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 a return of (-7.3%) for March, its worst result since June 2022. The 3 and 6 month returns are (-2.0%) & (-2.9%), but the 12…
The Australian share market rose (+3.9%) in February, that was the third positive month in a row and the best monthly return since May last year. The 12 month return…
The Australian share market was up (+1.7%) for January as 2026 got off to a positive start. The Energy sector climbed (+10.6%) and the Resources sector (+9.5%). If you took…
The Australian share market rose (+1.4%) in December, outpacing world share market returns for the month, but finishing a long way behind most global markets for the year. Only 8…
The Australian share market fell (-2.7%) in November posting its worst monthly return since March. Growing concerns about the exuberance in AI and Technology companies and a steep fall in…
The Australian share market rose (+0.4%) in October underperforming global share markets significantly. Strong gains in the resources sector were the only thing preventing a negative return. Despite the small…
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.
