Life Plan Financial Advisors - Bondi Junction, New South Wales

Life Plan Financial Advisors is a professional financial consultancy service located at Address: Suite 206/79/85 Oxford St, Bondi Junction NSW 2022, Australia. The company is dedicated to providing expert guidance in financial planning and consultancy.

The financial advisors are available at Phone: 280142040 and on their Website: life-plan.com.au. Their specialties include financial consultants and financial planners.

In addition to their professional services, Life Plan Financial Advisors offer other points of interest such as online appointments, on-site services, wheelchair-accessible facilities such as a car park, entrance, and toilet, and appointments are recommended.

The company has received 12 reviews on Google My Business and has an impressive average rating of 4.9/5. Clients have praised the advisors for their personalized attention, extensive knowledge, and willingness to help them achieve their financial goals.

👍 Reviews of Life Plan Financial Advisors

Jo D.

4/5

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.

Marion L.

5/5

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

Ross C.

5/5

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.

Tony C.

5/5

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.

Gary S.

5/5

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.

Ellen S.

5/5

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

Stephen B.

5/5

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

Les C.

5/5

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.