Sarah Roelofs is a fully qualified financial adviser, and member of the Financial Planning Association.
Sarah has been working as an adviser since 2017, with a passion for providing comprehensive, strategic advice for her clients across all life stages.
Sarah has a passion for continual education, and has completed a Bachelor of Commerce and Master of Financial Planning. She is also accredited to provide specialist advice on Aged Care, Self-Managed Superannuation and Gearing. Sarah has a particular interest in working with younger clients, at the beginning of their wealth creation journey, and single women.
Sarah will truly listen to your financial planning requirements and provide a tailored solution that meets your needs, helping you to feel in control of your situation.
Our approach is different because we are not only a fee for advice firm, we also do not accept or pay any 3rd parties for referrals and we are not incentivised or remunerated in any other way apart from the fees we charge our clients. This provides us the freedom, that many other advisers who rely on selling financial products to get paid, to deliver meaningful advice that will bring you closer to the things you care about most – we call them your aspirations.
More than offering a transparent fee arrangement, our work is then focused on uncovering meaningful aspirations that are currently unmet in your life and are likely to take some time, money and advice to achieve. It may be that you, like our clients, often don’t know what they don’t know. We make it our mission to help you navigate the future complexities that, left to go it alone, could cause significant problems on a financial and personal basis.
We always receive highly personalized, professional service and advice from all at Acquira,
- Adviser status Silver
- Number of reviews 1
- First year providing advice 2017
- Years of experience 6
- Graduate Certificate in Financial Planning
Acquira Wealth PartnersLevel 2, 12 Short St
Southport, QLD 4215
- 8:30am – 5:00pm Monday – Friday
Gps Wealth Ltd