Testimonials

View our client testimonials to see what they have to say about arcinvest

 

We are very comfortable seeking financial and investment advice from Allan. We regard him as a friend and investment adviser who we can depend upon for high calibre advice. He is willing to devote his time and skills to develop a personal relationship with us as we together plan our financial security for many years to come.

—Greig & Thea

 

Allan has earned my confidence through the wise and careful application of his knowledge and skills to my finances. His thorough assessment of my risk profile and my financial needs in retirement has resulted in a varied portfolio that very adequately provides for my requirements.

I appreciate that Allan's decision- making style is consultative, transparent and timely, and I look forward to a continuing friendship and professional relationship with him into the future.

—Sue

 

I love the way Allan organises a financial plan. He is very thorough and provides a plan that is easy to follow and understand. I also like the way he has structured my finance and portfolio that allows me to sleep easily at night. He has been my financial planner for a long time and I find him trustworthy and honest.

—Chris

 

"It has been a pleasure working with Allan.  Initially he focused strongly on understanding our financial objectives in retirement and through a clear interpretation and understanding of our risk profile developed a model of what our portfolio might look like. Throughout the process and while building the investment portfolio Allan’s communication and consultation has been first class.  A very personal touch supports his professional and proactive advice and management of our portfolio."

—Wayne

 

"Allan has been my share investment advisor for many years. His method of selecting investments to buy and when to sell them is continuing to work out well for me and my family. Seldom had a bad one. Careful selection and diversification has minimized the risk. I (and the family) will continue to use Allan's services."

—Warren