Andrew Rowan Wealth Management 1311 Sturt Street, Ballarat Central, Victoria 3350
About the Business
Welcome to Andrew Rowan Wealth Management, located at 1311 Sturt Street in Ballarat Central, Australia. As an establishment in the finance industry, we are dedicated to helping our clients live a better life. With over 25 years of experience, it has been our driving passion to assist individuals in identifying their hopes, dreams, and aspirations for the way they want to live.
At Andrew Rowan Wealth Management, we understand that living a successful life means different things to different people. That's why we take the time to work closely with our clients, getting to know them on a personal level and understanding what truly matters to them. By doing so, we can help them achieve their lifestyle goals by providing expert guidance in managing their financial affairs.
We believe in transparency and want our clients to have all the necessary information. That's why we encourage you to view our Disclaimer, Legal Information, Financial Services Guide (FSG), and Policy Statement. We want you to feel confident and informed when working with us.
Whether you're planning for retirement, looking to grow your wealth, or simply need assistance with financial management, Andrew Rowan Wealth Management is here to help. Our team of experienced professionals is committed to providing personalized solutions that align with your unique goals and aspirations.
Experience the difference of working with a wealth management institution that truly cares about your success. Contact Andrew Rowan Wealth Management today to schedule a consultation and take the first step towards living the life you've always dreamed of.
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Location & Phone number
1311 Sturt Street, Ballarat Central, Victoria 3350, Australia
Hours open
Monday:
09:00 - 17:30
Tuesday:
09:00 - 17:30
Wednesday:
09:00 - 17:30
Thursday:
09:00 - 17:30
Friday:
09:00 - 17:30
Saturday:
Closed
Sunday:
Closed
Reviews
"When we met Andrew nearly 19 years ago we had shopped around for a financial planner who listened, understood us and wasn't aligned with any particular product. We wanted solid and unbiased advice. Well we got all of that plus so much more with Andrew! Andrew listens to what it is we want our lifestyle to be and he works hard to get us there. From share portfolios, to super, self managed superfunds, investments, business purchases, insurance, budgets, Andrew has delivered so much for myself and my husband. He takes an interest in our family and what we do. His advice is very practical and he explains it very well so that we truly understand what it is we are trying to achieve and exactly how we will achieve. We have ticked some big goals in out finances and I know it is because of his advice. If you are looking for some solid financial advice to deliver your long term goals i truly recommend that you speak to Andrew."
"Andrew has provided and continues to provide me with consistently honest and sound advice. Andrew always takes the time to ensure I understand everything regarding my finances."
"Andrew and his team have been providing my wife and I, sound , unbiased and reliable financial advice for more than 25 years. Andrew's professional and personalized advice through the many ups and downs of the last years, has enable us to maintain a positive portfolio performance during these challenges. His attitude towards honesty and accountability has earned our unwavering trust in the management of our financial affairs. A fee for service profile, for advice and management, has ensured that we have not been given advice that would direct commissions from companies with a less than altruistic philosophy to their style of product management. We are looking forward to retirement in the knowledge that our financial position will ensure a very comfortable lifestyle. Thank you Andrew and team Steve"
"I don't often take the time to write google reviews, but when an people like Andrew and the team at ARWM continue to go out of their way with genuine empathy, respect and an understanding of my family's needs its pretty easy to take the time to write a review. Thank you for 15 years of support and for making the complexities of financial planning, insurance and superannuation simple....."
"Andrew Rowan Wealth Management look after my Self Managed Super Fund and Share Investments. Andrew's knowledge of markets, Wealth Management and Retirement Planning are first class. His Investment philosophy has made investing simple and allows me to sleep well at night without worrying"
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