We are a Parramatta based financial planning practice, specialising in retirement planning, superannuation and investment advice.
Whether you want to start preparing for retirement or have already done so we can help you implement a personalised financial roadmap.
We offer tailored solutions for the following:
Retirement planning
Superannuation
Investments
Redundancy
Centrelink
Tax minimisation
Estate Planning
WHY CHOOSE MACARTHUR WEALTH MANAGEMENT?
We are not aligned to any product providers so we can offer honest and unbiased advice on wide range of investments and superannuation funds.
We take the time to understand your needs and are committed to delivering high quality advice. As a local boutique firm, your adviser is committed to managing your financial affairs and ensuring you get the service you deserve.
We specialise in retirement planning and you will benefit from our depth of knowledge, insight and experience in this field.
Expertise
My fees
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.
At a glance
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Adviser status
Gold
- First year providing advice 2008
- Years of experience 17
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Macarthur Wealth Management
24a Macarthur StParramatta, NSW 2150

Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Fintegrity Wealth Advisers Pty Ltd
AFSL 534971
