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
Financial advice is about enjoying life, now and in the future. Tell us where you want to be and we’ll create a roadmap to help you get there.
- Pay off debt and set up a budget
- Protect your income and lifestyle
- Get started with investing
- Buy a home or investment property
- Send children to school
- Manage a change in family or personal circumstances
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.