About
Andrew Rowan Wealth Management has been guiding clients through the ins and outs of financial planning for over 30 years from their office on Sturt Street, Ballarat. The team is known for making complex financial matters easy to grasp, whether you're thinking about retirement, building your investment portfolio, or just wanting a clearer view of your financial future.
Clients appreciate the straightforward advice and the way Andrew and his team break down options without the jargon. Whether it's superannuation, insurance, or navigating the ups and downs of the market, they focus on giving you the information and support needed to make confident decisions. It's a welcoming place to start a conversation about your goals, with a strong local reputation for reliability and personal service.
What Andrew Rowan Wealth Management offers
- Retirement planning
- Investment management
- Self Managed Super Fund (SMSF) advice
- Share portfolio management
- Insurance and risk assessment
- Budgeting and cash flow planning
- Business purchase and financial structuring
- Estate planning guidance
What people say
Clients consistently praise Andrew Rowan Wealth Management for honest, unbiased, fee-for-service advice that’s easy to understand and tailored to their goals. Many long-term reviewers mention strong portfolio performance through market ups and downs, clear explanations that simplify complex decisions and the confidence to look toward a comfortable retirement.
Reviewers highlight support across self managed super funds, superannuation, share portfolios, investments, retirement planning, insurance, budgets and even business purchases. Several reviewers mentioned Andrew for his deep market knowledge, practical guidance and genuine care, with the team noted for great service, empathy and reliability that helps clients sleep well at night.
Why choose them
- Over 30 years of experience in Ballarat
- Unbiased, product-independent advice
- Clear, easy-to-understand financial models
- Personalised service tailored to each client
- Convenient location on Sturt Street
- Support through changing market conditions
More financial advisory nearby
Financial Consultants & Planners · ★ 5.0Ballarat CentralButler Chartered Accountants & Financial Planning
Financial Consultants & Planners · ★ 5.0Ballarat CentralCapstone Financial Planning
Financial Consultants & Planners · ★ 5.0Ballarat CentralFiducian Financial Services
Financial Consultants & Planners · ★ 5.0Ballarat CentralMOR Financial Planners
Financial Consultants & Planners · ★ 5.0Ballarat CentralShadforth Financial Group
Financial Consultants & Planners · ★ 5.0Ballarat Central
Contact
- Phone
- 03 5331 6550
- Address
- 1311 Sturt St, Ballarat Central VIC 3350
- Website
- arwm.com.au
Hours
- Monday9am – 5:30pm
- Tuesday9am – 5:30pm
- Wednesday9am – 5:30pm
- Thursday9am – 5:30pm
- Friday (today)9am – 5:30pm
- SaturdayClosed
- SundayClosed
Suggest an update
- 1 · Tell us
- 2 · We check
- 3 · Live