Wealth Creation/Financial Planning

In Australia’s ever-changing tax, superannuation, and economic environment, there is no doubt that the need for sound and trusted advice is vital when planning your financial future. ATPs wealth management strategies have been developed with the needs of Western Sydney individuals in mind.

Through our advisory services, we give you the information and tools you need to take control of your financial future, and to manage your wealth, regardless of your stage of life. Our demonstrated expertise in taxation, investment, and self-managed superannuation funds, gives you a range of options for your financial stability now and in the future, for you and your family.

We assess and predict your future cash flow and assets values, and advise on withdrawal plans – including super co-contributions and transition to retirement strategies

We provide expert advice on the following:

  • Optimise your existing resources and wealth position
  • Retirement strategies
  • Mortgage elimination
  • Financial planning focusing on wealth Creation
  • Investment and gearing
  • Estate planning
  • Building on your investment portfolio
  • Diversifying your investments
  • Leveraging tax breaks and claims
  • Superannuation and SMSF

If you are in Western Sydney, we invite you to contact our financial planners at ATP to schedule an initial appointment to discuss your particular situation.

Phone us during office hours on 1300 829 484, or email us anytime. We look forward to being of service to you.