We offer our clients peace of mind through all life stages
"I just wanted to say a more “official” thank you for your assistance and being my Financial Adviser"
"I appreciated your straight forward, direct and efficient manner very much and felt relieved to be dealing with someone like that rather than the “smooth talk” I’ve experienced with previous Advisers."
Melika Chiswell
We provide professional wealth management services
"My experience with Mandate Financial Planning has been a positive one. Their experience, professionalism and easily understood financial planning advice is underpinned by a level of transparency in relation to the associated costs that I found refreshing."
"They have my unqualified recommendation. They offer a clear value add to my investment and retirement planning strategy."
Marcus, CEO
We provide our clients with options when it comes to their investments
"I chose Mandate Financial services because I wanted more control of my investments than my super fund was giving me. I have not been dissapointed in the results."
"I also knew Ruhan, the firms principal, who always demonstrated his ability to give honest, transparent and trustworthy advice, qualities I would recommend to anyone seeking financial answers."
Rev. Chris Leadbeatter
Your partner in wealth creation and protection
"I hereby wish to thank Ruhan for his excellent professional service and assistance in migrating my super into a system that yields growth within my conservative approach."
"Your integrity throughout is much appreciated and I am confident that although there can never be guarantees, that the funds will show significant increase under your watchful eyes."
Prof John Barnard
We give our clients confidence about their financial future
"Our approach to wealth management is to educate and inform clients to make the right decisions. We partner with each client, and tailor our advice to their individual needs. Find out more"
"We feel our circumstances are understood and reflected in planning advice. The staff are informed, responsive to our anxieties, diligent, efficient and personable."
Kevin & Marlene Eltham
We give our clients confidence about their financial future
"Ruhan has been fantastic with educating me on my specific insurance needs, and putting in the hard work to put in place the most beneficial policies for my situation"
"I've found Ruhan extremely knowledgeable, reliable and thorough."
Matt - Electrician
We offer our clients peace of mind through all life stages
"Last year (2014) we arranged a one-day “family financial workshop” for our young adult children, with Ruhan making an invaluable contribution by travelling from Melbourne to Adelaide to do presentations on subjects such as superannuation, insurance, investments and savings. We are happy to recommend Mandate, to add value to your financial decisions"
"Mandate are both professional and personal with their financial investment and insurance advice. Their inputs have extended beyond the support for our own individual financial matters."
Frans & Linda
Your partner in wealth creation and protection
"In dealing with Ruhan, I am left with the strong impression that his technical knowledge is excellent. Most importantly, I have developed a professional trust in Ruhan"
"I believe he has the best interests of my wife Penny and I at heart."
Ray and Penny
We provide professional wealth management services
"I was new to the investment game and Mandate Financial Planning was able to prove sound advice in a manner which was easy to understand. Since then, I have been able to take control of my investments and get the most out of them to ultimately generate higher returns than previously experienced"
"Mandate Financial Planning was able to prove sound advice in a manner which was easy to understand."
