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
“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
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
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. 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
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
“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. 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.” - Frans & Linda
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
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. Pete – Senior Town planner
These clients have agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.