Andrew Rowan Wealth Management
Overview
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
Location
1311 Sturt St, Ballarat Central VIC 3350
Get DirectionsCustomer Reviews
Clients consistently praise Andrew Rowan Wealth Management for honest, unbiased, fee?for?service advice thats 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.