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What We Do

In a climate where financial services are abundant, it can be difficult to identify the planner to best suit your needs. Here at Rodney Fox Private Wealth we strive to deliver tailored services to all of our clients. With over 30 years of tax accounting experience and nearly 15 years of financial planning experience, Rodney Fox and his team are well equipped to ensure you gain the best financial results.

The Money Curve

Specialty Services

Rodney Fox Private Wealth offers a thoroughly professional range of services, backed with complex tools and significant amounts of specialist training, giving you full confidence in the legal advice provided in all of the products listed below.

Financial Planning

We provide a full back-office service that looks after all investor paperwork, share trading transactions, and investment property accounting and reporting.

Self Managed Super Funds

As the 41st graduate from the SMSF Association, Rodney Fox and his team are one of the most experienced when it comes to SMSFs.

Home Loans

For new or existing home loans, Rodney Fox Private Wealth can assist in ensuring you get the best rate through tax advantages.

Investment Loans

For new or existing investment loans, Rodney Fox Private Wealth has products to assist you in getting the best rate through tax advantages.

Direct Equity

Through the use of model portfolios with regular reviews, investments are kept relevant and provide continuing income to meet every investor’s needs.

Insurance Bonds

Insurance bonds offer significant long-term tax efficiencies and brings certainty when planning for the needs of the next generation.

Risk Insurance

Outsourcing risk can help avoid derailment of plans in the event of death or disability within the context of your family or business.

Estate Planning

Rodney Fox Private Wealth collaborate with estate planning lawyers to prepare you in advance for the inevitable, resulting in savings from thousands through to millions of dollars.

Taxation

We assist investors with their payroll matters, land tax matters and other state based taxation requirements.