Level 7, 91 Phillip Street
Parramatta NSW 2150

Financial Planning Services in Parramatta

Whether you’re planning for retirement, growing your investment portfolio, reviewing your superannuation, protecting your family with the right insurance cover or seeking advice to build, manage and preserve your wealth, Arrow Financial Advice can help.

Our experienced advisers work with professionals, executives, business owners, families and retirees throughout Parramatta and Greater Western Sydney, providing personalised financial advice tailored to your goals and circumstances. We take the time to understand your financial position and develop practical financial strategies designed to help you achieve greater financial security and long-term confidence.

Retirement Planning Advice

Planning for retirement requires careful preparation and a strategy built around your future lifestyle and financial goals.

Our advisers can help you understand your superannuation options, review your current financial position and develop a retirement strategy designed to provide long-term financial security. Whether retirement is approaching or still many years away, we’ll help you make informed decisions that support the lifestyle you want to achieve.

Investment and Wealth Creation Strategies

Successful wealth creation starts with a clear financial plan and disciplined investment strategy.

We work closely with our clients to develop investment and wealth creation strategies tailored to their financial objectives, investment timeframes and appetite for risk. Whether you’re growing your investment portfolio, generating passive income or protecting accumulated wealth, our advisers can help you invest with confidence.

Superannuation and SMSF Advice

Superannuation remains one of the most effective ways to build long-term wealth and prepare for retirement. We provide advice on contribution strategies, superannuation structures and retirement planning solutions designed to maximise your future financial position.

For clients seeking greater control over their retirement savings, we also provide guidance on Self Managed Super Funds (SMSFs). Whether you’re considering establishing an SMSF or reviewing an existing fund, our advisers can help you understand the responsibilities, opportunities and long-term benefits involved.

Insurance and Personal Protection Advice

Protecting your wealth is just as important as building it.

We provide advice on life insurance, income protection, total and permanent disability (TPD) insurance and trauma cover to help safeguard your financial future. Our advisers work closely with you to identify potential risks and recommend insurance solutions that suit your personal circumstances and long-term objectives.

Lending and Financial Solutions

Many important financial decisions extend beyond investments and superannuation.

Whether you’re purchasing a property, refinancing existing loans or exploring lending options to support your broader financial goals, we can help you understand the opportunities available and ensure your borrowing decisions complement your overall financial strategy.

Working with Accountants and Tax Professionals

Arrow Financial Advice offers the unique advantage of combining financial planning with accounting expertise. We regularly work alongside tax accountants, mortgage brokers, solicitors and other trusted professionals to ensure every aspect of your financial strategy works together.

Whether you’re looking to improve tax efficiency, structure your investments more effectively or coordinate your retirement planning, our collaborative approach helps deliver practical financial solutions tailored to your individual circumstances and long-term goals.

Who We Are

Arrow Financial Advice combines the expertise of a larger financial advisory firm with the personalised service clients expect from a trusted adviser.

At the core of our business is a commitment to providing relevant, responsive and easy-to-understand financial advice. As markets, legislation and personal circumstances change, we work alongside our clients to ensure their financial strategies continue to evolve with their goals.

With offices across metropolitan and regional Australia, our advisers stay connected to the latest industry developments while focusing on building long-term client relationships. Our goal is to help individuals, families and business owners throughout Parramatta and Greater Western Sydney make informed financial decisions with confidence.