At ARC Wealth, we offer full-service financial planning services for individuals, from people starting out on their wealth creation journey to elderly people and their families who are trying to navigate the financial pitfalls of later life living.
With over 30 years of experience in the advice industry our expertise in insurance, investment and superannuation products allows for a clear understanding of how overall financial plans come together as we match our clients’ risk tolerances to their wealth and later life goals.
As evidence of our successful wealth management, we have ongoing relationships with individual clients spanning over 30 years and corporations since 1999.
Karen became my Financial Adviser in the early 2000's and although I have changed Superannuation strategies and suppliers ending up with an SMSF, she has been with me all the way. I'd recommend Karen to anyone for her sound advice and personal and caring service in Superannuation and investment services.
Karen gives me advice in all areas specific to my needs i.e. superannuation, life and income protection and budgeting. Karen always explains things to me in a clear and concise way. It is Karen's continued knowledge and experience, that I feel confident in the advice she gives me and is right for my needs at that time. Karen always shows me full care, attention and support whenever I need it.
Karen has given me advice over many years and her advice has always been right for my needs. She has educated me in financial matters as I needed this right from the start and she continues to explain things to me in good detail. She advises me and discusses areas where changes are required to enable me to make decisions on such changes. Overall she is very efficient and supportive
Karen delivers on the promise of specialist and specific care for her clients. Her range of knowledge has exceeded my needs on every occasion. I have received advice on super funds, insurance and wealth growth strategies. Karen will provide you an honest assessment of your options in a way you can understand. Kate has never made me feel any less than her most important priority and delivers what she promises on time. I would have no hesitation in recommending Karen to any client looking for an honest and knowledgeable adviser
Karen has always been able to help me throughout all the years. Ranging from Super, long term investments and all kinds of financial advice. She is very thorough and always has sound advice to give. Karen goes the extra mile to make sure I’m happy with the current situation and where I see myself in the future. She also takes into account personal life status and makes sure her advice suits my personal needs. Highly recommended.
- Adviser status Silver
- Number of reviews 6
- First year providing advice 2002
- Years of experience 21
- Diploma of Financial Planning (1-8)
Arc Wealth Pty LtdSuite 20, 6-8 Herbert St
St Leonards, NSW 2065
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Arc Wealth Pty Ltd