Confident and Hassle-free to Realise Life's Rewards

Private Client Services

Aro focuses on life value-based outcomes, in line with the client's long-term goals. We understand financial security is important, however ultimately, it's about leading a fulfilling life.  

We specialise in portfolio and cash management, and often work alongside external advisers to provide an independent holistic service.

The first stage is understanding where you are in life now, and what you want in the future. We discuss where you are in the wealth cycle - creation, accumulation, preservation or succession. We then create a plan to suit your goals. Service include:

Portfolio Management

Investment Opportunities

Cash Management


Estate planning

Insurance planning

Credence also offers a personalised Family Wealth Management Service, which can encompass all assets, including unlisted investments.