We are a Sydney based, fully integrated, financial services provider serving as wealth advisors, super and pension specialists, asset and insurance protection, mortgage brokers, and budgeting coaches. We are passionate about building long-term relationships, understanding our clients’ financial and lifestyle objectives, and providing initial and ongoing pathways for clients to achieve their financial hopes and dreams. We are also passionate about maximising our clients' lifestyle, so we prioritise our clients' time and convenience.
Our team has over 23 years of experience in the financial services industry. This means we have spent a lot of time perfecting our craft of helping clients get from where they are to where they want to be. We are skilled in identifying and effectively using a range of tools and services relevant to your life stage, circumstances, and goals to help you realise financial freedom and protect what you are building. In practice, this means we help our clients with financial structuring and budgeting, purchasing property (from first homes through to investment properties), structuring superannuation and taxes to optimise cash-flow and savings, protecting their family’s financial future with insurance where needed, and planning for (and transitioning to) retirement.
We strongly believe that we have an obligation to educate our clients, and through education and expert advice, we help our clients take control of their finances and thrive. Our goal is always to help our clients enjoy the present while securing their comfortable and well deserved retirement.
We are proud that our clients are a diverse bunch; from those just setting out on their adult journey, through to retirees and everything in-between. So whether you are a school leaver or retiree, a sole trader or a business owner, a professional or a tradesperson, we have the experience, tools, and technology to provide you with expert advice and services with the convenience and flexibility you expect.
Roger has given us advice in many areas, giving clear explanations and answering any queries we have, also responding quickly to any calls or correspondence. We are confident in all of the advise he has given us. We would recommend Roger’s services to anyone who needs a financial adviser.
Roger has created some huge long term wins for me around my pension fund, he has also helped me put some strong strategies in place with my investments and saved me a substantial amount of money on fund and investment fees and charges too! I feel very fortunate having Roger as my financial adviser because he brings so much more to the table than just financial advice, he feels like a business partner, a confidant and a friend that wants the best for me. I highly recommend Roger for all your wealth creation needs!
Mainly over the past three years, Roger has given me helpful advice regarding matters of retirement and pension accounts of which I have been most appreciative. Roger's expertise has always been clearly and confidently stated in his easy to understand explanations and he has always been available to give attention to my needs.
Rodger has given me advise in areas including Superannuation, Taxation advise and insurances that I required to help me protect my future. Rodger has always been happy to help explain things to me, when I was not sure of the information I received . Rodger has been in close contact throughout the Covid pandemic to make sure that all my needs are taken care of and to check that my family and I are all doing well.
Having just retired, Roger advised and set up both my Husband's and my superfund for retirement to suit our retirement lifestyle. Roger advised in all areas that were required, setting up all necessary paperwork and all explanations of legal documents were given before any signatures were required. Through Roger's knowledge and experience, we felt very confident that the advice given was right for our needs.
- Adviser status Gold
- Number of reviews 13
- First year providing advice 2001
- Years of experience 22
- Advanced Diploma of Financial Services (Financial Planning)
Smart Start Financial ServicesSuite 852A, Old Northern Rd
Middle Dural, NSW 2158
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Lifespan Financial Planning