Arlan Davine

Elevate Financial Planning

Gold
8 Yrs Experience
Torquay, VIC 3228
4.97
30 Reviews
5
4
3
2
1
4.93
Clear communication
4.93
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 30

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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
5.00

"We’re thrilled to be on board with Arlan. Arlan explains things clearly and thoroughly. We feel very comfortable discussing our financial matters with him and we trust his expert advice with utmost confidence. We highly recommend Arlan Davine!"

  • Superannuation
  • Insurance Protection
  • Small Business Advice
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I’m so glad l went to see Arlan with regard to aged care costs. He explained things clearly and succinctly. He has a friendly and engaging manner and l felt reassured by his excellent advice."

  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 30

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