Client Testimonials
On this page you will find testimonials from some of our clients:
“My first meeting with Alex Cook, the principal of Arcadian Financial Planning, was in 2001. Another company employed him at that time. Over the months, he stood out as the most competent and client-oriented member of that team. When Alex decided to establish Arcadian my wife and I determined, immediately, to ask him to continue advising us on investment decisions for our multi-million dollar family Self Managed Superannuation Fund. He advice now extends to investments beyond that fund.
Our reasons for using Alex and Arcadian are:
- He listens intently – in our case, to our very specific family investment goals
- He assists in defining the strategic direction to match those goals and in adjusting it progressively as the family needs change
- His approach is to present lots of highly relevant data on prospective investments, both positives and negatives, to recommend his view unequivocally, but, most importantly, to then allow us to make the decisions
- He implements decisions when made with impeccable administration
- Very importantly, Alex has agreed to work for a fixed annual fee, to which we added a performance bonus based on the capital growth and earnings of our fund – rather than on a percentage of our funds – or to depend upon the various percentages paid by the promoters of funds. As a result, we always feel that Alex is working for us.
Alex is an engaging, sincere and warm person who puts a high premium on professional conduct. As with all leaders, he is shaping Arcadian in accord with his personal approach. His company will therefore prosper as will all of those who seek financial planning advice from it.”
M. Gordon (Former Chief Operating Officer - BIS)
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