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  • HELPING YOU THROUGH LIFE'S STAGES

    Arrowstone Wealth Planning
  • WHERE ARE YOU NOW?

    Arrowstone will help you clearly understand your current financial position, your options and future possibilities

    Arrowstone Wealth Planning
  • WHERE DO YOU WANT TO BE?

    We will explore with you your personal and financial objectives

    Arrowstone Wealth Planning
  • WHAT DO YOU NEED TO CHANGE?

    Your adviser will look at all options to establish what financial changes are required to achieve your objectives

    Arrowstone Wealth Planning
  • WHAT CAN YOUR FUTURE LOOK LIKE?

    Arrowstone will show you what your future financial position and lifestyle can
    look like

    Arrowstone Wealth Planning

WHAT OUR CLIENTS SAY

  • "I have dealt with Brian Lomas since 1994. In the 19 years since I have recommended him to family, friends and clients for advice and guidance on insurance and superannuation matters. At all times Brian's involvement has been professional, relevant and necessary. I speak from experience here as I personally had to make a subs...

    Simon Elliott CA
  • "Brian Lomas has been my financial adviser for more than twenty years. Over time, his advice has moved with my life stages and continues to be fine tuned to my needs. He is always looking ahead and assessing how the dynamics of the market will impact on my investments, and he is always ready with a range solutions for every si...

    Julian O
  • "Brian Lomas has been attending to our superannuation fund needs for some seventeen years. He has always provided prompt, sound advice, clearly in keeping with our risk profile. From our dealings with Brian and his support staff, it is apparent that providing quality customer service is a key objective of the group."

    Brian Armstrong
  • "Our retirement financial planning has been a work in progress for the past 30+ years, and Brian Lomas has been a pivotal part of that integral planning team for 26 years. Brian's diligence in regularly reviewing the ever changing future market conditions (in consultation with us) retuned our portfolio, to ensure our retireme...

    Vic Costi
  • "I have had a long association with Brian Lomas. I would have no hesitation in recommending him and his firm to relatives and friends. Since my retirement three and a half years ago I have been looked after financially in an extremely professional way."

    Frances Dyke
  • "With my limited knowledge of financial planning, I needed guidance in putting together a strategy that would provide me with a comfortable retirement. Brian provided that guidance in a thorough but user friendly way. I particularly appreciated the questionnaires, couched in terminology I could relate to, that gauged my level o...

    Nerida Costi

Is a Self Managed Superannuation Fund (SMSF) right for you?

While there are many benefits of a SMSF, there are many aspects that should be considered including various strategy options when setting up your own SMSF - it is important to get the right advice. As your adviser holds a Specialist Self Managed Superannuation Adviser qualification via SPAA and has extensive experience in SMSF's, at Arrowstone we can provide you that advice.