Financial planning

Be future ready.

What’s most important to you

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

Buy a home or investment property

Protect your income and lifestyle

Send children to school

Get started with investing

Manage a change in family or personal circumstances

How it works

Getting started
01
Your first appointment
02
Second appointment
03
Ongoing support
04

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.

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.

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.

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.

Want to talk super?

Get Started

F.A.Q

Apply Online

Call us: 1300 043 529