We are committed to understanding all the risks associated with the wide range of financial strategies, investment and insurance products. We are also aware of the tax and legal implications involved and can help you structure your financial circumstances to meet your financial goals throughout your working life and in retirement.
Access to this expertise and understanding can deliver powerful results, both financially and for your own peace of mind. Making the right investment decisions is crucial to your financial future.
A Financial Planner is essentially a medical practitioner or fitness instructor in a financial sense – in that we identify a problem and provide a solution.
We help our clients achieve their financial goals by analyzing their existing financial circumstances and implementing a series of strategies designed to achieve their financial aspirations. In some respects, a road map is formulated to pin point the necessary steps involved while providing a basis to review our progress along the way.
Wisdom Financial Services pride themselves on consistently providing the very best investment, insurance and financial planning advice,
Find out about Wisdom Financial Services and how we've grown to become a family business that pride's itself on putting our customers first.
Rod has obtained the Advanced Diploma of Financial Planning and is also a member of the Financial Planning Association (FPA) as an Associate Financial Planner.
Rod is authorised to represent in the area of life insurance, income protection, permanent disablement cover, business insurance and trauma insurance
The Certified Quality Advice program maintain the highest professional practice operating standards that set the industry benchmark for high-quality financial advice
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