Roger Wheelahan

"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."

"Roger is always prompt with answers anytime i message him.I feel very confident with him.We are a older couple so a lot of the paperwork is a bit overwhelming this us where Roger us excellent."

"Roger has been transparent, clear & consice when providing us advice in setting up our financial future. He has put strategies in place to give us piece of mind that we will retire comfortably and has restructured our banking to assist in paying off our homeloan quicker. He has worked closely with a solicitor to also ensure our estate planning has been finalised & insurance companies to ensure that we have financial protection in place in the event that this may be needed"

"No matter the question Roger is always ready to answer and makes sure before you finish the conversation you have a complete understanding of how and what he is doing which has been very helpful for me. I (we) have every confidence our future is in the right hands"

"Through Rogers knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Rogers full care and attention when i needed it."

"Roger has given me great advice in sorting out my superannuation and maximising our aged pensions. He was very patient with his explanations of what to me seemed complicated problems. I always received the full attention of Roger and his staff whenever I needed it. I am very confident that Roger’s advice was right for my needs."