Are you ready for life’s
twists and turns?
At Rockwood Financial Solutions we help you build a financial strategy that will prepare you for life’s little surprises. Whatever your circumstances, age or income, we’ll take the time to understand your needs and concerns, then use our expertise to suggest appropriate solutions. Whether you’re just starting a family, planning for retirement, selling a business or arranging your estate; together we can develop a financial plan that’s right for you.
Explore our Rockwood Family Tree
Where are you on your life path?
Ms Long Term Care
Mr & Mrs Estate Planning
Ms Pensions Freedom
Mr Draw Down
Mr & Mrs Owner Managed Business
Mr & Mrs Young Family
Stay financially grounded
At Rockwood we understand that your financial needs will change throughout your life. As your family tree grows and matures, strong roots will be essential to withstand the storms. Your finances are just like the roots of a tree. Taking your time to find the optimal conditions for good growth and development will help ensure that you are more secure later in life. Let us help you create a financial plan that can adapt to the changing seasons and stand strong for years to come.
We put our clients first
You need financial advice you can trust. At Rockwood we have your best interests at heart. All of our advisers are independent which means we aren’t tied to specific products or providers. We’ll listen to your needs, your worries and your attitude to risk, and we’ll suggest the financial solutions that are best suited to your individual circumstances. We pride ourselves on our personal service and attention to detail; we put your needs at the heart of what we do. Get more control over your finances and start making them work for you.
Why choose Rockwood?
Friendly, confidential service
We want you to feel completely comfortable discussing personal matters so we offer a relaxed, friendly consultation where you can speak freely. This allows us to build a more complete picture of your circumstances so we can make the right recommendations.
Impartial advice
All of our advisers are independent and have access to a wide range of products from the leading investment and insurance companies. This allows us to give you impartial advice that is tailored to your needs.
Individually tailored plans
We carry out a comprehensive fact find with you to assess your current financial situation, your plans for the future and your attitude towards risk. This allows us to build a full financial strategy based on your requirements now and for later in life.
Regulated and compliant
You can be confident that we adhere to all of the guidelines, legislation, regulation and law surrounding the financial industry. Our advisers are fully qualified and act with complete professional integrity.