Business Details
Trusted Financial Advisers in Sydney | Ark Total Wealth
At Ark Total Wealth, we prioritise understanding the deeper motivations behind our clients' financial goals to create strategies aligned with their personal values and life ambitions. Our educational approach empowers clients with the knowledge to make informed decisions, ensuring we elevate their wealth and fulfill their unique vision for the future. With a focus on personalized service, we cater to individuals, families, investors, business owners, retirees, and professionals, offering tailored advice across strategic planning, superannuation, investments, protection, retirement planning, and CFO services.Our self-licensed, privately owned status ensures our recommendations always prioritise clients' best interests. Our Sydney-based team combines extensive experience with a commitment to transparency and ethical standards, fostering trust through consistent communication and results-driven strategies.
Services
Strategic Advice
Superannuation
Invest
Protect
Retirement Planning
CFO Services
Highlights and features
- We offer personalized financial strategies tailored to your unique goals and values.
- Our team specialises in superannuation optimisation and retirement planning expertise.
- We provide unbiased investment advice across shares, managed funds, and property.
- Our protection services include comprehensive risk management and insurance solutions.
- We hold an Australian Financial Services Licence, ensuring regulatory compliance.
Associations and certifications
- Australian Financial Services Licence (AFSL) 239445
What people say
Exceptional knowledge
Professional and prompt
Ethical and kind
Super responsive
Trusted advisor
Services
Strategic Advice
Our strategic financial planning creates tailored roadmaps aligned with your life goals. We analyse your current financial position, develop cash flow strategies, and implement tax-effective structures. With expertise in estate planning and debt management, we guide clients through every life stage, ensuring their financial strategies evolve with changing circumstances and market conditions.
Superannuation
We optimise superannuation strategies to maximise retirement savings. Services include SMSF management, contribution planning, insurance integration, and retirement income strategies. Our specialists help clients consolidate lost super, navigate contribution caps, and implement tax-efficient withdrawal strategies while ensuring compliance with regulatory requirements.
Invest
Our investment advisory services cover shares, managed funds, and property investments. We create diversified portfolios based on risk profiles and financial goals, with ongoing performance monitoring. The team provides market analysis, asset allocation advice, and regular portfolio reviews to maintain alignment with clients' evolving objectives and market conditions.
Protect
We develop comprehensive protection strategies covering life, health, and business insurance. Our risk management solutions include estate planning, business succession strategies, and personal asset protection. We assess clients' specific needs to recommend appropriate coverage levels and structures that safeguard financial security against unforeseen events.
Retirement Planning
Our retirement planning services focus on creating sustainable income streams and tax-efficient strategies. We help clients transition from wealth accumulation to distribution, managing superannuation pensions, investment withdrawals, and estate planning. The process includes cash flow modelling, Centrelink entitlement assessments, and lifestyle goal integration to ensure financial security throughout retirement.
People
Chris Magnus
Partner-Financial Adviser
With extensive experience in financial planning, Chris provides strategic advice to individuals and businesses. His expertise spans retirement planning, investment management, and tax-effective structures, focusing on delivering long-term value to clients.
Brandon Elliott
Financial Adviser
Brandon specialises in personalised financial strategies, helping clients achieve their retirement goals and manage investment portfolios. Known for his clear communication and responsive service, he focuses on building long-term client relationships through trust and expertise.
Rebecca Kuan
Customer Support
Rebecca provides essential client support, ensuring smooth service delivery and client satisfaction. Her role involves coordinating client communications, managing documentation, and supporting the advisory team with administrative requirements.
Blair Le
Associate Adviser
Blair supports financial planning services with analytical insights and client-focused solutions. He assists in developing investment strategies and retirement plans while maintaining a commitment to ethical advisory practices.
Sara Jahanbin
Associate Adviser
Sara contributes to financial planning services with a focus on client education and strategic implementation. She works closely with senior advisers to deliver tailored solutions that address clients' evolving financial needs.
Questions
What financial services do you specialise in?
We specialise in strategic financial planning, superannuation optimisation, investment management, protection strategies, retirement planning, and CFO advisory services tailored to individual and business needs.
How often should I review my financial strategy?
We recommend annual reviews or whenever significant life events occur, such as marriage, career changes, or market fluctuations, to ensure alignment with evolving goals.
Can you help with SMSF management?
Yes, we provide expert guidance on Self-Managed Super Funds, including setup, compliance, and strategic investment decisions to maximise retirement savings.
Do you offer business financial planning?
Yes, our CFO services include tax structuring, cash flow management, and risk insurance solutions specifically designed for business owners' personal and professional financial needs.
How do you personalise investment strategies?
We conduct detailed goal-setting sessions to understand your risk tolerance, financial aspirations, and values, creating diversified portfolios that reflect your unique circumstances and objectives.
Reviews (2)
Simon Harloff
Aug 23, 2020
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Dylan and his team are fantastic when it comes to providing financial advise and taking the time to explain the ins and outs of a financial strategy. I would recommend them to anyone who is serious about building wealth.
Craig Quilkey
Oct 31, 2013
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Dylan and his team really sit down and take the time to understand your situation, providing clear steps in moving forward.
