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A special thank you to Greg Burton for your understanding & cheerful financial assistance for this past year of 2019… much appreciated.

JEAN & DIANNE LANGE

Having Carrick Aland involved in custom fitting the account setup with our farm financial management goals has helped us to get the most out of them. It was a very steep learning curve but we got there. Dan’s detailed knowledge of the different programs, our business needs and where we wanted to take our farm management and accounting were integral in how far we have come today.

ANNE & ROB BRIDLETalbingo Pastoral Company

Recently we had our end of year finances and tax returns completed by Daniel Bartkowski. We are extremely grateful for his intuitive to look further into our finances with a positive result. Daniel is very approachable and highly professional with a wealth of knowledge within the rural sector. He understood our situation with ease. We highly recommend both Daniel and Carrick Aland to our friends and family.

BEN AND SUSAN JACOBS

Dan has given me advice on income protection. Dan was able to explain it all to me in a very clear manner. Through Dan’s experience and knowledge I received a very positive outcome. I always receive full care and attention from Dan when needed.

KYLIEMeridan Plains

Due to our limited understanding about financial investments, we realized expert advice from a professional financial planner was a priority to achieve the best possible retirement investment outcome. Having gained every confidence on his sound, honest, down to earth advice over that time, Wayne was more than willing to assist us on how best to structure our investments going into retirement by introducing us to Financial Advisor Daniel Ellis. read more

CHRISTOPHER & CHRISTINA WRIGHT

The services of Carrick Aland Wealth Planning have always been at the highest professional standard, offering a service that is second to none. Their personable approach and commitment to delivering the best product and services is testament to the company and will ensure I continue returning to them.

KRISTY O’BRIENJournalist