Roger Perrett

Please call on 0412 004 665

I create wealth for successful high net worth professionals, wanting a great retirement.

I am recognised by Financial Standard as a Top50 Advisor & have been quoted in the Financial Review, Financial Standard and Money Management.

To create wealth:

• Investing is tricky.
• Also government rules & tax minimisation are an ever changing minefield.
• Added to this, people don’t have the time, interest & are often guided incorrectly by emotions. Making mistakes is costly, a cost most people cannot afford.

My solution is a process of:

1. Understanding your; situation, hopes, dreams, goals & what is important for you.

2. Providing personalised written strategies and investment recommendations, on how to create wealth to fund your goals.

3. Implementing the advice for you.

4. Provide an ongoing relationship where I provide advice to meet the changing economic & legislative and personal situations.

My advice follows 7 Wealth Creation principles:

• Create exciting plans
• Generate income
• Minimise tax
• Be efficient with debt (if applicable)
• Invest wisely
• Protect Assets
• Create a legacy

As a client, you will:

• Have peace of mind with complexity removed
• Gain confidence with personalised strategies
• Enjoy life & retirement

I also lead a team of Financial Advisors & Client Service Managers, who are passionate about helping people too. I have also developed a platform to help people achieve their goals, tasks & dreams, from a non-financial perspective as well. www.moredone.com.au

Insight

I have found over the past 25 years when providing financial advice, that most people are not aware of the opportunities they are missing out on & the risks they are exposed. I’m often asked, ‘Is there anything else I could be doing’?

What we believe

We are passionate about Financial Advice as it is the intersection of two things that we love – helping people & creating financial strategies. A few of our beliefs are that we should;

• Integrity creates trust and trust is the foundation of success.
• Listen, be approachable & make it easy.
• Share formulas for success to help others.
• Only recommend strategies that we would do ourselves & for our families.
• Be transparent & always call people back.
• Complete forms (where possible) as our customer’s time is valuable.
• Advice should be in writing as we should be accountable.
• Having great attention-to-detail so our customers don’t need to.

Examples of what my clients say:

"I have known Roger since his commencement with BT & in that time I have found him to be a trustworthy, knowledgeable & a very reliable Adviser. Roger understands his clients requirements & acts in their best interest." Graydon Conde

Personal

Prior to Financial Planning I was fortunate to win State, National & World championships in sailing. We have two great children and live on the northern beaches.

I would love to assist so please connect on 0438 673 918.