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Financial Advice

You Can Rely On

Advice that is

Smart |  Accessible | Affordable

Our goal is to make good advice easy to access

Why?

Because we know that getting good advice can be crucial to securing your financial future

Surveys tell us that people who use advisers report more engagement with their financial goals and can feel more assured about the future

But finding someone to talk to is a challenge

And we set out to change that equation

… and best of all if you are not happy with what we do then it won’t cost you a cent!

Initial advice fees refunded with no questions asked.  As simple as that

 

Money Back - Guaranteed!

Our Advice Service … in a nutshell

starts with a simple conversation

The Good Stuff

the stuff you want … help to clarify your goals, feedback on how you are going and areas to work on, support in clearing the roadblocks, getting agreement and getting stuff done that gets you moving forward …

click the button below to learn more …

The Stuff You Expect

the stuff that advisers do … we do it very well.  retirement planning, super, investments, shares, property, insurances and tax .  This is our bread and butter!

click the button below to learn more …

Why Choose Belrose Financial Advice?

Advice

… is what we do and what we have done for many years.  We live it and breathe it every day. We’re trained, qualified and ready. We get it done … with integrity.

Help

… is what we provide. We get a kick out of being helpful. Removing obstacles, getting agreement, charting a path, working stuff out, being useful.

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Experience

… counts.  Maybe there is some stuff we haven’t seen but there is a lot that we have and some of it still frightens us! We know what works and what doesn’t.

We Own us

… No one else.  We don’t have targets or quotas to meet or a boss to look after.  We won’t talk you into stupid stuff, in fact we like to think we would talk you out of it.

Why Choose Belrose Financial Advice?

Advice

… is what we do and what we have done for many years.  We live it and breathe it every day. We’re trained, qualified and ready. We get it done … with integrity.

Help

… is what we provide. We get a kick out of being helpful. Removing obstacles, getting agreement, charting a path, working stuff out, being useful.

l

Experience

… counts.  Maybe there is some stuff we haven’t seen but there is a lot that we have and some of it still frightens us! We know what works and what doesn’t.

We Own us

… No one else.  We don’t have targets or quotas to meet or a boss to look after.  We won’t talk you into stupid stuff, in fact we like to think we would talk you out of it.

See what clients have said …

Donna - pre-retiree

I met Robert Thomas when I was referred to him for my financial planning needs.

After going through a risk portfolio, Robert advised me on how to set up my SMSF and helped me find the right investment structure for my assets and continuously worked on optimising my investments.

He is very knowledgeable and an expert in financial planning matters.

His advice and support have been invaluable. He is very easy to work with and always replied to my enquiries in a timely manner.

I would not hesitate to recommend his services to anyone seeking advise in financial matters.

David - Centrelink client

I am a Pensioner, and sought advice from Robert with regard to a lump sum of money that I was about to receive.  

Robert listened thoroughly, and spent time ensuring that he completely understood my situation.  His knowledge and experience of dealing with people in similar situations to mine was evident, and I found that very reassuring. We talked about my immediate and future needs, the impact of the money on my Pension and relevant Centrelink issues, as well as the tax implications.  

He came back to me with a personalised set of options, and explained everything in a way that I could easily understand.  Every detail was taken care of professionally, efficiently, and with a friendly smile.

It was a great outcome, and I had no problems at all.  

Robert is a gentleman, and clearly ‘knows his stuff’.  I have absolutely no hesitation in recommending his services.

Graham - pre-retiree

Robert is a very experienced, knowledgeable, trustworthy and ethical financial planner.

He has the ability to explain the complexities of financial planning and superannuation in such a way that makes it easy to fully understand. He breaks down each complex issue and patiently explains them in layman terms.

Robert was of tremendous assistance to me by helping me exit from a poor performing / high fee superannuation management company. I had previously tried to leave without success but Robert made it a very straightforward exercise for which I am truly grateful.  

I feel that some financial planners may overly complicate issues to keep you reliant on them but Robert is very ethical and certainly does not engage in such practices. 

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