Bill Faraj

High Street Wealth

Platinum
18 Yrs Experience
Kogarah, NSW 2217

Over 13 years experience in the financial planning industry, with extensive experience in different areas of Wealth Management.

I am committed in helping clients to reach their optimum financial destination. I achieve this by listening to clients and providing them with a comprehensive solution that meets their goals through my tailored fee for service pricing structure and maintaining business relationships at arm’s length.

What this means to the client is peace of mind that they obtain the services and products that are the most appropriate for them. I believe that the key to reaching their financial destination is by ensuring every aspect of their finances is reviewed and collectively works toward meeting their goals.

My advice ranges from Asset Protection, Business Succession Planning, Wealth Accumulation, Debt Minimisation Strategies, Gearing, Retirement Planning, Taxation Strategies, SMSF, and Estate Planning.

My mission is to build close, lifelong relationships with my clients to understand and help them achieve their financial and lifestyle goals.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Property Investment
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 7
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualification
    • Bachelor of Business (Financial Planning)
  • Language spoken
    • English

High Street Wealth

4 Belgrave St
Kogarah, NSW 2217

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

High Street Wealth

AFSL 514357