My work involves absorbing and understanding detail but when it comes to my personal finances I find money matters boring. I’ve had a long relationship with Arrow Wealth Management and through that time they have come to know me and my financial sloppiness extremely well and have sensibly constructed painless ways to circumvent it. They understand my need for security in an insecure industry, my unwillingness to take risks and my reluctance to make decisions on anything other than a broad brush view. I have found that personal service to be invaluable, and well considered. They have worked out what I need and they provide it.
I have no hesitation in recommending the financial planning and investment services of Arrow Wealth Management. Their advisers are entirely professional and provide exceptional advice. They have taken into account my own personal needs and dreams and designed specific goals and strategies to see me attain them. I can truly say that Arrow Wealth has taken the anxiety out of my financial concerns for the future. Again I commend them to any individual or business seeking accurate, skilled and relational expertise. My only regret is I did not come to them 20 years ago.
I have been very impressed with the advice, professionalism and understanding of my needs by Judy, Peter and the team at AWM. They have gauged perfectly the investment requirements for my situation and I have already recommended them to friends.
Through all the stages of my life; work, retirement and now widowed, I have trusted in the professionalism and ethical support of Peter and Judy. Their knowledgeable guidance has allowed me to rest easy knowing my financial affairs are in excellent hands.
As CEO of an international mining company, 50% of my time is spent travelling domestically and internationally. I’ve been with Peter Leggett since 1983, and find that Arrow Wealth Management is 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. They are good individuals to work with, they are personable and they are the organisation to get advice from.
We have been a client of the Principals of Arrow Wealth Management for almost 30 years and have always felt comfortable and secure in our dealings with them. Since retirement in 1997 we have been provided with ongoing sound and practical solutions to enable us to enjoy a financially secure retirement.