Roger Wheelahan

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.