MA Operator uXchange Arch Capital

2018-07-28T07:43:35+00:00

Arch Capital is an privately-owned wealth management firm, supporting clients to achieve their financial goals through financial planning, self-managed superannuation and tax management. Director Nigel Baker describes the firm as the ‘gatekeeper’ for clients. “We look for the best solutions for our clients, and because we’re privately owned and don’t take commissions, we are really [...]

Super Simplifier FinancialAdvisor.com.au

2018-07-06T04:49:25+00:00

James Gerrard, director at privately owned financial planning firm financialadvisor.com.au says “WealthO2 has come to market with a product that solved a significant problem for our financial planning clients. It has allowed our practice to offer a user friendly investment administration service with comprehensive reporting, but with cost effective pricing. WealthO2 has enhanced our value proposition to [...]