Testimonials
Retirees
Retirement means different things to different people. Whether it’s gradually winding down from a long career; exploring new and different options while achieving a greater life balance; or ceasing work completely, we help you formulate a strategy toward your ideal life in retirement – to ensure that your desired lifestyle is attained and that you can live financially free with peace of mind.
“We’ve been a client of the principals of Arrow Private Wealth for over 30 years and have always felt comfortable and secure in our dealings with them. Since retirement in 1997 we’ve been provided with ongoing sound and practical solutions to enable us to enjoy a financially secure retirement.”
“We have always appreciated the service we received from Arrow Wealth. At all times their advice and recommendations were thoroughly explained and we truly felt cared for. We certainly would and already have recommended Arrow to our friends and family.”
Professionals
The life and career of a professional is busy and demanding – working long hours while trying to maintain life balance can leave little time, energy and even motivation to focus on managing your personal finances. There is never a more important time to make smart financial decisions. We assist our professional clients to achieve clarity and certainty, remove the complexity and put you in control of your financial life. We take the pressure off and free you to concentrate on what you do best.
“I have no hesitation in recommending the financial planning and investment services of Arrow Private Wealth. Their advisers are entirely professional and provide exceptional advice.”
“As CEO of an international mining company, 50% of my time is spent travelling domestically and internationally. I’ve been with the team at Arrow Private Wealth since 1983, and find they’re exactly the organisation I need to get advice on Estate Planning and Superannuation, particularly with the ever-changing environment and government constantly altering rules and regulations.”
Business Owners
Too many businesses fail because they have failed to plan. Our business planning processes help with identifying the foreseeable crisis of a business, creating contingency plans and formalising future intentions of business owners to prevent potential damage.
“I have been so very impressed with the advice, professionalism and understanding of my needs by the team at Arrow Private Wealth. They have perfectly gauged the investment requirements for my business situation and I have already recommended them to my friends.”
“Trustworthy, genuine and professional. We’re delighted with the care shown and advice given by the team at Arrow. Their ongoing support gives us peace of mind so we can concentrate on what we do best.”
Women
The financial needs of women differ from those of men because women generally earn less money, have earning patterns which are specific to women and have longer life expectancies. We work with you to build a solid foundation and strong future, whether you are in a relationship, single, divorced or widowed – assisting you to gain control and be confident, regardless of your situation.
“I’m truly thankful for the ongoing care shown by the team at Arrow. Their support has lifted an enormous weight off my shoulders and enabled me to concentrate on what’s important to me - my family.”
“Through all the stages of my life; work and now widowed, I have trusted in the professionalism and ethical support of Arrow Private Wealth. Their knowledgeable guidance has allowed me to rest easy knowing my financial affairs are in excellent hands.”