Affluent Life - Avoca Beach, New South Wales

David H.

A few years ago, our sons suggested we get a financial advisor. Ian from Affluent Life was highly recommended, so we went to see him. He basically changed our lives.
Having been diagnosed with metastatic prostate cancer in 2017, I was worried about the prospect of leaving my family in a bad financial position if I didn't work until the disease made it impossible for me to continue working. Ian's evaluation of our financial position made it clear I could retire straight away and we would be financially secure.
I took a years Long Service Leave(to see what life without work would look like), which ended in November 2024 and then retired!
We are now enjoying the freedom of not worrying about money, free to travel whenever we want, doing up the house, and being able to help our children, with financial assistance.
Both my wife and I are enjoying life without the unnecessary stresses of work and worry of future financial stability, and as a result are in a much better place both mentally and physically.
Had we not visited Ian, I would probably still be working today, concerned about the future.
With Ian's ongoing administration and advice, we don't have to do anything with the finance side of life, and can just enjoy it!
We feel so lucky to have Ian taking care of us and are so grateful for what he has done and continues to do for us.
I cannot recommend Ian highly enough, he is the best at what he does, and is a wonderful human being.
Thanks mate!

Therese B.

We have worked with Ian from Affluent for the past four years, and his guidance has been invaluable. With a clear understanding of our goals and future plans, Ian continues to expertly navigate us through the complexities of retirement planning. The entire team at Affluent provides outstanding service and demonstrates the highest level of professionalism in everything they do. We have recommended Ian to a number of people and will continue to do so without hesitation.

Grant P.

We have worked with Ian for several years now. We find him to be professional, informative and takes his time to understand our goals and works with us to achieve them.
We would have no problems in recommending Ian and the team to anyone who is looking for a professional and trustworthy financial planner.

Raelene R.

We have had the privilege of working with Ian at Affluent Life for a number of years and from the very beginning, Ian took the time to understand our financial goals and provided advice tailored to our unique needs.

Not only have we seen growth in our Super, but Ian has also made sure we’re always informed about the strategies in place and the reasoning behind each decision. His clear communication, and expertise have given us peace of mind in what can sometimes feel like a complex and ever-changing landscape.

We feel confident that our financial future is in good hands, and we couldn’t be happier with the results. If you’re looking for a trustworthy, knowledgeable financial advisor, I highly recommend Ian and the team at Affluent Life.

Alistair &. W. C.

So pleased that we engaged the services of Affluent Life. Ian is very personable and knows his stuff. Within 6 months of implementing his advice (super, bank accounts etc) my husband and I are already substantially better off. And our future is looking bright. Thanks Ian.

Stacy S.

Personable and professional! We have enjoyed working with Ian, he has turned our retirement journey into something enjoyable. He always has time for a chat whenever we need. We look forward to our ongoing relationship with him.

Col M.

We trust them 100% with our financial wellbeing, always happy to answer any questions and great with follow up.