Seeking professional advice is an important aspect of securing your financial future.

We understand that our clients have different needs at different stages of their lives that require different advice. We have designed our client service offering with you in mind, flexible to suit your needs.

Wealth Creation Investment Advice Retirement Planning

We have designed two offers

1. Comprehensive Financial Planning

Our comprehensive financial planning process looks at all aspects of your financial position.

We review, assess and plan all your financial life from children’s education; retirement and passing wealth to loved ones. Our advice will encompass multiple needs and touch on many strategies, however, one thing remains certain – YOU ARE ALWAYS IN CONTROL.

2. Specific Advice

Things happen at different times in our lives. We get busy living life, family, career and even running our own business.

Many of us anticipate life events, however, what happens if you are suddenly faced with redundancy, inheritance, or a relationship breakdown such as divorce.

Our life event advice and appropriate life strategy offers a more flexible way to address your ever chaining needs at the right time for you.

Our specific advice is considered more of a short-term solution and on targeted areas in your life that are urgent and relevant to your stage of life.

Our Service Packages brings together both strong technical expertise with practical advice to provide you the most appropriate advice for your situation.

Wealth Creation

Creating wealth requires having the right information, planning and making good choices.

Everyone has different goals to build wealth. It may be to start a budget, save and invest, pay off debt, buy a comfortable home, start a business, save for retirement or put money away for a rainy day.

Our approach is to discover your current situation and focus on what is important in your life. We will then work with you and provide a pathway with clear strategies designed to help you grow, manage and protect your wealth.

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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.

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Retirement Planning

Retirement isn’t  necessarily a time to slow down. We are living longer and more actively than ever before.

For many Australians, it’s an opportunity to do the things they couldn’t fit in before like travel, volunteering, or community involvement. This stage of your life could last more than three decades

We provide strategies on how to achieve your required income so that you can do all the things you want to in retirement.

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Hear from our clients

Book a Consultation

Click on the link below to arrange a complimentary initial consultation.

Book Consultation Call (02) 9894 1844

Contact Us

Send us a message using the form to the right, or get in touch with us via any of the methods below.

Book Consultation

(02) 9894 1844

michael@roccaforte.com.au

5 / 15 Terminus St Castle Hill NSW 2154
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Opening Hours
9:00am–5:30pm, Monday to Friday

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