Paul has been a clear communicator and has a desire to do his best for his clients while being able to take unplanned calls to either reassure me on the direction or educate me so I have the tools to understand my financial situation better over time. I have actioned 95% of Paul's advice with his team's assistance making the whole process very easy. Now that we have developed a plan for my future, I have both met many of my goals in the time I've been working with Paul and feel assured I have a good plan to get me to a good future financial position setting me up for a possible early retirement.
We approached Paul to gain advice on our finances in general and setting ourselves up to achieve our life goals. He analysed our entire financial position and gave us a framework of what we need to do if we were to achieve our goals. The information was always presented clearly and having not much financial literacy, this was much appreciated. Paul is trustworthy and as soon as we engaged his services we knew he was working for us with our best interests at the forefront. Since using Paul and Roskow’s services we are well on the way to achieving our goals with the purchase of our second property. During this process Paul was always contactable and happy to offer help and advice. We would highly recommend Paul.
Paul has given me advice on income protection and life insurance. Paul's advice was informative and he was able to explain everything very clearly . Paul's knowledge and experience, has allowed me to make the right decisions for all my needs. Paul has been extremely attentive and professional at all times.
Paul has helped us with a retirement plan, setting up Centrelink payments, Superannuation funds and investment plan and everyday living expenses. Paul has always been willing and able to help us with any questions and situations with great efficiency, clear explanations and very prompt service. He has always made us feel our situation is important and that nothing is too much trouble and in a very pleasant but also professional manner.
Paul has always been helpful and informative. His advice re our super and annuities has been quite clear and helpful
Roskow Independent Advisory Pty LtdSuite 4, 651-653 Canterbury Rd
Surrey Hills, VIC 3127
- Adviser status Platinum
- Number of reviews 19
- First year providing advice 2003
- Years of experience 19
- Bachelor of Business (Financial Planning)
Flat fee based on the complexity of work. No Commissions or third party payments. I only get paid from the client.
Roskow Independent Advisory Pty Ltd