Financial Planner and Managing Partner
Rod's career in the financial services industry started back in 1996, at Heritage Building Society. Since then he has worked with some of the major 4 banks and large institutions, across many roles including Banking, Financial Planning and Lending.
Rod's focus is to ensure that his clients have a robust plan in place to help them achieve all of their goals. He helps his clients navigate the complex world of financial services by providing suitable solutions that are straight forward and tailor made for you and always with your best interest at heart.
Rod provides a holistic approach to your wealth creation strategies, from your initial investment of owning your first home to planning for your retirement.
Contact Rod to start the journey from where you are today to where you want to be.
Tracy exemplifies what business women can achieve when they back themselves. In 1998 she secured a position in the finance industry working as administration support for a mortgage broking team. Once she realised she had what it took to become a mortgage broker herself, she obtained her qualifications.
Tracy then joined the Home Loan Connexion team and over 19 years she developed a client portfolio that positioned her as their number one loan writer in Australia. In 2013, Tracy negotiated a 50% buyout of Home Loan Connexion, which placed her in pole position to drive the firm’s future direction and growth. She is an award winning veteran, an industry leader, and spokesperson for the finance industry in Australia.
Together with her business partner Ian Cain, Tracy is now diversifying her service offerings by adding financial planning services through a strategic partnership to provide her clients more value with Lifestyle Connexion.
Ian's career started in the 1960's across various financial institutions including Commercial Bank of Australia, Finance Corp Australia and holding the top position as Aussie Home Loans number one loan writer in Australia for four and half years, in 2001 Ian took the entrepreneurial path and established Home Loan Connexion.
His vision behind the move was to build a team of professional mortgage and finance brokers who were dedicated to helping people make better choices with their finances, whether that be buying a home, buying a new car, starting a business, travelling around the world or enjoying a better lifestyle in retirement.
Fast forward nearly two decades after the success of Home Loan Connexion, Ian is now adopting an even broader approach by offering financial planning through a strategic partnership to provide his clients more value with Lifestyle Connexion.
Grief and Financial Counsellor
At Lifestyle Connexion we believe that have your own well-being is as important as your financial one. Zoe Slater is a qualified Counsellor and a registered member with the Australian Counselling Association and Queensland Counsellors Association.
With over 20 years’ experience Zoe is a sought after speaker, presenter, has been interviewed by Australian and American radio stations, newspapers, discussion panels and more. Zoe could only achieve all this from living authentically.
Zoe believes that Grief Counselling can save and change your life and those that depend on you and that unmanaged financial stress affects your decisions in all areas of life, both will leave you feeling overwhelmed and exhausted.
Zoe offers Counselling, Coaching and Personal Development courses, which have a unique Self Care approach when dealing with both managing bereavement and financial stress.