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
About
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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
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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.
Smsf
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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.
Investments
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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.
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