Roger Wheelahan

Investing for Doctors

Gold
25 Yrs Experience
Glenorie, NSW 2157
4.90
20 Reviews
5
4
3
2
1
4.85
Clear communication
4.85
Knowledge & expertise
4.95
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 20

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5.00

"Roger has always met our needs, regarding investing in shares and personal insurances. He ensures that we understand the results of our investments for the past financial year and gives his advice for the following year. He communicates and forwards requested information to my accountant, which is important to me. Roger is easy to approach and deal with and I have no hesitation in recommending him to others."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Shares & Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Roger Wheelahan profile photo

Roger Wheelahan responded on October 2024

"Hi Antoinette, thank you for the kind words...much appreciated. Regards Roger"

Review history

4.75

Joseph, 46 - 55 years, Orchard Hills, NSW

"Roger at present has given me advice in areas including self managed super funds and insurances. Roger has always made sure that my husband and I have understood the advice we have received before going further. (He was patient explaining) Through Roger's knowledge and experience, I feel confident that the advice given was correct for our needs. At present our time is a little tight, but we are looking forward to other advice he has to offer in other areas. Roger and his secretary are very efficient. What they say they are going to do, they do. They both make you feel comfortable to discuss matters with and have been a pleasure to do business with."

4.75

"After being married now divorced to someone who understood the financial side of life, I felt like I was drowning in figures but Roger made himself available to my silly questions and made my induction into finance much easier. His expertise and patience has been invaluable."

  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Roger is up front and clear in what is needed to set up my financial future in retirement."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Roger became my financial adviser after my previous adviser retired. Roger has been so helpful to me in all aspects of my financial matters always there when I need him. We have zoom meetings to keep in touch with any paperwork that needs updating. I can thoroughly recommend him to family and friends without a doubt."

  • Government Assistance
  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Roger Wheelahan profile photo

Roger Wheelahan responded on October 2024

"Thank you for the kind words Lyn, much appreciated."

5.00

"Having our financial adviser retire, we were introduced to Roger. I must say I was very impressed with Roger’s wealth of knowledge with planning for your future & retirement. He also gave us extremely great advice about our life insurance that everyone else had pushed aside. Roger not only gave advice and pointed us in the right direction but he also was there every step of the way guiding and supporting us in getting the right outcome. Having some financial hardship troubles as well as life battles Roger has been the backbone to our fight leading us through an extremely tough time and supporting us with every step we take. Roger is passionate about what he says and does and it truly does shine through his hard work and dedication to his clients. I would have no hesitation what so ever to recommend Roger to family & friends."

  • Superannuation
  • Insurance Protection
  • Financial Hardship
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Roger Wheelahan profile photo

Roger Wheelahan responded on October 2024

"Thank you, Paula, that is a great review much appreciated."

5.00

"Roger took the time to come and see me and explain to me what my best options where moving into retirement. Good communication throughout the whole process."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I find Roger, to be knowledgeable, friendly and a pleasure to deal with. I would have no hesitation in recommending Roger for your financial solutions."

  • Superannuation
  • Insurance Protection
  • Property Investment
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Roger Wheelahan profile photo

Roger Wheelahan responded on October 2024

"Thanks so much Will, much appreciated!"

5.00

"Roger is very transparent with everything he advises to help us make the right decision for our future. I always leave his office feeling very satisfied we are in the right hands. Thank you Roger."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"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."

  • Retirement & Pension
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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!"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Roger Wheelahan profile photo

Roger Wheelahan responded on November 2020

"Wow..! Thank you for the kind words David. Much appreciated. Regards Roger"

Showing reviews 1—10 of 20

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Financial Hardship
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting