Fred Rossi

Commencing in financial services in 1988, Fred’s extensive experience and passion for helping his clients are the keys to his success.

Fred’s goal is to give his clients peace of mind and confidence in their financial future. Fred is known for his approachable and honest style, and for working hard to achieve the best outcomes for his clients. He builds long-term relationships and always puts his clients’ interests first.

He knows that at each of the major milestones in your life, you need to make considered and informed choices -from starting a family to building and protecting wealth, considering retirement and beyond.

Through a comprehensive advice process, Fred will determine what is important to you, identify your lifestyle and financial goals, and then implement a personalised plan to get you there.

Fred works with you to support, review and continually update your plan, to ensure that it remains relevant as your circumstances change.

A team approach is critical to your success and Fred will work with other professionals such as your accountant, lawyer, banker, mortgage and general insurance broker to ensure all your needs are met.