Yes. There's a lot more to life than money. Spending time with our friends, family, in the community, traveling, enjoying our sports or hobbies & being healthy are the most important things in life. But having more money in our pockets means an increased ability to enjoy the things we love & take advantage of life's opportunities.
Rowe Partners Financial Planning is your path to better money management. Our tailored approach to financial planning fully considers your individual circumstances & financial objectives. Our Certified Financial Planner® can help design & implement a financial plan to help you improve your overall financial position.
A Rowe Partners Financial Plan will provide a comprehensive & wholistic perspective enabling you to make the most out of the money you earn, reduce your financial risk, deliver improved financial stability & achieve personal freedom.
Rowe Partners Financial Planning provides comprehensive financial planning advice to beginners & seasoned investors alike. The earlier you start investing & growing your money, the better placed you'll be to achieve your financial goals & fulfil retirement aspirations.
With so many investment options, wealth creation & insurance products available, understanding them & choosing the right mix to suit your circumstances can be tricky. Your Rowe Partners Financial Planner will work closely with you throughout your money & investment journey. Our financial planner understands that by taking the time to truly understand your needs & carefully matching them with financial strategies, we can develop a plan that puts you on the path towards greater financial freedom.
Our range of financial planning & management services include:
Blake joined Rowe Partners in 2018 to lead the Financial Planning division. He is a Certified Financial Planner® with over 10 years' industry experience. Blake specialises in wealth accumulation, financial protection and retirement planning & can help you determine the best path to reach your financial goals. Blake assists clients across all our offices.
Blake is married with two young daughters. Also, in his personal life, he is heavily involved in baseball. Blake is the State Director of Umpiring overseeing baseball umpires across the state, as well as playing socially.
To make an appointment with Blake, call 1800 04 ROWE (7693) or contact him directly via firstname.lastname@example.org or 0412 144 973.
Chad McKnight & Patrick Connolly both hold the SMSF Specialist Advisor designation from the SMSF Association & can offer expert advice on compliance matters & investment strategy, helping you prepare adequately for your retirement. The trick is to know if it is the right wealth management & investment strategy for you & then to ensure the fund is structured to maximise returns & fully compliant.
Click here to read about IMPORTANT CHANGES to legislation affecting the provision of wealth management & financial advice.