Financial Planning

Financial Planning 2016-03-28T21:28:39+00:00

Rodney Fox’s skill in this area is of a more specialist nature.  Wealthy people don’t have Centrelink issues.  But they do want a quality back-office service.  We have the 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 about $8 million.