Mo Shouman

My Wealth Choice

Bronze

9 Yrs Experience

Wetherill Park, NSW 2164

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I specialise in empowering professionals earning $250,000 or more to save on tax, make more money and retire early on 10-20k per month.

With over 20 years of expertise in financial planning, I helped 370+ families create passive income and have control of their financial future. Through RSU's and ESPP I helped create passive income for professionals to save tax and make money to retire early.

I own a fee for service practice and I take pride that I donate a minimum of 1% of my business profit to charitable organisations of my clients choice.

Outside of work, I cherish spending time with my family. Whether I’m stepping into the role of chef, playmate, driver, coach, or just being a supportive shoulder to lean on, family time is always a priority for me.

Government Assistance
Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Margin Lending
Shares & Investments
Redundancy
Complex Investments
Tax Strategies

5.00 October 2025

I spoke to Mo thinking that I have no room to save on tax or get ahead because I was doing a lot of stuff already. Mo turned it around for me. Let’s just say he is unconventional in his thinking and strategies. He helped me buy 2 more properties while saving on tax and also get clarity on what my retirement at 50 might look like. I already worked with my accountant but the value I got from him can’t be compared to Mo’s work

5.00 September 2025

Mo and his team really know what they are doing. They have a solid process from start to end which I really liked. He explained everything from the get go and was upfront about the pros and cons of all my goals and steps forward. He gave me peace of mind that I can safely spend on my holidays while not impacting my retirement. His strategies is not the cookie cut one you see everyday. Highly recommend.

3.00 July 2025

I think he tried to give his best advice, but it wasn't what I was looking for. I do not think I will contact another financial adviser ever.

5.00 April 2025

Mo helped me and my wife reduce RSU-related tax burden and change my investments. I spoke to other planners before, his expertise in tech industry compensation structures made a huge difference to the outcome of my long-term plan. The Financial Roadmap Meeting alone was worth every dollar. Highly recommend for anyone looking to build wealth smarter!

5.00 March 2025

Mo’s advice completely changed how I approach my finances. He identified missed opportunities, especially with tax efficiency and wealth structuring. His explanations are clear, practical, and tailored to my goals. His research and planning team provided a great plan. If you're a high-income professional, his guidance is invaluable!

Adviser status Bronze
Rating 4.82
Number of reviews 14
First year providing advice 2016
Years of experience 9
Highest qualifications
- Bachelor of Science in Management (Finance & Marketing)
- Bachelor of Science in Management (Finance & Marketing)
Languages spoken
- Arabic
- English