Helping aspirational families increase the probability they will achieve what is important to them taking the least amount of risk with proven strategies.
Dedicated to my passion of helping people, I take the time to understand your financial and lifestyle goals and strive to be at the forefront of innovative and customised financial strategies designed for you and your family.
There is nothing more satisfying to me then seeing clients achieve their goals and having the confidence to make informed decisions for their futures.
My partner and I went to see Rory as we started our first home buying journey. The main area Rory helped was cutting through the news, media, and doom and gloom to provide a clear path forward. His approach was customised around our life goals and aspirations rather than just cashflow and finances. Since meeting with Rory about 9 months ago, we are confident about the direction we're going, can understand more about our options and have lived on a concise but manageable budget whilst still saving for our first home deposit. He educated us on the 'why' behind his advice, not just the 'what to do', which enables us to make informed decisions in the future. Wouldn't hesitate in recommending Rory for anyone starting or looking to level up their investment journey.
We were referred to Rory at a time when we were dealing with cancer, retirement, selling a home and relocating to the country. Rory took the time to understand out circumstances and financial position and built a plan for short term and long-term outcomes. Through the plan we were able to maximise my tax return and superannuation to ensure we received an unexpectedly large tax return as well as minimising ongoing costs. We were also able to access Insurance and super funds to help our move to the country and enable renovations to get the home we want. During this time, we were always in close communication with Rory and felt secure that we were in safe hands. We have recommended Rory to family and friends as we feel most people can benefit from sound financial advice.
Rory is an experienced and knowledgeable adviser. He first seeks to understand his clients position and aspirations. He then clarifies and confirms his understanding of the client's position and aspirations before presenting and discussing options to fulfill the client's aspirations. His considered and collaborative approach/style leads to the best approaches to achieve the clients aspirations.
I am grateful for the advice & assistance that Rory has provided to me since he started looking after me as a client a couple of years ago. I am by no means a financial expert & appreciate being guided with good advice that leads to my finances being healthy. Rory's expertise, support & guidance are undeniably the best I can get.
Rory has given me advice in areas including loan products, super and managing debt. Rory was able to explain things to me in a clear way. Through Rory's knowledge and experience, I feel very confident that the advice given was right for my needs. He always goes above and beyond.
- Adviser status Silver
- Number of reviews 10
- First year providing advice 2015
- Years of experience 8
- Bachelor of Commerce (Finance and Marketing)
Navigate Financial GroupLevel 5, 376 Bay St
Brighton-Le-Sands, NSW 2216
- 9:00am – 5:00pm Monday – Friday
Amp Financial Planning Pty Ltd