Empowering You Through Knowledge
At Andrew Rowan Wealth Management, our aim is to help people achieve their hopes, dreams, and aspirations with certainty. We understand that the world of finance can sometimes be complex, confusing, and uncertain. We help provide you with clarity to cut through the noise. We do this by helping our clients make better financial decisions. We then partner with our clients to design, build, and set in motion their own unique financial life plan that will give them the greatest sense of certainty of living their ideal life, sooner rather than later.
Our Vision
We believe that life success is achieved through rigorous planning that leaves nothing to chance, and by making fully informed financial decisions based on quality advice from qualified professionals who have their clients' utmost best interests at heart. We know that life is a journey, and that our clients' circumstances will change over time. However, we also recognize that the ultimate achievement of our clients' hopes, dreams, and aspirations will necessitate ongoing attention. That's why we meet with our clients regularly to monitor their progress and to help keep them on track.
Our Services
Our services are designed to help you achieve your lifestyle goals by better managing your financial affairs. We recognize that living a successful life means many different things to many different people, and that's why we spend time with our clients to understand what is deeply important to them. We help our clients identify their hopes, dreams, and aspirations for the way they want to live their lives. We then help them develop a personalized financial plan that aligns with their values and goals.
Our services include:
- Financial planning
- Retirement planning
- Investment management
- Estate planning
- Superannuation planning
- Tax planning
- Insurance planning
Our Philosophy
We believe that money is more than just numbers; it's about living the life you want to live. We believe in empowering you through knowledge, helping you make informed financial decisions that align with your values and goals. We believe in helping you live a better life, a life that is free from financial stress and worry.
Poor Communication and Service
Several reviewers had issues with the communication and updates from Andrew Rowan Wealth Management. Ken Buckley gave a 1-star review, stating that the company's communication and updates were not forthcoming, making it difficult to resolve his case.
Exceptional Service and Expertise
On the other hand, several reviewers had outstanding experiences with Andrew Rowan Wealth Management. Stephen McKenzie, Jb, Craig ActivePipe, Glenn Sharp, Ewen Fletcher, and Paul Ballinger all gave 5-star reviews, praising Andrew's professionalism, personalized advice, and exceptional service. They emphasized Andrew's expertise in financial planning, investment, and retirement planning, as well as his honesty, accountability, and empathetic approach.
Andrew's team has been providing financial advice for over 25 years, helping clients achieve positive portfolio performance despite market challenges. Andrew's fee-for-service profile ensures that advice is unbiased and not influenced by commission-based products. Many reviewers have received sound and reliable financial guidance, allowing them to make informed decisions and achieve their financial goals.
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