MenuPaul Rogers
About Me
After taking the time to get to know my clients we work together to customise an individual plan. Through an ongoing partnership we’ll work through a goal orientated approach to step by step achieve financial objectives, freedom and dreams.
I act as my clients coach with an aim to simplify life's financial complexities.
Through holistic financial planning we’ll build, protect and plan for financial freedom. The end result is choice, confidence and control of the future.
Areas of Focus
- Aged care
- Cashflow management
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 13 Years -
Licensed By Beryllium Advisers Pty Ltd
