We do not charge commission on any products and provide advice with a set fee with a no-surprises approach. As a result we can provide advice across a wide range of super funds, pensions, investments, property and insurance providers, as we are working for you the client.
At Roe Financial our approach will start with what we call a discovery meeting. Our discovery meeting process is where the team can truly get to know you, what is valuable to you and how we may be able to assist you to achieve your goals and objectives. This is also an opportunity for you to meet us and decide whether you feel we are the right firm for you.
Often our financial advisers have a workload of 2-3 weeks before we can meet you, but if there is a truly urgent time-critical matter, please don’t hesitate to let us know when you call, as we can often fit in urgent work without jeopardising our existing clients’ expectations.
We find that working with our clients broader team, for example, accountants, mortgage brokers, real-estate managers, estate planning lawyers and/or bookkeepers, enables our clients to have peace of mind across their personal and professional lives when achieving their desired objectives. If you are one of those professionals who want us to work with you please get in touch.
Our team are qualified in all aspects of financial advice. The financial advisors at Roe Financial are committed to continually enhancing their knowledge and exceeding our professional education requirements.