We understand that the world of finance can sometimes be a complex, confusing and uncertain one. We help provide you with clarity to help cut through the noise.
We do this by helping our clients make better financial decisions.
We then partner with our clients to design, build and set in motion their own unique financial life plan that will give them the greatest sense of certainty of living their ideal life, sooner rather than later.
We believe that life success is achieved through rigorous planning that leaves nothing to chance, and by making fully informed financial decisions based on quality advice from qualified professionals who have their clients’ utmost best interests at heart.
We know that life is a journey and that our clients’ circumstances will change over time but we also recognise that the ultimate achievement of our clients’ hopes, dreams and aspirations will necessitate ongoing attention and that is why we meet with our clients regularly to monitor their progress and to help keep them on track.
At Andrew Rowan Wealth Management we are genuinely focussed on, and work hard to help our clients to live a better life.
Andrew is a Certified Financial Planner (CFP) and holds a Diploma of Financial Planning and is a member of the Financial Planning Association (FPA).
Andrew Rowan…. Principal and Managing Director.
This is his story
I have been involved in business all my working life. I remember working in the family business as a 10 year old, and the talks around the dinner table as my parents discussed the challenges of running a small business.
After working in the family business for a number of years, I left to pursue a career in the insurance industry and in 1993 discovered what has been my passion ever since; Financial Planning.
Outside business, family, friends and community occupy my time.
I am a father to two wonderful daughters, and grandfather to three fantastic grandchildren. These little guys bring something unique and wonderful to my life.
I have been involved in the Community through my work as a Rotarian, where for 16 years I was a member of the Wendouree Breakfast Rotary Club and served as President in 2012/13.
I currently serve on the board of Commerce Ballarat, and through this organisation, have the opportunity to speak on behalf of, and advocate for small and medium size business in Ballarat and surrounds.
Serving in the community, allows me to give something back, particularly in this wonderful city of Ballarat, where I have lived since I was 8.
But my life is not all about work. In my spare time, I enjoy the company of friends, and yes I do enjoy a beer at the pub with my mates.
I try to stay as fit and active, I am a member of a small gym group, and I also ride my bike whenever I can.
I enjoy testing and challenging myself, both mentally and physically. In this aspect, I have walked the 100km Oxfam walk 5 times (completing 4), and ridden the ‘Bay in a Day’ 200km bike ride 3 times, among other things.
I have had a passion for photography since I was very young. You can see some of my images here……. my photo’s
Having said all that however, the one thing that I particularly enjoy in my life is the relationships that I build over the years with my clients.
I also barrack for Collingwood… sorry.
Vision – Mission – Values
To be known as an innovative financial services firm that creates lifelong relationships with clients based on a foundation of unconditional trust, openness and integrity.
Is to help our clients live a better life by assisting them to achieve their financial and lifestyle goals.
We will deliver our mission by;
- Coaching and empowering our clients to make better financial decisions.
- Assisting our clients to identify their unique life goals.
- Helping our clients to become financially organised and be in control.
- Gathering together the resources to enable our clients to fulfil their life goals and expectations.
- Assisting our clients by nurturing and protecting their finances over their lifetime.
To serve the members of our team and the clients who engage our services in a manner that demonstrates respect for each individual and a deep and genuine caring to help them achieve their goals so that they may enjoy their highest level of success.
We are driven by honesty, integrity, openness, sincerity and the commitment to the ethical pursuit of achievement. We honor our commitments, accept responsibility for our actions, and appreciate being held accountable; and we expect the same of those we serve.