Financial Advice

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

“We were very impressed with the support and updates provided by Irshad during our loan process. This process can be frustrating at the best of times and Irshad always made sure we were informed on the application progress. Thanks again for all your help.”

Rashed Mohammed Abu
IT Business owner

“I can’ t see how I could have organised this finance myself, given the difficulties with communication with the sellers and the solicitor, so we really thank you for all the chasing up you did for us.”

Dr Tabassum Hamid

“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

1300 141 145


Suite-104, 8 French Avenue, Bankstown, NSW 2200