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We helped Michelle & Greg create their business succession plan

When Michelle and Greg came to us wanting to purchase a business, we gave them comprehensive advice on succession planning. This helped them plan for the future of their business, and saved them money too. Find out more

"The advice on Succession Planning you provided to Greg and myself, not only saved us a great deal of money but provided us with a solution to quite a difficult matter."

Michelle Banning & Greg Taylor
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We helped David and Sharon grow their wealth

Investing in the sharemarket can be overwhelming if you aren't sure how to go about it. That's why we helped David and Sharon set up a share portfolio that took their risk profile and investment expectations into account. Find out more

"Before deciding to entrust this work to you, we consulted with two other financial advisers and felt that you had a rapport with us and understood our attitude to investment."

David and Sharon Harris
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We give our clients confidence about their financial future

Many of our existing clients have been with us for a number of years, and we take pride in guiding them to financial security, so that they can be confident about the road ahead. Find out more

"We are very pleased at the way things are proceeding and often mention you and your staff when asked about our financial adviser."

John & Evelyn Gordon
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We helped Les and Margaret maximise their super

For a lot of people, superannuation will be the biggest financial investment next to buying the family home. That’s why we make sure our clients know and understand their super, and how to make the most of it. Find out more

"We had a number of areas of concern and you have provided us with a simple solution to a complex problem. We are now saving tax and improving our future retirement income."

Les & Margaret Abbott
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We are Financial Specialists

About A & R Financial Planners

A & R Financial Planners is a Penrith based wealth management business and was established in 1995.

  • Brad Turnbull

    Principal Adviser

  • Todd Peters

    Principal Adviser

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  • PARTNERSHIP WITH HILLROSS

    Hillross is one of Australia’s premier wealth adviser firms. As part of the Hillross network, we believe that professional wealth management should not be left to chance.

  • Visit Hillross


  • PROFESSIONAL MEMBERSHIP

    Hillross is a Professional Partner of the Financial Planning Association of Australia (FPA).

    Visit the FPA website