Financial advisers
in Parramatta
Personal financial advice from advisers based in Parramatta, not a call centre somewhere else. Retirement, superannuation, investments, insurance and aged care, for people across Western Sydney.
from 52 Google Reviews Nationwide
Parramatta, and the people in it
Our Parramatta advisers work with people across Western Sydney, including Westmead, Harris Park, Granville, Merrylands, Baulkham Hills, Castle Hill, Rydalmere, Blacktown and Auburn.
Parramatta is Sydney’s second CBD and the centre of the most diverse population in the country. Households here are frequently building wealth from a standing start: first-generation professionals, families with obligations in more than one country, and a very large public sector and health workforce concentrated around Westmead.
The advice questions reflect that. How to support parents and children simultaneously. How money held or sent overseas interacts with Australian tax and Centrelink. How to make the most of employer superannuation arrangements that many people never look at closely. Our Parramatta team is one of our largest, and it works in several languages.
Your Parramatta advisers
Small team, long tenure. You will deal with the same person each time, and they live here.
Kevin Nguyen
Financial Advisor
Josef Jindra
Senior Financial Advisor
Michelle Ho
Financial Advisor
Archie Figueira
Senior Financial Planner
David Collins
Senior Financial Advisor
Selva Kathiresan
Senior Financial Advisor
Hemant Tidke
Senior Financial Advisor
Andrew Kostopoulos
Senior Financial PlannerWhat we help with
Almost nobody arrives needing all five. Most people start with one and find the others matter more than they expected.
Five stages,
not five hundred pages.
The first conversation costs nothing and commits you to nothing. From there it’s a documented process, and you see the reasoning at every step rather than a recommendation landing on your desk.
Evaluation
Discovery
Strategy
Implementation
Review
At the heart of advice is the desire to make people’s lives better. Compassion, support, empowerment. It is rarely ever just about money.
Find us in Parramatta
Our Parramatta office is open for appointments, and we are happy to meet by phone or video if that is easier, or to come to you if getting in is difficult.
Questions people ask us in Parramatta
Why see an adviser in Parramatta rather than in the Sydney CBD?*
Because you will actually see them. Our Parramatta advisers work in the area, know it, and are easy to get to without taking half a day off. The research, technical support and investment resources behind them are the same ones our Sydney office uses, because it is the same firm.
Which areas do you cover from the Parramatta office?
Parramatta and the surrounding area, including Westmead, Harris Park, Granville, Merrylands, Baulkham Hills, Castle Hill, Rydalmere, Blacktown and Auburn. If you are further out, we can meet by video or arrange to come to you.
Can I meet by phone or video instead of coming in?
Yes, and plenty of our Parramatta clients do. The advice is the same either way. Most people mix the two: an initial meeting in person, then reviews by video.
What does financial advice cost?
Fees depend on how complex your situation is and what you need. We quote in writing before you engage, so you decide with the number in front of you rather than after the fact. The first conversation is free and carries no obligation.
Do I have enough money to need an adviser?
Advice tends to matter most at moments of change rather than at a particular balance. Retiring, selling a business or a property, an inheritance, a redundancy, a separation. If you are facing a decision you cannot easily undo, that is usually the point, whatever the number.
Can you help with Age Pension and Centrelink?
Yes. Working out entitlements, how assets and income are assessed, and how a decision about super or an investment affects what you receive is a routine part of retirement advice.
Are your Parramatta advisers qualified?
Yes. All of our advisers meet the education, training and ethical standards required to give personal financial advice in Australia and appear on ASIC's Financial Advisers Register. Individual qualifications are listed on each adviser's profile.
What is a best interests duty?
It is a legal obligation to act in your best interests when giving personal advice, and to put your interests ahead of ours wherever the two could conflict. It is the reason a recommendation has to be documented with the reasoning behind it rather than simply asserted.
Do you also do home loans?
Yes, through our Parramatta lending team. Advice and lending sit in the same group, so if you are weighing up a mortgage alongside a retirement or investment decision, both conversations can happen together.
Parramatta advice, from people who live here.
Thirty minutes. In our office, at your kitchen table, or by video. No fee, no obligation. You will leave knowing more than when you started, even if you never come back.