I am the sole Director of MoneyRocket.
Whilst I do outsource some behind-the-scenes tasks, you will never be palmed off to an 'associate adviser' - you will only ever work with me.
I work from home in Ocean Grove, Victoria and travel regularly to Melbourne and surrounds for client meetings. For clients further afield, I meet them via Zoom or Teams and visit Brisbane and Sydney throughout the year.
This is the place where your complete plan comes together!
I will work with your accountant, mortgage broker, buyers advocate, conveyancer, wills and estates lawyer, family lawyer etc. to ensure your strategies are aligned and we are all on the same page.
It's optimal for you that that happens. If you are shopping around, you should make sure any other adviser is doing the same thing.
My journey to financial planning is unusual - I don't come from inside the system...