Nathan Rogers CFP®

Nathan Rogers CFP®

R & I Financial Planning Pty Ltd Atf R & I Financial Planning Unit Trust 03 5333... riballarat.com.au Contact

About Me

With over 22 years of experience in the financial advisory sector, Nathan Rogers has established himself as a trusted and knowledgeable advisor.
Nathan specializes in a wide range of financial services, including:
• Retirement Planning: Crafting tailored strategies to ensure a comfortable and secure retirement.
• Self-Managed Super Funds (SMSF): Providing expert advice on managing and optimising SMSFs.
• Wealth Building: Developing comprehensive plans to grow and protect wealth.
• Cash Flow Management: Assisting clients in effectively managing their finances to achieve their goals.
• Taxation Planning: Offering strategies to minimize tax liabilities and maximize returns.
• Aged Care: Guiding families through the complexities of aged care planning and funding.
• Centrelink Benefits: Helping clients navigate and maximize their entitlements.
Nathan is dedicated to forming long-lasting relationships with his clients, ensuring they receive personalised and effective financial advice. His commitment to excellence and client satisfaction has made him a respected figure in the financial advisory community.

Areas of Focus

  • Aged care
  • Cashflow management
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Bachelor Degree
  • Years of Experience
    Years of Experience 22 Years
  • Licensed By
    Licensed By Ri Advice Group Pty Ltd
CERTIFIED FINANCIAL PLANNER®