Managing Your Financial Needs
Good financial advice is all about making the most of life.
We help you visualise what you want to achieve, and then create a plan to bring those dreams to reality.
Whether it’s setting up a budget and savings plan, superannuation, investing, insurance or planning for life after work we will help you get there with our simple strategic advice.
Each plan is tailored to meet your unique needs. We don’t adopt a cookie cutter approach – we take the time to fully understand your situation and work to achieve the things that are important to you.
If you would like to review your existing financial plan or current financial position, please contact us for a FREE one hour, no obligation consultation.
Protecting Your Family's Lifestyle
Utilising insurance to protect yourself and those you love is important and necessary. Having adequate insurance provides financial security and ensures lifestyle is maintained regardless of what happens in the future.
Preparing for Your Retirement
Superannuation is probably the most important element of planning for your retirement. Superannuation is money set aside throughout your working life to provide for your retirement.
Transferring Your Wealth
Estate planning is the management of your affairs to ensure your wishes are put in place following your passing.
Financial Stress Counselling
Zoe Slater meets people struggling with financial stress. However, many don’t ask for help because of their pride. It’s this belief or feeling of shame that stops them.
“We have spoken to a number of financial planners previously and none have been as easy to understand as Rod. He explained complex concepts in simple terms. We feel very comfortable moving forward with Rod.”
Tim H, Brisbane