Financial planning

Be future ready

What’s most important for you?

and your future?

Finding the freedom to travel more often? Providing your children with a great start in life? Or building wealth and security for your retirement? Speaking with a Hejaz Financial Adviser can help you start living the life you want.

From ways to protect your lifestyle to new investment ideas, your adviser will help you discover your financial potential. We’ve helped more than 2,500 Muslim Australians, so you know we can provide personalised and transparent advice.

Plan for a better financial future

How it works

1. Getting started

Before your first complimentary appointment with a Hejaz Financial Adviser, we’ll ask you to complete a Fact Find. We also recommend you bring detailed information on your income, expenses, assets and debts.

2. Your first appointment

Your adviser will focus on understanding your current situation and goals. They’ll determine the scope of the advice you need and discuss the process of developing a tailored financial plan, including fees.

3. Your second appointment

Every step of the way, your adviser will walk you through your tailored plan and explain the recommended strategies to help you towards your goals. They’ll make sure you’re comfortable with your financial plan before moving forward.

4. Ongoing support

You can choose to get ongoing advice from your adviser to keep your plan on track. Otherwise you can get in touch whenever you feel like you need some extra help.

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