Maryam Touchai

Wealth Road Financial Planning and Risk Management Solutions Pty Ltd

Bronze

12 Yrs Experience

North Sydney, NSW 2060

About Maryam
Reviews
Work history & education
Leave a review
Get in touch
Back to search results

I have worked in the financial services field for over 14 years after completing my studies in journalism and international relations, as well as earning all relevant financial certifications for financial planning.

I am dedicated to accompanying my clients on their financial journeys and offering high-quality financial services. My professional purpose for my clients is to financially mentor and guide them towards their desired financial path.

I am a member of the FPA and my company Wealth Road Financial Planning, upholds high standards of compliance and ethics.

Quality and effective financial advice can make the upmost difference for your financial lifestyle.

By exploring your current situation and advising on all the financial options in your best interest, you can feel confident and satisfied with your finance.

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Complex Investments
Small Business Advice
Tax Strategies
Growing Assets
Budgeting

5.00 August 2025

My husband and I are business owners and connected with Wealth Road in 2024. I am pleased with the level of honesty and client care that my financial adviser, Maryam, and her team provide. She clearly explained our existing situation and offered high quality strategies to help us navigate our financial affairs toward our desired goals. I am truly happy with their prompt email responses, and they are always pleasant people to work with.

5.00 June 2025

I engaged with Maryam to obtain advice for my multiple superfunds and personal insurance I had through my employer. I felt very comfortable talking about my financial plans with her. She explained everything clearly and made sure I was looked after well, as I was overwhelmed with managing my kids and new job. I am very pleased with my experience with the advice group and look forward to working alongside her long-term.

1.50 March 2025

We engaged with Wealthroad almost 2 years ago and we still have not managed to progress towards the actions referenced on our first meetings. We have been attempting to discuss returning our money for 4 months with zero response.

5.00 January 2021

Maryam has helped ease my family's finance. She had provided us with efficient and professional financial advice for our SMSF, insurances and tax minimisation. Both Maryam and her team were quick and supportive which we enjoyed from using their services.