ROCCAFORTE
Financial Planner Sydney

Financial planning is a process that helps you define your financial goals and creates a roadmap to achieve them. It involves managing your cash flow, savings, investments, taxes, retirement, and estate planning. You need it to ensure you’re on track to meet life goals like buying a home, funding education, or planning for retirement, while also protecting your wealth from unforeseen events.

Our financial planning packages are comprehensive and cover all key areas, including:

• Retirement planning
• Investment advice and portfolio management
• Tax-efficient strategies
• Superannuation optimisation
• Wealth protection (insurance)
• Estate planning

We tailor each service to meet your specific needs and circumstances.

We typically recommend meeting annually to review your plan and make adjustments as needed, but we’re flexible. Depending on your situation, you might prefer more frequent updates. We also offer virtual consultations, so you can connect with us from anywhere, ensuring we’re available whenever you need us.

We offer transparent, straightforward pricing. Our fees are typically structured as a flat fee based on the complexity of the plan, though in some cases, we may work on an hourly basis or a percentage of assets managed. There are no hidden fees, and we’ll provide a clear outline of costs before we begin any work.

Every financial plan we create is fully customised to your unique financial situation, goals, and risk tolerance. We take the time to understand your life stage, future aspirations, and any specific challenges you face, so the plan is tailored precisely for you.

The timeline can vary, but generally, it takes around 4 to 6 weeks from our initial consultation to delivering your final financial plan. This includes time for us to thoroughly analyse your situation, draft the plan, and review it with you to ensure it meets your needs.

Our investment philosophy focuses on balancing long-term growth with risk management. We typically recommend diversified portfolios that match your risk tolerance and financial goals. We use a mix of active and passive strategies, always with an eye on minimising fees and taxes while maximising returns.

Yes, absolutely. Your financial plan is a living document and should evolve as your circumstances change. We encourage periodic reviews, and if you have any changes in your life—like a new job, marriage, or major purchase—we’ll help adjust the plan accordingly.

We strive for complete client satisfaction. If for any reason you’re not happy with the service or results, we’ll work closely with you to address your concerns and make things right. Our goal is to build a long-term relationship based on trust and success.

Yes, we work with clients at all stages of their financial journey. Whether you’re just starting out or already have a significant portfolio, we’re here to help. There is no minimum investment amount required, and we believe financial planning is important regardless of your starting point.

Our personalised approach, experience, and commitment to long-term relationships set us apart. We take the time to truly understand your goals and priorities, offering tailored advice that’s built around your unique situation. Plus, we pride ourselves on clear communication, transparency, and always putting your best interests first.

We take data security very seriously. All personal information is stored using the latest encryption technology, and our systems are regularly updated to guard against cyber threats. We also adhere to strict confidentiality policies to ensure that your information is only accessed by authorised personnel.

After you receive your plan, we’ll continue to provide ongoing support. This means regular reviews, updates based on changes in your life, and adjustments to market conditions.