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

Read what our clients say about us on Google

					I have been working with Rodney for many years and have found his advice to be invaluable. He is thorough and is always aware of cost. Highly recommend
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Shaun Bettman
28/10/2024
					Rodney Rose is a very caring and helpful personal financial adviser. He is a confident, friendly and understanding person, who gives accurate and timely advice
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Stephen Brown
25/10/2024
					Rodney from Life Plan Advisers has provide us with valuable financial advice over many years. He responds to our inquiries efficiently and promptly. We would not hesitate to recommend his services
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Ellen Stone
18/10/2024
					Rodney has been advising me on my financial affairs for nearly twenty years surviving the world financial crisis, Covid and my long term chronic health issues. Rodney has a warm, compassionate, understanding, fun personality. He has always been obliging, helpful, respectful to one uninformed in financial affairs I respect his intellect, his wide ranging knowledge on the economy which is reflected in his astute arrangement of my superannuation and other investments to keep me solvent over the long term I trust him implicitly and highly recommend him
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Marion Lloyd
11/10/2024
					I am happy to say that my experience with Rodney has been a pleasant one as he makes the financial mumbo jumbo reasonably simple and helps with the paper work and decision making. I can strongly recommend him and his services to all the those who glaze over in the face of investment planning.
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Les Cohen
04/10/2024
					Rodney has been my financial advisor for over 25 years, having guided me through establishment of my financial portfolio and through into retirement. His advice has been practical, understandable and accurate. He is very personable making it easy to deal with him and talk beyond pure financial issues. I recommend him highly as a financial advisor and guide, for anyone looking to get the most from their financial lifecycle.
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Ross Cordukes
01/10/2024
					While I mostly deal with Rodney Rose, who has been my financial advisor for over twenty years, my dealings with others at Life Plan Financial Advisors in his time with the company have reflected the honesty, integrity and diligence that Mr Rose has always put into ensuring that my financial portfolio is being maintained to my best advantage. .
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Neale Green
01/10/2024
					Very satisfied with the services that is provided to us. Rodney makes it all easy to understand. We feel comfortable with our financial plan.
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Louisa Zammit
01/10/2024
					For over ten years Rodney Rose has been invaluable in managing our post-retirement finances. He is constantly and diligently looking out for our best interests by tailoring strategies to suit our personal life goals.
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Gary Stavrou
01/10/2024
					I have been very pleased to have Rodney Rose looking after my financial affairs for the past 10 years. His initial advice gave me the courage & understanding of my financial situation which in turn enabled me to take the plunge & retire with confidence. Rodney spend 5 (or more) hours with me at our first meeting to learn whether I took on a risk or whether I was quite conservative when it came to my money. He has always been available to take my calls; we schedule annual face to face meetings to keep things going smoothly. I can recommend Rodney Rose with great confidence.
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Jo Dumergue
01/10/2024
					Rodney has been advising me and managing my future financial needs for many years. His knowledge and professionalism is unsurpassed. I would recommend him to anyone who requires sound advice for a secure financial future.
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Tony Cavanagh
01/10/2024