Roel is very approachable and personable with his advice. He takes a great deal of care to tailor a financial plan for our medium to long-term goals. His knowledge of investments across a broad range of sectors is equipping us to benefit from the fluctuations and cycles of financial markets.
Roel is always professional, knowledgeable and approachable. He takes the time to explain various financial terms, scenarios and implications before proceeding to create our customised financial plans. I feel confident that with Roel’s very good understanding of our needs and access to expert investment advisors that we have a secure financial plan for our retirement ahead.
Roel has given me advice including on investments, superannuation and planning for retirement. He is very helpful and approachable and willing to take time to explain issues. Roel also suggested an accountant in another firm, who I have now engaged, who is also very helpful and works well with Roel in coordinating strategy.
I find Roel to be very approachable, knowledgeable and open to exploring any of my ideas. I also find his explanations/recommendations clear and thorough and fully supported by data.
We have been able to form a trusting relationship with Roel. His advice has proven to be effective and always aligned to our best interest and life goals.
First Financial Pty LtdLevel 2, 90 Collins St
Melbourne, VIC 3000
- 9:00am – 5:00pm Monday – Friday
- Adviser status Gold
- Number of reviews 13
- First year providing advice 2007
- Years of experience 15
- Certified Financial Planner (CFP)
First Financial Pty Ltd