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.
The Australian share market delivered another strong return in July up (+2.4%), continuing to defy those who say it is overpriced. The 12 month return is now (+11.9%), the 3…
The Australian share market was up (+1.3%) for June, its third straight month of gains and the highest monthly close on record. Conversely the dividend yield at the close of…
The Australian share market rose (+4.2%) during May to a new high point. That sounds great, and it is, but reaching an all-time high is fairly common – there have…
The share market returned (+3.6%) for the month of April, outperforming most global markets. It was a volatile month which started with the US president announcing ‘Liberation Day’ tariffs and…
The Australian share market delivered a return of (-3.3%) during March. The market was down (-3.9%) for the first 3 months of the year which is the worst start since…
The Australian share market hit a record high in mid-February and then fell to finish the month down (-3.8%), making it one of the worst performing global share markets for…
We are a boutique business that has been providing financial planning advice for over 20 years. The value in our relationship is experience, understanding and the expertise to provide a solution.
