The Life Plan Team
We are a family focused financial services practice with a community feel.
Our target market is young families as we feel we can relate and add value to these clients as our client’s aspirations are often like our very own.
We like to think that we are little bit different to the ‘typical’ old school Financial Advisor. We thrive on thinking ‘outside the box’ to come up with strategies which optimize our client’s position and help them reach their potential. It’s not just about retirement planning; we each have our own Life Plan to establish before then.
Our team of professional Financial Advisors and support staff specialise in providing affordable accessible financial advice to time poor, busy professionals and can help with:
- Saving for your first home, investment property, education for your children or lifestyle
- Protecting yourself and your family in the face of adversity through insurance
- Retirement planning through Superannuation and Self-Managed Super Funds (SMSF)
- Ensuring your wealth is passed on to your loved ones through estate planning
- Corporate super and small business financial needs
Each Advisor has a speciality ‘niche’ and an extensive network of professionals such as mortgage brokers, accountants and solicitors we work with to address all your financial needs in a ‘one stop shop’ fashion. We endeavour to work in a multi-disciplinary fashion to ensure the best advice tailored to your needs and situation.
Our interests are also in up skilling the financial literacy of our community through our blogs, social media and work we do on mainstream print media.
You can see more information about us on our website and follow us on Twitter or Facebook, you can read our recent blogs, subscribe to our free e-Newsletter or just see what we’re up to this
B.Bus. (Accounting), CPA, ADFS (Financial Planning)
Rodney Rose is the co-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 maximize 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.
ADFS (Financial Planning), Executive MBA
Patrik Vachan is the co-founder of Life Plan Financial Advisors. Working with Rodney Rose these two Principals had the idea of starting a financial services practice completely committed to the needs of young families.
Patrik completed a Commerce certification at Vanier College and studied a Business degree at the University of Montreal and Quebec and has always had an interest financial planning, believing there’s an important place for active planning earlier in life (not just for pre-retirees). He recently consolidated his knowledge and experience with an Executive MBA from UTS.
Patrik helps his clients strategically putting plans in place to help achieve their numerous goals and make every dollar work for them.
Patrik came to Sydney from Montreal, Canada in 2007 with his wife Burcu who also works in the practice part-time. The family enjoys travel with their primary school age son. Now both are active ice-hockey players (yes there is a league in Sydney!) and his wife has had no choice but to be an avid supporter!