We love what we do and relish working with caring, fun and interesting people. This means you will find us refreshingly down to earth and easy to work with.
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Let’s design and create the financial future you desire
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Let’s design and create the financial future you desire
We have strong beliefs about how a financial planning business should be to nurture its clients and the wider community. We aim to embody these beliefs in everything we say and do. We believe:
- we should play an effective part in the community; sharing our knowledge, expertise and resources wherever practical and possible.
- our value to you is in providing accurate technical advice which is tailored towards achieving your intentions. This means we place great significance on long term relationships.
- our clients should know the truth about their money and what it will or will not allow them to do. We can then help them to make the choices that are right for them.
- in a fiduciary standard of care — this ensures we always place your interests ahead of our own.
- in being independent — this ensures our clients get the advice that is right for them. RockWealth has no ties to any investment house, bank or insurance company.
- in being contactable – there is no limit on the number of phone calls, meetings or discussions a client can have with RockWealth. Clients can reach us at all reasonable times with access to our telephone and mobile numbers.
- that the only people who should pay us are our clients – for this reason we are “fee only”. We do not take commissions from third parties.
- in creating and maintaining an environment that supports learning and personal development – this is one of the reasons we have been accredited as a firm of Chartered Financial Planners by the CII.
- we should only work with people for whom we can add significant value.
- that our clients should enjoy their financial planning experience.
We love what we do and relish working with caring, fun and interesting people. This means you will find us refreshingly down to earth and easy to work with.