21 Reviews

Roland Knight

Infocus Financial Advice - Caboolture

Gold

44 Yrs Experience

Caboolture South, QLD 4510

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I am a Financial Adviser who simply loves alleviating your concerns about your financial future.

I have always believed that open and clear communication is important not only in business, but in all aspects of life.

I started helping clients plan for their retirement back in 1981 and still have clients with me after 43 years.

Why did I join Infocus? Because this National Group is only owned by the management and business owners, meaning no institution tells us where our clients' money is to be invested, which means I have no vested interest in where your funds are invested.

I add value to my clients in ways that you may not have thought of, I also answer your questions you have not yet thought to ask. call me and we can have a quick phone chat before you make that decision to see me.

If you are interested in my services as a Financial Adviser please make a connection or call my office on 07 5498 3818 or email: caboolture@infocus.com.au or even just google financial advice Caboolture and check out my Youtube video introduction to me. Hope you like it! Cheers.

Government Assistance
Superannuation
Insurance Protection
Retirement & Pension
Margin Lending
Redundancy
Cashflow & Income
Complex Investments
Tax Strategies
Growing Assets

my fees are fixed dollar amounts and no fee is charged without your pre- approval.

5.00 July 2024

We have been seeing Roland now for more than 10 years and we would not be in the financial position we are in now without his professional honest advice. He is easy to talk to, always courteous and thoughtful of what is effecting us in our personal lives. I would not hesitate to recommend Roland to anyone seeking financial advice.

5.00 October 2023

We found Roland to be extremely knowledgeable in his dealings with us around superannuation and retirement pension and always felt comfortable visiting his office which we did on quite a few occasions. Roland's manner is very gentle however very professional in the way he really listened to us around lifestyle so as to make sure his advice was in line with our needs into the future. We would not hesitate to recommend Roland to anyone who is looking for someone who is very honest and knowledgeable as he has been in the business for some 42 years. Thank you Roland for your very important financial advice.

4.00 December 2020

We feel very confident with the advice Roland gives us regarding our super or retirement options.

5.00 December 2020

Roland genuinely cares about his clients and carefully prepares strategies to provide the best and manageable outcome. He has a broad knowledge of all aspects of Financial Planning and alway has a smile for everyone.

5.00 October 2020

My husband and I found Roland to be friendly and knowledgeable in the areas we were enquiring about....superannuation/ retirement. The two lengthy appointments we had with Roland were informative and enlightening. We were given vaulable easy to understand advice /suggestions that would be of benefit to us and our future. We will have no hesitation recommending Roland to anyone seeking financial advise and we have intentions to revisit with him in the future.