rootsfinancial.au
Roots Financial PTY. LTD.

Need financial

advice?

Expert advice to help you towards your financial goals, specialising in Superannuation, Investment, Insurance, SMSF and Retirement Planning. Based in the Southern Highlands of NSW, servicing clients all over Australia. 

Investing in your Future

Understanding taxation, investment, insurance and what you can do to improve your financial life is crucial. Having the right advice and support behind you can mean the difference between failure and success. In a constantly changing environment, we strive to improve our clients financial lives and outcomes.

Roots Financial

Testimonials

At Roots Financial our number one priority is to have a positive impact on the financial situations of all of our clients
Mark and Cathy - NSW 
"George's enthusiasm and professionalism are matched by his knowledge and patience. We are always impressed that he takes the time to understand our financial planning needs and then offers a range of suitable options and explains the pros and cons of each. This gives us confidence that we have made the correct and informed decision about options that have been tailored for us. We have no hesitation in recommending George from Roots Financial if you are looking for personalised and knowledge based advice and actions that maximise positive outcomes in the short, medium and long term. "

Please see Google for other reviews and testimonials from our clients


Services

With many years in the financial services industry, we have the expertise to help you achieve your financial goals.

Helping you grow to new heights

Wealth Creation

Tax efficient strategies to help grow your investments inside and outside of the superannuation environment including SMSF, SMA's, Managed investments and Direct Share Portfolios. Helping you navigate the complex world of financial markets.

In these uncertain time, having the right advice when it comes to building wealth through investment is more important than ever. 

Protecting the things that matter most

Insurance

Helping you to navigate the complex world of personal and business insurances, including Key man Business overheads, income protection and Life and Disability Insurance. With many years experience in managing claims and achieving the best contract of insurance for my clients.

Under-insurance is a major issue in Australia and when we go through unexpected life events we can be left exposed without the right insurances in place. 

What is ethical / sustainable investing? 

Ethical Investment Portfolios

We help our clients to understand what is available and what constitutes "Ethical Investing."

This is not a simple question as there are different ethical areas to consider- social/environmental/moral and different metrics to measure in each industry. 

Some might consider investing in social media to be an ethical investment, whilst others may not. We help our clients make informed choices.  Every investor is different, and every investor has different goals to achieve through their portfolio.