Summary

You don't need to know the ins and outs of financial planning - that's our job. Rod and his team are here to help arm you with knowledge and skills you ned to navigate your way from your first savings plan right through to entering aged care and everything in between. We'll help you understand your current situation, choose and prioritise realistic goals, set plans in motion to achieve those goals and make adjustments along the way if things change.

Focus Areas

• Retirement Planning
• Superannuation

Education

DFP - Diploma of Financial Planning