Transforming Goals
Into Financial Reality
Guiding your financial journey with clarity,
insight and a true partnership
About Life Plan Financial Advisors
Partnering with Life Plan means working with a small business that’s big on commitment.
With over 25 years of unwavering dedication, we bring Clarity, Insight and a true Partnership to guiding our clients towards their financial aspirations.
We take the time to listen, understand and create strategies that align with your goals.
Clarity in Complexity
Navigating intricate financial matters with jargon-free guidance for confident decision-making.
Goal-Based Advice
Crafting personalised strategies tailored to your aspirations for a secure financial future.
Transparent Conversation
Open, honest dialogue building trust and informed choices every step of the way.
Proven Expertise
Over 25 years of success, ensuring capable hands on your financial journey.
Our Services
With over 20 years experience, our services can help you achieve your financial goals.
Insurance
Find the right insurance to protect your income, family home, children's future or business
Investments
Take the complexity out of building wealth and achieving short and long term goals with Life Plans investment strategies.
Retirement Planning
Whatever your retirement goals are, Life Plan can work with you to implement a strategy to get there.
Superannuation
Life Plan can help you reduce super fees, optimise contributions and save on insurance premiums.
Meet Our Principal Advisor
Rodney Rose is the founder of Life Plan Financial Advisors, a financial services practice committed to helping clients live well and take care of their family.
Rodney, originally from Melbourne, started his professional career in accounting. Through working with large multi-corporates and in roles that involved financial control and audit, he developed his love of helping people organize their wealth to maximise and protect their financial position for the long term. His strong attention to detail coupled with penchant for planning ahead led him to a successful career looking after his clients in Financial Planning.
Rodney is married to Sophie and has three boys who have an avid interest in classical music. His sons have played the clarinet and percussion in orchestral tours internationally. Rodney and Sophie enjoy taking peaceful walks by the water near their home in the Eastern Suburbs of Sydney.
What Our Customers Say
Partnering with Life Plan means working with a small business that’s big on commitment.
Book a Free Consultation
Contact us for a no obligation consultation to learn how Life Plan can help you plan your future.
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