Hi, I aim to make the financial advice process as straight forward as possible. My task is to help clients make the most of their money while seeking to add clarity and certainty around their goals and objectives, and the choices for moving forward. At FPW Financial Advice we assist many people with growth in superannuation using Retail funds or a Self Managed Super Fund, we develop a strategy for optimising resources and lowering your tax impost. Advice can commence from any age and is sustained all through life, including retirement and the transfer of assets from one generation to the next. I would be happy to chat about your needs.
I like to provide a flexible fee structure so that we can tailor the costs to suit each client. Therefore I can charge any combination of hourly rate fees and/or asset based fees for advice to meet clients needs. An initial meeting is usually for 90 minutes and costs $275 (incl gst) and you can ask 101 questions.
Rodney has an abundant knowledge across numerous aspects of money management, and his manner is friendly and patient, yet also professional. I am thrilled to have such a wise and experienced personal financial adviser, and would highly recommend him.
Rodney has provided advice on superannuation, retirement, social security entitlements and investments taking into consideration my thoughts and needs. Rodney answers my questions in a way that is easy for me to understand. Through Rodney's knowledge and experience, I feel very confident that the advice given is right for my needs. I always receive Rodney's full care and attention when I need it. I would recommend Rodney to anybody seeking a knowledgeable and experienced financial planner.
Rodney takes you on a journey for your saving and investment that is worthwhile. I am also confident in his advise and constant updates of investment
Rodney understands my finances well because he works at knowing the sort of person I am. It is not beneath him to do small, simple tasks to help me.
Rodney has provided much needed assistance in trying to recover bad investments done from a previous bad financial adviser
- Adviser status Gold
- Number of reviews 12
- First year providing advice 1999
- Years of experience 23
- Certified Financial Planner (CFP)
- Graduate Diploma of Applied Finance and Investment
FPW FINANCIAL ADVICE PTY LTD36 Khartoum St
West Footscray, VIC 3012
- 9:00am – 6:00pm Monday – Friday
- In person
- Video call
Count Financial Limited