MenuRoger Wheelahan
About Me
We are a Sydney based, fully integrated, financial services provider serving as wealth advisers, mortgage brokers, and budgeting coaches. We are passionate about building long-term relationships, understanding our clients’ financial and lifestyle objectives, and providing initial and ongoing pathways for clients to achieve their financial hopes and dreams. We are also passionate about maximising our clients' lifestyle, so we prioritise our clients' time and convenience.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Advanced Diploma -
Years of Experience 24 Years -
Licensed By Lifespan Financial Planning Pty Ltd -
Advice Fees From $1,950
