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A little about what we do

Structured Financial Planning & Mortgages gives you confidence in our ability to benefit your financial situation by providing proactive, attentive advice to put you in control of your finances.

Superannuation & Retirement

A retirement plan gives you the comfort that you understand what you need to leave the workforce and have a road map to get there.

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Wealth Management & Investment

It is important to have access to a wide range of investment choices, not just those owned by your bank.

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Insurance

Insurance provides peace of mind that you can continue to meet your financial commitments and goals.

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Estate Planning

Estate planning is about protecting the wealth you have built up over a lifetime so that it can benefit those you leave behind.

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Mortgages

We keep an eye on what you have to make sure your lender’s rate is staying competitive with others in the market.

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Calculators

A range of calculators to help with taxes, budgeting, mortgage affordability and repayment timeframes to name a few.

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What our Clients Say

Having had a bad experience as a member of a large corporate superannuation fund, Jonathan Rooney was highly recommended to me as an alternative and I couldn’t be happier! He is ‘hands on’, always returns calls and has patience!- Kate H.
I found Jonathan’s engagement professional yet personally targeted across our own ambitions and expectations. His guidance through this superannuation maze of complexities was confident and carries an ongoing reassurance of the support and competences underlying his service.- Robert B.
We appreciate the expertise and attention to detail in the way you handle our affairs, which cannot be faulted. The feeling of certainty in our dealings with you gives us confidence to recommend you to others for financial planning.- John & Leah C.