Financial Planner Western Sydney
Financial Planning in Western Sydney's Macarthur Region
Grabowski Financial Planning is a Western Sydney financial planning practice based in Macarthur, with offices at 6/6 Somerset Ave, Narellan and Unit 8/121 Queen St, Campbelltown. Camden and Campbelltown are two of the eight council areas in the Western Sydney City Deal, alongside the Blue Mountains, Fairfield, Hawkesbury, Liverpool, Penrith and Wollondilly.
For over 20 years we have helped clients plan for retirement, make the most of their super and protect their families with the right insurance. The practice was recognised as a Rising Star at the WSABE Western Sydney Awards for Business Excellence, and our advisers are Authorised Representatives of Fortnum Private Wealth Ltd (AFSL 357306).
Call (02) 4648 0431 to talk to a financial planner.
What to Look for in a Western Sydney Financial Planner
Choosing a financial planner is a long-term decision. Whoever you choose, these are worth checking before you book.
They are listed on ASIC’s Financial Advisers Register
They are authorised to advise on the products and areas you need help with
They give you a Financial Services Guide that explains their services, fees and links to financial products
Their fees and any commissions are explained in writing before you go ahead
They cover the advice you need, such as retirement, super, insurance or estate planning
Personal advice comes in a Statement of Advice that explains the strategies and products recommended
They have an office you can get to when you want to meet in person
Financial Planning Services for Western Sydney Clients
Our advice covers the areas listed in our Financial Services Guide, including:
Retirement Planning
Working out how much you need, when you can retire, and how to turn super into retirement income, including Centrelink and DVA advice. Retirement planning.
Superannuation & SMSFs
Super advice including salary sacrifice and consolidation, and advice on whether a self managed super fund suits you.
Life & Income Protection
Personal insurance strategies covering life, trauma and income protection insurance, so your family and income are protected.
Budget & Cash Flow
Budget, cash flow and debt management advice to get on top of spending and repayments.
What Does a Financial Planner Cost?
Fees depend on your circumstances and how complex your advice is. Under our Financial Services Guide, advice fees can be charged as:
A set dollar amount
A percentage of the amount invested
An hourly rate
A combination of these, as agreed with you
Ongoing review fees under an Ongoing Service Agreement, if you choose ongoing advice
Commissions paid by insurers on insurance products, disclosed in your advice
Our Offices and Service Areas
We see clients at our Narellan and Campbelltown offices. Our service areas include Campbelltown, Narellan, Camden, Oran Park, Gregory Hills, Harrington Park, Mount Annan, Leumeah and Minto. See all of our areas of service.
What Happens at Your First Meeting
Your first meeting is about understanding your goals and where you stand today: your income, super, investments, debts and insurance. From there, your planner can prepare personal advice in a Statement of Advice, which sets out the scope of the advice, the basis for the recommendations, and the fees and payments involved.
Ask about any fee for the first meeting when you book on (02) 4648 0431.
Common Questions About Financial Planning in Western Sydney
Where are your offices?
We have two offices in Macarthur: 6/6 Somerset Ave, Narellan and Unit 8/121 Queen St, Campbelltown. Call (02) 4648 0431 to book a time.
Is Macarthur part of Western Sydney?
Yes. Camden, Campbelltown and Wollondilly are among the eight council areas in the Western Sydney City Deal, which the Australian Government, the NSW Government and the councils signed in March 2018.
Are your financial planners licensed?
Yes. Our advisers are Authorised Representatives of Fortnum Private Wealth Ltd, which holds Australian Financial Services Licence 357306. You can check any adviser on ASIC’s Financial Advisers Register.
How are your financial planners paid?
Through advice fees and, for insurance, commissions paid by the insurer. The amounts that apply to you are disclosed in your Statement of Advice, and our Financial Services Guide explains how payments work.
Can you help me plan for retirement?
Yes. Retirement planning is at the centre of what we do, from super and SMSF advice to retirement income and Centrelink. See our retirement planning page.
