Is Arcadian an Independent financial planning firm?

Arcadian Private Wealth was established in 2005 and has always been an independently-owned firm. We have no ownership from product providers and large financial institutions.

How does Arcadian charge for its services?

Arcadian charges its clients flat fees for financial advice. This fee will depend on the level of services provided. Depending on a clients needs, we will meet with them quarterly, half-yearly or annually.

As a guide, our minimum annual fee is $5,500 (GST inclusive), with the majority of clients paying in excess of $8,800 (GST inclusive).

Who are we?

Arcadian Private Wealth was set up by Alexander Cook in January 2005. Alexander has had an extensive career in financial services, including stockbroking, funds management and financial planning, spanning across two decades. Arcadian Private Wealth’s focus is to provide comprehensive financial solutions and expert advice to a limited number of clients.

What makes us Different?

Arcadian is an independently owned wealth management firm. We are not owned or directed by any of the large financial institutions that dominate the Australian financial services sector. For this reason, we can look our clients in the eye and give them advice that is truly beneficial to their circumstances. This is further demonstrated by our flat fee model, whereby we get paid a set fee for the services offered.

Who are the clients of Arcadian?

Arcadian has a diverse range of clients, from all walks of life. Generally our clients have in common, the need for comprehensive financial advice and/or complex circumstances.

Our clients include Successful Executives, Business owners, Company Directors and CEOs as well as Self-Funded Retirees who wish to ensure their capital is invested in such a way as to provide peace of mind that they can enjoy the lifestyle they want in retirement.  At least 80% of our clients have a Self Managed Super Fund (SMSF) and our team are experts in the complexities of these fund