Financial advisers
in Rockingham
Personal financial advice from advisers based in Rockingham, not a call centre somewhere else. Retirement, superannuation, investments, insurance and aged care, for people across Rockingham, Kwinana and the coast south of Perth.
from 52 Google Reviews Nationwide
Rockingham, and the people in it
Our Rockingham advisers work with people across Rockingham, Kwinana and the coast south of Perth, including Baldivis, Safety Bay, Warnbro, Port Kennedy, Secret Harbour, Golden Bay, Kwinana and Mandurah.
Rockingham is shaped by the Kwinana industrial strip and by the naval presence at Garden Island. That means a workforce heavy in trades, shift work, defence and contracting, with incomes that are solid but often irregular in structure: overtime, allowances, deployments and rosters.
Irregular income makes budgeting and contribution strategy harder, and it makes insurance more important, because the ability to keep working is the asset the whole plan rests on. Defence service also brings superannuation arrangements that behave differently from ordinary funds and are worth understanding before you make decisions around them.
Your Rockingham advisers
Small team, long tenure. You will deal with the same person each time, and they live here.
Katherine Cairns
Senior Financial Advisor
Jeremy Hood
Financial Advisor
David Truong
Financial Advisor
Wade Robinson
Financial Advisor
Chris Perman
Financial AdvisorWhat we help with
Almost nobody arrives needing all five. Most people start with one and find the others matter more than they expected.
Five stages,
not five hundred pages.
The first conversation costs nothing and commits you to nothing. From there it’s a documented process, and you see the reasoning at every step rather than a recommendation landing on your desk.
Evaluation
Discovery
Strategy
Implementation
Review
At the heart of advice is the desire to make people’s lives better. Compassion, support, empowerment. It is rarely ever just about money.
Find us in Rockingham
Our Rockingham office is open for appointments, and we are happy to meet by phone or video if that is easier, or to come to you if getting in is difficult.
Questions people ask us in Rockingham
Do I have to go to Perth for good financial advice?
No. Our Rockingham advisers are part of a national group, so you get the research, technical support and investment resources of a firm with 32 offices, delivered by someone who lives locally and will still be here in ten years. There is no advantage to a Perth postcode.
Which areas do you cover from the Rockingham office?
Rockingham and the surrounding area, including Baldivis, Safety Bay, Warnbro, Port Kennedy, Secret Harbour, Golden Bay, Kwinana and Mandurah. If you are further out, we can meet by video or arrange to come to you.
Can I meet by phone or video instead of coming in?
Yes, and plenty of our Rockingham clients do. The advice is the same either way. Most people mix the two: an initial meeting in person, then reviews by video.
What does financial advice cost?
Fees depend on how complex your situation is and what you need. We quote in writing before you engage, so you decide with the number in front of you rather than after the fact. The first conversation is free and carries no obligation.
Do I have enough money to need an adviser?
Advice tends to matter most at moments of change rather than at a particular balance. Retiring, selling a business or a property, an inheritance, a redundancy, a separation. If you are facing a decision you cannot easily undo, that is usually the point, whatever the number.
Can you help with Age Pension and Centrelink?
Yes. Working out entitlements, how assets and income are assessed, and how a decision about super or an investment affects what you receive is a routine part of retirement advice.
Are your Rockingham advisers qualified?
Yes. All of our advisers meet the education, training and ethical standards required to give personal financial advice in Australia and appear on ASIC's Financial Advisers Register. Individual qualifications are listed on each adviser's profile.
What is a best interests duty?
It is a legal obligation to act in your best interests when giving personal advice, and to put your interests ahead of ours wherever the two could conflict. It is the reason a recommendation has to be documented with the reasoning behind it rather than simply asserted.
Do you also do home loans?
Yes, through our Rockingham lending team. Advice and lending sit in the same group, so if you are weighing up a mortgage alongside a retirement or investment decision, both conversations can happen together.
Rockingham advice, from people who live here.
Thirty minutes. In our office, at your kitchen table, or by video. No fee, no obligation. You will leave knowing more than when you started, even if you never come back.