I really enjoy creating wealth for successful high net worth professionals, wanting a great retirement lifestyle.
Results – I have been recognised by Financial Standard as a Top 50 Advisor & have been quoted in the Financial Review, Financial Standard and Money Management publications. As well as advising my own clients, I have led Advice teams for the past 15 years, including the largest Advice business in Westpac/BT Financial Group.
Insight – I have found over the past 25 years when providing financial advice, that most people are not aware of the opportunities they are missing out on & the risks they are exposed. I’m often asked, ‘Is there anything else I could be doing’?
The challenge – for people is that investing successfully is a challenge. Also, to maximise tax benefits and understand the rules is an ever-changing minefield that most people do not have the time or interest in.
Our solution – For your peace of mind, my advice follows our ‘7 Step Wealth Creation Framework’ and as a client, you will:
• Have peace of mind with complexity removed,
• Gain confidence with personalised strategies,
• Enjoy life & retirement.
Why I am Financial Advisor – I grew up competing in sailing and I love the feeling of being propelled by the wind. I also really loved the maths and creating strategies, that is needed to do well in sailing. I was initially attracted to being a financial advisor for the maths and strategy creation too. However, what I soon found, was the ability to connect and help people was the greatest satisfaction.
Reviews – Examples of what my clients say can be found at AdviserRatings.com.au, where I have been provided over forty (40) 5 star reviews.
Opportunity – I believe everyone deserves a great retirement and I would really enjoy creating a great experience for you. Relationships are important and you can contact me at any time – I will always be there for you.
To ensure I create an amazing experience, I do need to limit how many clients I can advise. As such, I often have a waiting list although currently, I have time for a few new clients and I would love to assist.
Next steps – Please phone on 0412 004 665 or email on roger@freshwaterwealth.com.au.
On the personal side, my wife and I have two great children and live on the Northern Beaches. In my spare time I love sailing with friends.
Freshwater Wealth Management Pty Ltd | ABN 296 731 232 45 | Corporate Authorised Representative No. 1307016
Licensee – Alliance Wealth Pty Ltd | AFSL No. 449221 | ABN 93 161 647 007 | www.centrepointalliance.com.au/fsg/aw
Have peace of mind with complexity removed.
Gain confidence with personalised strategies.
Create wealth to enjoy.
Margaret, Alexandria, NSW, 55+
Phil, 56 - 65 years, Narraweena, NSW
Vanessa, 56 - 65 years, Balgowlah Heights, NSW
Vivienne, 65+ years, Leura, NSW
Jo, 46 - 55 years, Freshwater, NSW
Paul, 56 - 65 years, Balgowlah Heights, NSW
Graydon, 65+ years, Narrabeen, NSW
Terry, 56 - 65 years, Balmain, NSW
Carmen, Beverly Hills, NSW, 45+
Bruce, Crows Nest NSW, 65+
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