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Whether you’re seeking to establish a financial plan, navigate life changes, or secure your legacy, our door is open. Start a conversation with us today and take the first step towards a prosperous financial future.
Find Us
Sydney CBD
Chatswood
465 Victoria Avenue, Chatswood NSW 2076
50 metres west of Chatswood train station
Manly
Suite 2, Level 3, 27 Belgrave Street, Manly 2095
Near the corner of Sydney Rd, opposite the tennis courts
Norwest
Level 5, 4 Columbia Court
Norwest NSW 2152
Hornsby
Level 1, 22-28 Edgworth David Ave
Hornsby NSW 2077
Contact
What Our Clients Say
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He follows up with regular reviews and any query (small or other) is always welcomed by him. Roger has no agenda other than to ensure his clients are comfortable with the strategy and if not he has no issue in working to ensure my risk appetite aligns. He is trustworthy and oozes integrity which is rare in the industry and I would so highly recommend him to anyone.
Margaret, Alexandria, NSW, 55+
Roger has been my adviser for over 5 years. His style is to understand my situation and my aims/desires; then he creates strategies accordingly. Along the way he clearly explains complex issues in a simple way…
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In addition he frequently makes very worthwhile suggestions. He responds very quickly and has a wealth of knowledge making him ideal to contact for any financial issues. It’s a pleasure to recommend him.
Bruce, Crows Nest NSW, 65+
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I am very grateful of Roger’s expertise and advice, and have full confidence that my investments are in very capable hands.