Rockhopper Wealth - Gawler, SA

Rockhopper Wealth: Un especialista en asesoramiento financiero

Con sede en Gawler, en el corazón de Australia, Rockhopper Wealth es una empresa de asesoramiento financiero que ofrece soluciones personalizadas para ayudar a los individuos y familias a alcanzar sus objetivos financieros. Con años de experiencia en el sector, su equipo de expertos está comprometido en brindar asesoramiento financiero de alta calidad y apoyo para tomar decisiones informadas.

Sobre nosotros

Rockhopper Wealth se encuentra ubicada en el Gawler Business Innovation Centre, en 89 Murray Street, Gawler SA 5118, Australia. Puedes contactarlos por teléfono al 466747489 o visitar su sitio web en rockhopperwealth.com.au. Su apodo para la empresa se refiere a su enfoque en asesoramiento financiero personalizado y su compromiso con la excelencia.

Especialidades

Rockhopper Wealth se especializa en asesoramiento financiero, con un enfoque especial en asesoramiento sobre la jubilación y los fondos de pensiones. Su equipo está capacitado para brindar orientación personalizada y ayudar a sus clientes a crear planes financieros realistas y alcanzables.

Características

• Asesoramiento financiero personalizado
• Jubilación y fondos de pensiones
• Planificación financiera
• Asesoramiento sobre inversiones
• Plan de ahorro

Otras características

Esta empresa ofrece servicios y características adicionales, como la tarjeta de estacionamiento accesible y la entrada y el baño accesible para sillas de ruedas. También requieren que los clientes hagan una cita previa.

Opiniones

Rockhopper Wealth tiene 27 reseñas en Google My Business, con un promedio de 5/5 estrellas. Los clientes elogian al equipo por su calidez, conocimiento y asesoramiento profesional. Los usuarios dicen que son confiables y tienen una gran capacidad para contribuir a que sus clientes manejan el lado financiero de manera estresada.

Qué dicen nuestros clientes

Una de las respetadas recomendaciones para la compañía fue de Lucas, un experto en asesoramiento financiero. Él tiene una amplia gama de conocimientos y consejos amables y profesionales, y ha ayudado a que la parte financiera de la jubilación de los clientes sea libre de estrés. Lucía se recomienda plenamente a todos los que buscan asesoramiento financiero.

Lucía es un verdadero profesional. Su conocimiento en el consejo financiero, especialmente sobre jubilación y pensiones, y su total confiables resalta. Tuve el privilegio de hacer mi práctica de intercambio con él y no he podido preguntar nada mejor. La recomendaría tácitamente a todos los que buscan consejo financiero.

Ubicación

Rockhopper Wealth se ubica en Gawler, en el corazón de Australia. Su dirección es Gawler Business Innovation Centre, Lv 1/89 Murray St, Gawler SA 5118, Australia.

👍 Reviews of Rockhopper Wealth

Tim N.

5/5

Lucas was recommended to me. His wealth of knowledge and friendly professional advice is outstanding. He has made the financial side of my retirement stress free. I would not hesitate in recommending Lucas to anyone

Cheer W.

5/5

Lucas is a true professional! Highly knowledgeable in financial advice, especially retirement and superannuation, and completely trustworthy. I had the privilege of doing my internship with him and couldn’t have asked for a better mentor. I would wholeheartedly recommend him to anyone seeking financial advice.

Kerry K.

5/5

Lucas, our financial advisor has been absolutely outstanding. Thanks to his guidance, we feel confident and secure in our retirement. Professional, knowledgeable, and always looking out for our best interests – we couldn’t be happier with the results.

Steve W.

5/5

Lucas helped us transitioning into retirement.
Patient friendly and knowledgeable, easy to understand.
Highly recommend Lucas and the staff at Rockhopper wealth.

Chris E.

5/5

I’ve never used a financial advisor before, and Lucas came to me by recommendation. He helped me review and confirm my (early) retirement strategy. All of his advice has proved rock-solid, is well founded and was completely personalised to my needs and circumstances. My experience reassured me that using Rockhopper was a sensible decision. Following this, Lucas has supported me with business financial guidance. He has always been responsive, relevant and respectful – something that’s rare to find in today’s world. I do very few ‘reviews’, but in Lucas’s case, I have absolutely no hesitation in recommending him to others to provide an honest, unbiased and actionable plan.

Cheryl L.

5/5

Lucas has been the most patient person I have ever met, giving me step by step advice after understanding my financial situation. I am so fortunate to have him to advise me on all kinds of investment strategies. He is very knowledgeable and approachable and I would not hesitate to recommend him to anyone! 😃

Lachlan E.

5/5

Highly recommend Lucas Barsby for professional, tailored, clear, considerate and patient financial advice to help you unlock your potential. My experience surpassed expectation. Definitely your best asset. Looking forward to his continued support.

Sue E.

5/5

When I met Lucas he instantly put me at ease, it was like I'd known him forever. I was very unsure about using a financial adviser but Lucas was terrific, he went above and beyond to help me. Sorted out Centrelink for me also my English pension, which I had no idea that I was entitled to anything and then my Australian pension all while looking after my superannuation investments. Couldn't have wished for anyone better, really is a nice person, everything was explained to me in a way that I could understand. Nothing was too much trouble or trivial for Lucas to help me with, forever grateful 🙏