Protection
For Individuals
Services
For Individuals
Personal Cashflow
For most people, reliable cashflow is central to their financial wellbeing. However, paying the bills, saving and still having the means to enjoy a fulfilled life isn’t as easy as it sounds for many people. It’s for this reason we created a 12-month guided program called the “Cashflow Coach”.The Cashflow Coach provides financial education and money management techniques that aim to create effective money habits for life. The Cashflow Coach program is part of on our Complete Advice Framework.
Learn More
Services
For Individuals
Salary Sacrifice
Financial planning is integral to our Complete Advice Framework. Financial planning, together with strategies to protect your wealth and lifestyle and personal prosperity.
Learn More
Services
For Individuals
Wealth Portal
All clients of Rothgard Financial Planning receive access to the Rothgard Wealth Portal:
- All your assets and liabilities are conveniently in one place
- Auto-categorised transactions to track your spending
- Live data feeds for property, vehicles, shares and super.
- Store important documents, such as wills, group certificates, health benefit documents or tax summaries
- Secure, easy digital management of your funds.
Services
For Individuals
SMSF
SMSFs offer business owners (and individuals) more control and choice for managing retirement savings including the opportunity to select, buy or sell investments (including property) to suit specific wealth accumulation strategies. SMSF is also considered a tax effective vehicle for managing wealth that provides a legacy for future generations.However, trustees of self-managed superannuation funds must meet considerable responsibilities. While strict compliance is required in terms of fund administration, with the sole purpose of the fund to provide retirement benefits to members, trustees must also be adept in investment strategy to grow the fund balance.
Learn More