Helping You Take Control of Your Financial Future

"Arlan was always very supportive and helpful whenever we needed advice. He was very attentive during our appointments and always made himself available when we dropped in with any extra questions. We would highly recommend him to anyone looking for financial advice."

"Arlan was very easy to talk to, and spoke in layman's terms without industry jargon. He communicates very well."

"Arlan has provided me with in-depth sound financial advice for the last 5 years. I find him very approachable and he is always available to answer any questions, which he presents in an easy-to-understand format."

"Arlan was very attentive and knowledgeable in regards to the insurance that suited our situation but also listened to my concerns and preferences and acted according to my wishes. He communicated regularly so I know exactly what was going on. I would definitely recommend Arlan and would have no hesitation in working with him again in the future."

"Arlan was a great help in setting up our insurances and superannuation. His communication is fantastic and he always made sure to keep us informed every step of the way. He answered any questions we had and spent the time to explain things in a way we could understand. Would definitely recommend his services to others."

"Arlan is friendly and thoughtful, knowing I’m going through a tough time with my separation. Whenever I ask for help, he responds immediately. I was surprised he replied over the weekend telling me to relax and that he’ll look into it on Monday, and then I had an email on Monday to ease my mind. Great job Arlan, and thank you."

"Arlan is extremely easy to talk with and makes complex financial jargon easier to understand. He’s very patient when dealing with me and takes time to go through and explain things clearly to ensure my understanding. I’m very confident leaving my financial affairs in his capable hands."

"Arlan is always friendly and easy to communicate with. He makes an effort to make the information easy to understand and takes the time to explain financial matters.

Arlan is available for calls and appointments in timely manner.

Arlan's advice is sound and appropriate to your individual situation."

"Arlan was very clear and helped us understand the whole process."

"Thanks Peter, thanks for taking the time to reply and I look forward to helping you achieve your retirement goals."

"When we first decided to look for a financial adviser, we were unsure where to start. We contacted Arlan to have a chat to him about our future financial needs, we found him down to earth and easy to follow. He explained to us our options leading into transition to retirement and growing our wealth, making sure we understood the full benefits & risks with suggestion he made. We decided to give our portfolio to Arlan over 2 years ago as his knowledge of the current trends, regulations & growth for our investments is unbeatable, and we have not looked back since. He is very approachable on even the simplest of questions, and prompt to reply to calls or messages. We would highly recommend his services to anybody."

"Arlan has assisted us with our retirement planning over the last 6 years. He has always been available with answers to any of our questions and has been invaluable in setting us up for a comfortable retirement."

"I’m so glad l went to see Arlan with regard to aged care costs. He explained things clearly and succinctly. He has a friendly and engaging manner and l felt reassured by his excellent advice."

"Having been a lifetime banker but now aged 83, I appreciated an adviser who had empathy for my lack of modern day financial awareness. His interviewing technique is relaxed and reassuring with prompt follow-up communication."

"Arlan is super easy to talk to and is willing to listen to your needs before offering advice. I appreciate his non-jargon approach as I truly understood what decision we were taking to move forward and if I didn't understand, he was patient to re-explain the situation before moving on."