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.
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.
Discover the difference
specialists can make on
building your wealth.
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:
How can a financial plan help me?
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
Live the life you deserve
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
Live the life you deserve
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
1. 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.
2. 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.
3. 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.
5. 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.
4. Get Started
Once you’ve decided to go ahead with the recommended strategy, your adviser will start putting your plan into action.
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:
Talk to us
Free 1-Hour Consultation to discuss how we
can help with your property purchase.
Book now
What Our Clients Say
“We would like to express our thanks for the work you have done for us over the past years. The expertise and attention to detail with which you have handled our financial affairs could not be faulted. Particularly reassuring to us is our feeling of certainty in the absolute integrity of your dealings with us. Your continual advice on financial planning issues has saved us significant amounts of money. May you prosper, along with your clients.”
Dr Mutasim Sadiq
“Meezan finance provided us an outstanding service throughout the whole application process. The staffs were very responsive to our needs, answered our telephone calls and emails promptly, followed up with sellers, solicitors and arranged property settlement for us. We are happy that through Meezan Finance we have achieved the best Islamic loan for our family’s needs. We have no hesitation in recommending Meezan wealth to anyone.”
Usman Saleem
Senior Technical Manager (IBM)
“Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. Rokibul always had this and more. His dedication to clients, business excellence and education sets him apart and I would highly recommend him to anyone wanting to achieve better financial outcomes.”
Sameer Syed
IT Developer (Inenco Group)
“I am absolutely delighted with your service. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed me was the way you took the time to get a feeling for where I was at, your depth of knowledge, lateral thinking and your common-sense approach. Your professional, ethical and caring demeanour elicits my trust and respect and I gladly recommend your services whenever possible.”
Amer Islam
IT Consultant
Get in Touch
Our qualified team are ready to assist you with your questions.
Talk to Us
Bankstown:
Suite-104, 8 French Avenue, Bankstown, NSW 2200
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