Financial Planning Services
in Castle Hill

Aged Care Financial Advice

We are fortunate to live in a country where longevity is becoming increasingly the norm. However, not everyone will be able to continue to live independently – many will need access to residential aged care services.

By engaging an aged care financial advisor in Castle Hill, you position yourself to make informed, financially sound decisions long before urgent care becomes unavoidable.

Getting the right information and advice now will help you make the best choices for your future care, security and happiness.

Investment Advice

Creating and maintaining the right investment strategy plays an important role in securing your financial future. Whether you are looking to invest for income, growth or a combination of both.

Your investment goals may be short term or long term and may require different strategies.

We can help you put in place the right strategies, whatever stage of life you’re at, and guide you through the opportunities.

Superannuation Financial Advice

If you’re approaching retirement, decisions about contributions, investments, insurance, and when to convert to pension can’t be left to guesswork.

As a superannuation financial advisor, Roccaforte provides guidance and advice that translates complex rules into practical steps for your retirement income.

Estate Planning Advice

From Norwest to Castle Towers and the wider Hills Shire, families turn to us for financial estate planning that joins the dots between money, law and family dynamics. We’re routinely chosen by homeowners seeking retirement and estate planning that clarifies “who gets what, when, and how”—without unnecessary tax, administrative burden or conflict.

• Coordinate will, Enduring Power of Attorney (EPOA) and Enduring Guardianship with a solicitor.
• Align binding death benefit nominations and reversionary pensions inside super (or SMSF where relevant).
• Structure life/TPD/income protection ownership and beneficiaries for efficient outcomes.
• Integrate estate planning wealth management with your broader retirement and risk strategy.

Life Insurance Advice

Need a financial advisor for life insurance who can quantify the real dollar risk on your mortgage, partner and kids—and structure cover inside or outside super with clear trade-offs? That’s precisely what we do for Castle Hill households and SMEs. We act as your life insurance financial advisor, modelling sums insured, policy ownership, beneficiary design and premium trajectory so the cover remains affordable over time.