I have over 22 years experience helping clients in Australia and the UK understand their finances and get themselves into better positions.
My team & I will help you cut through the jargon, understand what it all means, plan and implement any changes that will help improve your position in life. We have years of experience to help & guide you through the current legislation and economic challenges to get you started on the right road to achieving your goals.
We work on a flat fee determined by the advice project, fees are transparent and discussed upfront so everyone knows what is payable and when.
Ciaran is a wealth of knowledge and guidance with managing my super fund. He always has my best interest at heart with the direction, projection and best return on my portfolio. He explains all matters and answers any questions in a relatable manner that I can understand.
Can’t recommend him highly enough, he’s the best.
Always engaging, knows his stuff. A pleasure to work with.
Ciaran and the team have been excellent to deal with, extremely professional and knowledgeable in the work they do, always available to answer any questions, guiding individuals in the right direction and 100% care factor of their clients.
We consider ourselves very lucky to have found Ciaran. From the very first meeting, Ciaran put our minds at rest that our financial future would be in safe hands. He has guided us through the confusing and often confronting transition from work to retirement with ease. Not only is Ciaran extremely experienced, professional and highly skilled, he is also a real pleasure to deal with. We trust Ciaran completely and could not be happier with the advice. guidance and financial services he has provided.
I’ve been a client of Ciaran for several years now. We primarily engaged his services to coordinate a plan for retirement and his experience and knowledge with various strategies was outstanding. He was able to provide us with various options based on our risk comfort factor. Ciaran has also supported us with moving into SMSF’s so that we had control over our superannuation investment strategy. He is available and contactable at any time to provide guidance or even just answer a question! The yearly reviews at a minimum ensure you get a service and investment plan that will always be catered to your needs. I would highly recommend.
- Adviser status Gold
- Number of reviews 17
- First year providing advice 1999
- Years of experience 24
- Advanced Diploma of Financial Planning
FuturePoint WealthLevel 1, 812-814 Old Princes Hwy
Sutherland, NSW 2232 Enterprise 1 Innovation Campus, Suite 1, Ground Floor,
North Wollongong, NSW 2500
- 11:00am – 7:00pm Monday, Wednesday
- 8:00am – 4:00pm Tuesday, Thursday – Friday
- In person
- Video call
Alliance Wealth Pty Ltd