Roger Perrett Email & Phone Number

The challenge is, being confident that you have created enough wealth, for a long & enjoyable retirement. Let’s face it:- Investing is tricky, plus- Government rules & tax minimisation are an ever changing minefield.- Added to this, you don’t have the time, interest & are often guided incorrectly by emotions.- Making mistakes is costly, a cost most people cannot afford.InsightI have found from over 25 years of providing financial advice, that most people are not aware of the opportunities they are missing out on & the risks they are exposed. I’m often asked, ‘Is there anything else I could be doing’?My solution is a process of:1. Understanding your situation, your hopes, dreams, goals & what is important for you. 2. Providing written strategies & investment recommendations on how to create wealth to fund your goals.3. Implementing the advice for you.4. Provide an ongoing relationship where I provide advice to meet changes in the economic & legislative landscape, as well as changes in your personal situation.My advice follows 7 Wealth Creation Principles:• Create Exciting Plans• Generate Income• Minimise Tax• Optimise Debt (if applicable)• Invest Wisely • Protect Assets• Make Gifts & Create an InheritanceAs a client, you will:• Have Peace of Mind - with complexity removed• Gain Confidence - with personalised strategies• Create Wealth - to enjoy & for a great retirement lifestyleWhat we believe We are passionate about Financial Advice as it is the intersection of two things that we love – helping people & creating financial strategies. A few of our beliefs are that we should;• Have integrity, as integrity creates trust & trust is the foundation of success. • Listen, be approachable & make it easy. • Share formulas for success to help others. • Only recommend strategies that we would do ourselves & for our families.• Be transparent & always call people back. • Complete forms (where possible) as our customer’s time is valuable.• Advice should be in writing as we should be accountable.• Having great attention-to-detail so our customers don’t need to.ReviewsExamples of what my clients say can be found at AdviserRatings.com.au, where I have been provided over forty (40) 5 star reviews.GuaranteeIf within 30 days our personalised financial advice can’t show you how to significantly create wealth - it’s free.Personal Prior to providing Financial Advice, I was fortunate to win State, National & World championships in sailing.Learn moreI would love to assist so please connect on 0412 004 665.

Listed skills include Management, Financial Planning, Investments, Wealth Management, and 28 others.