Alexander Rankin

Artisan Wealth

Gold

6 Yrs Experience

Elsternwick, VIC 3185

About Alexander
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If you have an ambitious life goal, passion or need assstance, I want to provide you with an impactful Financial Plan to help you maximise life's potential.

Nearing a decade of experience in the Financial Services industry, I have developed my passion for helping clients Identify and achieve their financial and personal goals.

With every new client, I work to understand what's important to them and their goals, I'll then work tirelessly to help you achieve these.

Previously in my career I specialised in exclusively assisting High-Net worth individuals from the medical profession. Whilst I still work extensively in this space, my passion has brought me back to helping Australian families from all walks of life.

I understand that each client is unique, and I promise to provide the same high-level of diligent service regardless of life stage or NET worth.

My passions revolve around spending time outdoors; camping, fishing and just exploring the beautiful state of Victoria.

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Property Investment
Cashflow & Income
Socially Responsible
Tax Strategies
Growing Assets

During our initial consultation we will identify which services are appropriate to you and ensure you are only paying for what you need.

We will provide you a clear scope of works and associated costs. You will maintain complete control over which services you choose to engage and which you choose not to.

If the time is not right for a bespoke project, we will be able to direct you to another service or resource that is better suited to get you started in the right direction.

5.00 December 2020

Alex was great in helping us discover options for our retirement. We were thinking about retiring but didn't know how to fund our lifestyle and if we could live comfortably. He was very knowledgeable and was able to give clear, concise advice and lead us down the best path. We are now happily retired and are so grateful for his assistance.

5.00 November 2020

Alexander provides us with excellent financial advice and guidance. He is very professional and thorough and answers all of our questions in detail. I would highly recommend Alexander as he is always approachable and friendly.

5.00 May 2020

Alex has given me advice in areas of super, insurance and tax strategies. He has so much knowledge and is able to put it into simple terms for me to understand. Alex dedicated a lot of time to help me understand my financial situation and was able to answer all of my questions; showing me how I will be in a better position following the advice. His advice was great and I'm so thankful for the time and effort he put into my advice.

5.00 May 2020

Alex was great, he made me feel comfortable about investing and really took his time to make sure I understood what was going on. Thanks for all the help! Sophie, M.

5.00 May 2020

We really apreciated the level of service provided by Alex, he was very prompt with his replys over both email, text and phone calls. I felt Alex really listened to me and was able to help me clearly articulate my goals. I was very happy with Alex's end advice I can clearly understand how I am now in a better position. Thanks Alex!