Our first meeting is held to understand your personal needs and objectives. This appointment is without cost or obligation. The purpose of the appointment is to identify your goals and get an understanding of what you're looking to get out of advice. This typically takes between 30 minutes to 1 hour.
Appointments may be conducted in our Parramatta office, over the phone or video conference. Should you wish to proceed with preparing a financial plan then a quote is provided. Our fees are competitively priced in the marketplace. In the second meeting, the financial strategy begins to take shape. At this point you will gain a good grasp of what options may be available to you and decide on the best course of action.
Appointments may be conducted in our Parramatta office, over the phone or video conference. Should you wish to proceed with preparing a financial plan then a quote is provided. Our fees are competitively priced in the marketplace. In the second meeting, the financial strategy begins to take shape. At this point you will gain a good grasp of what options may be available to you and decide on the best course of action.
Services
We are a Parramatta based financial planning practice specialising in retirement planning, superannuation and investment advice. The idea of Macarthur Wealth Management came about from the frustration of seeing Australians receiving lacklustre advice and inadequate service from large financial institutions.
This information is for Australian Residents Only. Macarthur Wealth Management is a Corporate Authorised Representative of Insight Investment Services Pty Ltd AFSL No. 309996. This information (including taxation) is general in nature and does not consider your individual circumstances. You should refrain from doing anything in reliance on this information without first obtaining suitable professional advice.
Superannuation is a retirement savings vehicle that can receive both employer and personal contributions. Macarthur Wealth Management located in Parramatta and servicing all of Sydney can advise you on a range of superannuation investment strategies. Your superannuation can only be accessed when you have satisfied a condition of release.
A self-managed super fund (SMSF) is a superannuation fund that has the members (or a company with the members as directors) as the trustee. The responsibilities of a super trustee are varied and complex, with the main aim of ensuring the fund stays compliant and is used for the sole purpose of creating wealth for retirement.
It's important to consider how soon you will need money when selecting your investments. For goals where access to money will be required within a short period of time cash and fixed interest investments would generally be appropriate. For long term goals where access to funds will not be required for several years down the track, generally suitable assets would include property, infrastructure and equities.
Reviews (10)
Ron F.
Jul 28, 2021
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Peter Jones
Jul 23, 2021
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We are very pleased with the financial advice provided by Macarthur Wealth Management. Mohammad researched superannuation and investment products in a short amount of time and managed the transition from our existing super provider to a new lower cost provider. He has also been proactive in providing advice regarding relevant superannuation legislation changes.
Mohammad provided very clear and easy to understand advice tailored to our requirements.
I have no hesitation in recommending Macarthur Wealth Management.
Mohammad provided very clear and easy to understand advice tailored to our requirements.
I have no hesitation in recommending Macarthur Wealth Management.
John Robicheau
Jul 17, 2021
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Recently my wife and I were reacquainted with Mohammad Hussein, after years of previous advise, we are now delighted to continue our association with him through his own business, Macarthur Wealth Management, Mohammad made the transition effortless.
He is always available for advise at any time, he is professional and friendly. We have substantially benefited from his extensive experience and knowledge.
We have no hesitation in recommending Mohammad Hussein/Macarthur Wealth Management as an advisor.
We couldn't be happier.
He is always available for advise at any time, he is professional and friendly. We have substantially benefited from his extensive experience and knowledge.
We have no hesitation in recommending Mohammad Hussein/Macarthur Wealth Management as an advisor.
We couldn't be happier.
Gerard Pinto
Jul 09, 2021
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Renee Rehbein
Jun 21, 2021
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Mohammad Hussein has been my financial adviser for a number of years first through a super fund and now independently. Mohammad is a thorough , trustworthy and knowledgeable outstanding professional. He is an honest, friendly and easy to deal with person. He is always reachable and answers all queries. I wouldn’t hesitate to recommend Mohammad as a financial adviser. He recently helped me changing super funds in response to excessive fees paid to the previous fund and guided me through the whole process. Very happy with his services.
John Walker
Jun 14, 2021
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I have no hesitation in recommending Mohammad Hussein/Macarthur Wealth Management. Mohammad was our Financial Planner with a previous super fund, and outshone other advisers in the same organisation in my experience. I was very pleased when he set up business independently. I have always found him thorough and professional. He identified significant savings and opportunities to make our money work harder following our recent transition into retirement. I really appreciate Mohammad's detailed and up to date knowledge of government rules and incentives around superannuation and related money matters
Sue Celkys
Jun 13, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Mohammad gives valuable comprehensive advice on available options in an easy to comprehend. manner. I have frequently contacted him with emerging issues which he responds to promptly and comprehensively. Highly recommended if you are seeking unbiased, professional support which is both good value and good quality.
Mohammad gives valuable comprehensive advice on available options in an easy to comprehend. manner. I have frequently contacted him with emerging issues which he responds to promptly and comprehensively. Highly recommended if you are seeking unbiased, professional support which is both good value and good quality.
Sandra Hughes
Jun 09, 2021
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Nas
Nov 28, 2020
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When I decided it was time to take serious action toward building wealth and implement an investment strategy, Macarthur Wealth Management put forward some options and worked together a tailored investment plan that suited our needs and goals. As I’m not very familiar with financial jargon and find dealing with these things quite daunting; they communicated the strategies clearly in language I was able to understand. I felt very comfortable going through this process and I walked away wondering why I had let that daunting feeling stop me from doing this earlier. I highly recommend Macarthur Wealth
Castle Turf
Jul 23, 2020
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