ATB Wealth Strategies

Financial Advisers & Mortgage Brokers in Parramatta, New South Wales

5.0 (7)

Category	Financial Advisers & Mortgage Brokers · Business development service, Insurance broker, Investment company, Investment service
Address	Ste 2, Level 4/88 Phillip St, Parramatta NSW 2150
Area	Parramatta, New South Wales
Phone	(02) 9687 1042
Website	atbwealthstrategies.net.au ↗
Google rating	5.0 (7)

Opening hours

Friday	9 am–5:30 pm

About ATB Wealth Strategies

At ATB Wealth Strategies we are financial planners who focus on all aspects of financial strategy. We believe that financial success starts with a strategy. That's why we work closely with our clients to help them define their goals and objectives. We can help with your personal finances, work with your family and we also work with businesses to ensure that they are financially sound. With over 50 years combined experience in the financial industry, our team is well-equipped to make sure that you have a plan for every stage of life. Our financial planning services include retirement planning and investment management for individuals as well as comprehensive wealth management services for families and other business entities in Parramatta.

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Latest Google reviews

The 5 most recent reviews shown on Google Maps. Reviews belong to their authors; read all of them on Google.

Dylan Trapman a year ago

Jim Vass, and the team are sensational, been using them for my business accounting and personal financial advisory for years, always on top of the work and great at following up, friendly, and offer great guidance. Will always recommend anyone looking for business and or personal accounting.

Amdis100 3 years ago

The amount of knowledge Paul have expressed is beyond words. He is knowledgeable, friendly and takes the time to explain further if you don’t quite understand. He is definitely the go to when you want your money to work for you!

Alvin Rajakumar 4 years ago

Knowing Jim personally, It never ceases to amaze me the strategic-first approach which he and the team takes for their clients in driving best outcomes for clients. Can't recommend this group enough.

Ben Last 4 years ago

I approached Jim to help with my wife and I’s finances as a whole. Personal Tax, business commitments, super and investments We found Jim extremely accomodating and Knowledgeable and would have absolutely no hesitation in recommending him!

John Drury 4 years ago

The team at ATB Wealth Partners is well placed to give the very best financial advice. They have a great blend of experience and up to the minute market information. You are in safe hands with this proven team.

All reviews on Google ↗

Frequently asked questions

Where is ATB Wealth Strategies located?

ATB Wealth Strategies is at Ste 2, Level 4/88 Phillip St, Parramatta NSW 2150, in Parramatta, New South Wales. Use the “Open in Google Maps” button on this page for directions.

What kind of business is ATB Wealth Strategies?

ATB Wealth Strategies is listed as a financial adviser and is also tagged on Google as business development service, insurance broker, investment company.

What are the opening hours of ATB Wealth Strategies?

Published hours are Friday: 9 am–5:30 pm. Hours can change on public holidays, so call before a special trip.

What is the phone number of ATB Wealth Strategies?

You can call ATB Wealth Strategies on (02) 9687 1042.

How is ATB Wealth Strategies rated on Google?

ATB Wealth Strategies has a Google rating of 5.0 out of 5 from 7 reviews.

Does ATB Wealth Strategies have a website?

Yes, the website of ATB Wealth Strategies is atbwealthstrategies.net.au (linked on this page).

Are there other financial advisers & mortgage brokers near ATB Wealth Strategies?

Yes. Parramatta also has Health & Finance Integrated, JR Financial Solutions, IMB Bank - Parramatta Branch among others; see the full list of financial advisers & mortgage brokers in Parramatta at the bottom of this page.