Andrew Rowan Wealth Management
About the company
Andrew Rowan Wealth Management operates as a financial advisory practice in Ballarat, trading under the legal entity Dunbar House Financial Services Pty Ltd. The business has been operating for over 30 years and holds Australian Financial Services Licence (AFSL) No. 284901. The team comprises Andrew, Alex, Zhael, Jeanette, and Georgia. Andrew is a financial adviser who provides retirement strategy, home ownership planning, and general financial guidance. The business provides financial planning and advice services.
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
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.
Sadly one star is one to many..Trying to resolve a case but communication and updates are not very forthcoming.
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
Financial advisers & planners in Ballarat compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Ballarat are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Butler Chartered Accountants & Financial Planning | ★ 5,0 | 12 | No |
| 2 | Woodward Nhill Financial Planning | ★ 5,0 | 4 | No |
| 3 | Viridian Advisory Ballarat | ★ 5,0 | 3 | No |
| 4 | MOR Financial Planners | ★ 5,0 | 2 | No |
| 5 | Blue Financial Ballarat | Retirement Planning | ★ 4,9 | 56 | No |
| 12 | Andrew Rowan Wealth Management (this page) | ★ 4,6 | 9 | No |

