Professional advice to help you build on your success.
We think a financial adviser is like a personal coach for your money. They bring the right knowledge, expertise and guidance to identify your specific goals and help you achieve them.
Discover the difference specialists can make on building your wealth.
What’s most important for you and your future?
Financial Advice
Paying the debts faster? Providing your children with a great start in life? Or building wealth and security for your retirement? Speaking with a Meezan Financial Adviser can help you start living the life you want.
Our adviser will help you to find strategies to achieve your lifestyle and financial goals. We will also find ways to protect your assets and new investment ideas.
We’ve helped thousands of Muslim Australians. and we look forward to provide you personalised and ongoing advice.
At any stage of life, having a plan in place can provide you with the comfort of knowing you’re on track to achieve your financial and lifestyle goals. Your plan can include, but isn’t limited to:
Why work with us?
- Setting your short and long-term financial goals to fund your desired lifestyle
- Getting the right level of insurance to protect your income, lifestyle, family or business
- Growing, managing, accessing or consolidating your super, based on current legislative rules
- Recommended investment strategies
- Making a smooth transition towards retirement
- Downsizing and making the most of any excess funds
- Paying down your mortgage
- Managing an inheritance
- Navigating home and residential aged care options
- Managing an estate plan
Financial Advice
When your key focus is working hard to establish yourself financially, we can help you understand ways to potentially achieve even more.
- Grow your super
- Build wealth
- Protect your assets and capital
- Manage a redundancy
- Invest an inheritance
- Pay off your home sooner
- Prepare for retirement
The Process
Consultation
Your adviser will start by getting to know who you are, what you want to achieve and what’s important to you. The initial discussion will also cover fees and an early view of how your adviser can help. Your adviser might also have a follow-up meeting with you to dig deeper.
01
Plan Strategy
If you decide to proceed with advice, your adviser will undertake research and develop a comprehensive plan with detailed strategies that are based on your specific goals and circumstances.
02
Presentation
Your adviser will present a detailed written plan that includes their recommended strategy which has been tailored for you. This will show you the risk versus the benefit of implementing the recommended strategy.
03
Get Started
Once you’ve decided to go ahead with the recommended strategy, your adviser will start putting your plan into action.
04
Staying on Track
Because life never stands still. you can opt in to receive advice to help keep you on track. This is where your adviser can review your advice whenever you need to help make sure you’re tracking against your goals and support you every step of the way. All fees will be discussed upfront before you progress.
05
Support every Step of the way
Explore your goals
Life’s key events: What can you do today to feel future ready?
No matter where you are, or where life takes you, we want to be with you every step Of the way. Whether you’re looking for advice or information, we’ve brought together the expertise and tools to support you in making the right financial decisions.
Pick one or more life events that apply to you:
- I want to be debt free,
- I want to buy an investment property
- I want to buy a home
- I want to give my children the best chance
- I want to pursue a passion
- I want to retire right
- I wan to plan for retirement living option
- I want to save for something big
- I want to plan our future together
- I want to protect my lifestyle
- I want to simplify my finances
- I want to start accessing super
Talk to Us
Free Consultation to discuss how we can help with your property purchase.