Arlan Davine

Elevate Financial Planning

Gold
8 Yrs Experience
Torquay, VIC 3228
4.97
32 Reviews
5
4
3
2
1
4.94
Clear communication
4.94
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 32

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5.00

"Arlan has assisted us with our retirement planning over the last 6 years. He has always been available with answers to any of our questions and has been invaluable in setting us up for a comfortable retirement."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Arlan Davine profile photo

Arlan Davine responded on April 2023

"Thanks for taking the time to do a review for me!"

5.00

"Arlan took the time to establish a genuine rapport with us, listen to what our financial needs were and provide clear and timely expert advice. He was always willing to answer all our questions, explain information in multiple ways to ensure we understood new concepts and was very transparent throughout the process. His personal approach differs from larger firms where he is very responsive with communication and you can see his commitment and passion to working with his clients and educating and building our knowledge. He is both generous and authentic in the way he conducts his service and we would definitely recommend his service to friends and family. He has made the process of planning for the future a lot less daunting and supportive."

  • Superannuation
  • Insurance Protection
  • Shares & Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Was a pleasure meeting Arlan ,He helped me understand my retirement plans and how to achieve them."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Our overall experience with Arlan has been incredible, I look forward to working with him in the years to come. Arlan is very friendly, easy to talk to, and is clearly passionate about his work! Arlan has made sure that we have understood all his advice fully before proceeding, and encourages as many questions as possible, as he loves to build people's knowledge. Arlan has shown my partner and I that our goals are very much achievable. For the first time in four years, I'm not concerned about what our financial future is going to look like, and in fact excited to see it improve over the next 10 years!"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Financial Hardship
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Arlan has been informative, responsive and easy to deal with from the get go, making a complicated process much more streamlined."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I am impressed with how responsive Arlan has been to my queries. He has provided easy to understand advice which makes sense for my specific situation. Very happy to recommend him to others."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very quick response time, well versed in multiple areas. Would recommend."

  • Government Assistance
  • Complex Investments
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Arlan was very knowledgeable and understood our needs perfectly."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Arlan recently helped us apply for the Aged Pension and we would have been completely lost without him."

  • Government Assistance
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Arlan at Elevate Financial Planning made my retirement planning so much easier. He set up my account-based pensions and helped structure things to maximise my Age Pension. Clear advice, professional service and real peace of mind for the future."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Arlan is fantastic at his job, he puts his clients first. He is very thorough and makes sure you understand exactly what he is doing with your investments. I’ve dealt with companies that only contact you once a year to sign on for the next. Arlen always takes your call and listens to what you want. With him you are not just a number."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 32

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting