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Rowe Partners Financial Planning

Financial Planning

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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:

  • Superannuation funds & contributions
  • Superannuation fund consolidation & rolling balances
  • Self-Managed Super Funds
  • Investment strategy
  • Financial structures
  • Transition to retirement planning
  • Pension assessments
  • Risk management
  • Trusts & succession planning
  • Negative gearing

Click here to find out more on the Rowe Partners Financial Planning website

Blake HalliganCertified Financial Planner

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 blake.halligan@rowepartners.com.au 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.

SMSF Specialist Advisor

Chad McKnight
FCPA, ATI, SSA™

Patrick Connolly
Bacc, SSA™, MIPA

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Disclaimer:
Whilst Rowe Partners Financial Planning is of the view the contents of this website is based on information which is believed to be reliable, its accuracy and completeness are not guaranteed and no warranty of accuracy or reliability is given or implied and no responsibility for any loss or damage arising in any way for any representation, act or omission is accepted by Rowe Partners Financial Planning or GPS Wealth Ltd or any officer, agent or employee of Rowe Partners Financial Planning or GPS Wealth Ltd.

General Advice Warning:
The information contained on this website has been provided as general advice only. The contents have been prepared without taking account of your objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs.

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Rowe Partners Wealth Advisors Pty Ltd trading as Rowe Partners Financial Planning, Corporate Authorised Representative 1262602 GPS Wealth Ltd | AFSL 254544 | Australian Credit Licence 254544 | 1700 648 776 | www.gpswealth.com.au

Contact

Port Augusta
8 Church Street
Port Augusta SA 5700
P: 08 8641 9300
F: 08 8641 9301
Modbury
Level 1, 4 Smart Road
Modbury SA 5092
P: 08 8397 0000
F: 08 8397 0001
Port Pirie
33 Florence Street
Port Pirie SA 5540
P: 08 8638 2500
F: 08 8638 2501
Murray Bridge
Murrundi Bldg, Seventh St
Murray Bridge SA 5253
P: 08 8532 2903
F: 08 8396 1081
Rowe Partners | Business Accounting for City and Country Since 1989, Rowe Partners have been at the forefront of the accounting market, providing accounting, business support services and financial advice. We maintain a strong focus on continuous improvement and achieving the highest levels of compliance and industry benchmarking. With our qualified and experienced team you are assured of confidentiality, excellent advice and timely delivery of the solution you need.

Rowe Partners Wealth Advisors Pty Ltd trading as Rowe Partners Financial Planning, Corporate Authorised Representative 1262602 GPS Wealth Ltd |AFSL 254544 | Australian Credit Licence 254544 | 1700 648 776 | www.gpswealth.com.au