Charith Rodrigo

I have found Charith to be an expert financial planner with keen attention to detail and personalised strategies. He has provided invaluable guidance tailored to my financial goals, offering peace of mind and confidence in my financial future. Highly recommend for anyone seeking professional financial advice.

Charith was recommended by my accountant some years ago. He has been more than just a financial planner in that time. Assistance with investing my mother’s funds and also with my own finances has been invaluable to me and saved me from massive stress. Discussing future retirement needs and how to reach my goals has been ongoing. Charith and Lee have great communication and much patience. I would recommend Quay Wealth Management to those who have had no other involvement with financial planners as well as those with previous experiences. I look forward to continuing my partnership with them in the years to come.

I have had many other financial planning firms in the past and QWM has been top tiered in my mind. The time and care they take when discussing our financial planning needs has been amazing. Charith & Lee who head the team at Quay Wealth have been really great. We have been with them for over 5 years and they have help us realise how well we need to plan for our future retirement via various structures that have provided us with tax savings and investment gains. We love how quick they are to provide us with a solution and communicate the plan through out the year to us has been second to none. We have recommended them to our friends over the years who have also benefited from their services as well! We hope they continue down this path and we have a long and prosperous partnership with them. Thanks QWM!

The best financial planners I've ever had! The professionalism, care, consideration, and open and honest communication I have received from Charith Rodrigo and the team at Quay Wealth Management has been just exemplary. My wife and I have been clients of Charith for over for 4 years now and he has helped us with: Setting up a SMSF structures and purchase multiple investment properties through it, setting up family trust and discretionary trust structures, setup investment vehicles that compliment our risk profile, assisted in getting lending arranged through their network of brokers and counterparts and general financial advice. My wife and I run medical clinics and over the last couple of years we have inundated Charith with many requests pertaining to our financial and business management, his tenacity to always respond and find solutions to problems is just second to none. I have no hesitation recommending Charith and the team at Quay Wealth, and have no doubt that they will be our financial planners for many more years to come.