The Waverley, 206/79-85 Oxford Street
Bondi Junction NSW 2022
About Life Plan Financial Advisors
At Life Plan, we take the time to understand your needs and expectations, so that we can deliver first-class solutions through our superannuation, investment, insurance and retirement planning services.
We go above and beyond to deliver value for our clients
Our mission is to help our customers define and achieve their goals, with easy-to-understand, tailored advice.
We are a family-focussed financial services practice, working along side our clients to ensure our advice can help them to achieve their goals.
We pride ourselves in providing good, honest advice to optimise 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 Values
Clarity
Clarify the needs, concerns, opportunities and goals that our clients have in the various areas of their life.
Insight
Apply unique insight developed from our experience, in combination with our clients unique circumstances, to achieve their goals.
Partnership
We partner with our clients to help them reach their goal. For some, we are coaches, mentors, catalysts or advisers.
You can access our Representative Profiles here.
Meet Your 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 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.
Consultation Process
Developed over 25 years, our proven customer-first approach ensures we clearly define your goals, and implement a strategy to help you achieve them.
Your complimentary initial consultation with us, is where we will discuss your financial objectives, goals for the future and your expectations.
We will work through a confidential questionnaire designed to understand you, your background, investment objectives, risk tolerance and existing investment pattern.
After comprehensive research, we develop a detailed financial plan. This plan outlines strategies, investments, social security considerations, risk management, and taxation planning.
We review benefits, features, and costs associated with recommendations, presenting a comprehensive Statement of Advice.
Once strategies are agreed upon, we initiate implementation according to your financial plan.
A crucial touchpoint at the 45-day mark allows us to assess initial progress, address queries, and ensure your plan is on track.
Our emphasis on ongoing reviews ensures your evolving circumstances and legislative changes are considered.
This approach keeps your plan robust and aligned with your goals.
Empowering Your Goals With Honest
Financial Advice
Partnering with Life Plan means working with a small business that’s big on commitment.
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 20 years of success, ensuring capable hands on your financial journey.
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.