Securing Your Financial Future & Retirement

• Pre & Post Retirement Planning

• Wealth Accumulation

• Estate Planning

• Personal Insurance

• Aged Care Advice

• Superannuation

  • How are you planning for your future now so you will be financially independent in your retirement years?

  • What is your financial position as you head towards retirement are you free to do as you wish?

  • Your family is important to you and so are your assets we can help you leave an enduring legacy but do you have a will?

  • What will your financial commitments be should you or a loved one require an assisted living facility in the future?

  • Insurance is an important part of any wealth portfolio to protect you and your assets in times of need . Talk to us TODAY  (03) 5227 7777 - to make sure your personal insurance needs are met.

Meet The Team

Financial Aspects is a family based business servicing the Greater Geelong Area , Bellarine Peninsula and the Surf Coast. With over 40 years experience in financial planning and with Ron Rose senior at the helm Financial Aspects opened its doors in  1991.

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Client Stories

Most of our clients are long term and over time we help manage their financial requirements as their life changes and as legislation is updated. Like you, our clients situations are unique and require a personalised service that we can also offer you.

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Top 5 Financial Planning Tips

Planning your future needs to start as early as you can to avoid the pitfalls of entering retirement with financial stress. Check out our financial blog thats full of financial tips and regular legislative updates.

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Your Financial Peace Of Mind

centrelink logo

Dealing with centrelink can be a challenge at times but we can take care of this for you. We can help structure your investments  so you can maximise your Centrelink benefits without compromising your future income.

Frequently Asked Questions

What Others Are Saying

I was really surprised by my meeting with Daniel, I had not idea that there was so much to consider with income protection and how much easier and smarter it was to partner up with a financial planner to make those decisions. I felt looked after and supported. I highly recommend Daniel Rose.    Nikki Smith

 

Thank you for time yesterday, Dan! I'm feeling so relieved after our first meeting because my finances are finally starting to make more sense. I really appreciate your expertise and ability to explain the different options for super, investments and personal insurance in plain English, which made it so easy to understand. Now I have solid numbers to base my investment and insurance decisions on and feel a lot more in control of where I am heading. Thank you again, Dan!    Minna Salmesvuo

 

 

After breaking my arm last year and having it impact my ability to work, I thought it was time to review my superannuation and income protection. Dan was fantastic and helped me get everything in order with little stress, leaving me with a much better understanding of my finances. He made it very hassle free and allowed us to communicate via phone or email as I had difficulty getting to the office. Thank you for everything Dan!   Rosie Sharp

 

Daniel from Finacial Aspects recently helped me organise my income protect and reassess my super fund. These are all areas that I have little to no understanding of. Dan walked me through the processes, found an insurance producted that I actually needed and got me understanding and thinking about super completely different. I really appreciated the time and follow up Dan has done to assist me on this journey and I would highly recommend him to anyone after personal insurance as he made what seemed like a 'too hard basket' task into a piece of cake over coffee. Thanks again! Christine Fraser

I referred my parents to Daniel Rose of Financial Aspects for some retirement advice. They were fast approaching retirement age, with minimal super and no real idea that they even had any options, they were just going to pop into Centrelink and get stuffed around for who know’s how long and hope to get on the pension. Dan was able to provide high value advice and a strategy that maximised the super they did have, get them the most out of the pension while they continue to work, while they can. Dan was patent, and there to help when Centrelink played all their “make it hard, and hope you’ll go away” cards. I’d have no hesitation in referring my network to Dan, for any personal insurance or investment advice.   Luke Hallam

These clients have agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you. The examples are illustrative only and is not an estimate of the investment returns you will receive or fees and costs you will incur.

Call us today at (03) 5227 7777 or email daniel@financialaspects.com.au