Roger Wheelahan

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.