurdle — ATB Wealth Strategies, your friendly neighbourhood financial planner in Western Sydney, is committed to providing you with a secure today and profitable tomorrow.
One-size-fits-all isn’t in our vocabulary — by working alongside you, we tailor personalised pathways, schemes, and packages to elevate your financial security, streamline your investments, and build a formidable retirement.
Friendly and approachable, yet ceaselessly professional — our specialised team has the knowledge and experience to deliver robust advice and solutions, while remaining reassuringly local to you.
Why a Financial Planner in Western Sydney is Crucial
Extending from Hawkesbury in the North down to Macarthur Region in the south, Western Sydney is remarkably eclectic. It comprises a plethora of multicultural suburbs, a variety of topography from grassy woodland to bushland, and business enterprises ranging from agriculture through to construction.
In short, an absolute cornucopia of diversity.
Equally, the financial status, income levels, and wealth aspirations of its proud inhabitants are similarly disparate — the priorities of a paramedic in Parramatta may be completely at odds with the concerns of a coder in Campbelltown.
That’s why at ATB Wealth, off-the-shelf packages aren’t part of our financial vision. Operating from our offices in Parramatta, we relish taking the time to understand your current circumstances, gaining your trust, and most importantly, working with you to create bespoke wealth strategies to achieve your targets.
And, with our extensive knowledge of the area, its people, and the challenges and opportunities inherent to Western Sydney — we can provide an unparalleled advisory financial service.
Let our local team create your tailored pathway to wealth.
ATB Wealth Strategies — Financial Planners Servicing Western Sydney
Western Sydney may have the third-largest economy in the nation (after Melbourne and the Sydney CBD), and be spread across a massive area — but we still have an experienced financial advisor local to you.
At ATB Wealth Strategies, the majority of our valued, cherished, and now financially secure clients hail from:
Can’t see your region? If you’re in Sydney, we can help!
Our Financial Planning Services in Western Sydney
Retirement Planning, Western Sydney
After working hard all your life, you deserve to enjoy and relish your retirement — ATB Wealth Strategies’ retirement planning service allows for comfortable and pleasant golden years.
Life Insurance, Western Sydney
Allowing your loved ones to address funeral expenses, existing commitments, and your children’s wellbeing and education — our reassuring life insurance delivers a lump sum in the event of your death.
Income Protection, Western Sydney
If a serious injury or illness restricts your ability to work, meeting your day-to-day expenses and commitments could be challenging — our income protection plans deliver a percentage of your salary every month to ease the strain.
Investment Strategy, Western Sydney
At ATB Wealth, we provide a holistic approach to your current finances and future aspirations, with our investment planning services — incorporating SMSF advice, property portfolio administration, and wealth management.
SMSF (Self-Managed Super Fund), Western Sydney
Building for a comfortable and secure retirement, and creating tax-efficient schemes — ATB Wealth Strategies’ financial advisors will assist with the setup and strategy of your SMSF.
Insurance Services, Western Sydney
Life is full of unwelcome surprises that can challenge your financial health — ATB Wealth provides a comprehensive range of policies to safeguard you against the unforeseen — including income protection, TPD, trauma, and life insurance.
Begin your route to wealth today — speak to ATB Wealth Strategies now.
ATB Wealth Strategies — The Best Financial Advisors in Western Sydney
From Rouse Hill to Campbelltown — ATB Wealth Strategies are the leading financial planning advisors in Western Sydney. Our highly proficient team of professionals deliver a welcome combination of world experience and local knowledge — formulating bespoke financial strategies and solutions appropriate to your current situation and future aspirations.
Reassuringly independent, without a one-size-fits-all attitude, and acting unremittingly on your behalf — we promise to build robust financial pathways designed to increase your wealth possibilities and boost the security of your later years.