Assisting Your Financial Journey
Rodney Fox Private Wealth exceed in the financial area with specialist advice and tailored client solutions. We understand that quality back-office service is critical to any portfolio to ensure all aspects of a clients financial situation are understood. A key part of our service includes utilising advanced systems for wrapping investments and creating all the reports necessary for taxation and investment reporting.
What sets our practice apart from other is that we provide a full back-office service that looks after all investor paperwork, share trading transactions, and investment property accounting and reporting. All transactions are signed off by the investor first, then all necessary compliance and paperwork is taken care of in-house.
Our systems can handle vast amounts of funds under management with our biggest investor currently holding a portfolio value of approximately $8 million.