Philip Rofe

Avant Garde Wealth

Bronze

22 Yrs Experience

Sydney, NSW 2000

About Philip
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For 20 years I have been a financial advisor to accumulators, high-net-worth individuals and families offices in a fiduciary capacity, helping them reach their goals and preserve and grow their wealth. As a Senior Financial Advisor dedicated to advising clients on Wealth Planning, Retirement, Superannuation, SMSF's, Trusts, Risk, Asset Protection, and Estate Planning that best suit their personal financial goals and objectives using quantitative and qualitative research and risk management.

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Property Investment
Cashflow & Income
Complex Investments
Tax Strategies
Wills & Estates

Fix Fee for Statement Of Advise (includes implementation)

Percentage Fee on FUM

5.00 November 2024

Philip was referred to me from a friend and from our initial consultation he understood my issues with retirement planning, boasting my super and getting my super investments in better performing assets. He outlined an estimate of the costs and the on going advisory services. Having been in an industry super fund I am surprised how low their performance has been versus the bespoke professional portfolio management services that Philip manages for me and the returns have been amazing. Cannot highly recommend Philip enough.

5.00 November 2024

We have been a client of Philip's for 10 years and his advice and planning for our retirement has been amazing. From positioning our investments to achieve the returns needed to achieve our super retirement goals. He encouraged us to properly setup our estate planning such as EPOA and Succession planning for our Family Trust. He clearly explains his advice and we feel empower with better knowledge of our investments and their allocation to the various asset classes.

Adviser status Bronze
Rating 5.00
Number of reviews 2
First year providing advice 2003
Years of experience 22
Highest qualifications
- Master of Financial Planning
- Master of Business Administration
Language spoken
- English