Using our Knowledge to focus on setting Foundation to build your Wealth

Knowledge (25 – 40)

You are establishing yourself and are now at the point in your life where you want to learn more about building wealth and want to establish financial planning goals.

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Foundation (40 – 50)

You have established a solid financial base and are at the point in which you want to take more control over your finances and build upon your good foundation and protect what you have built so far.

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Wealth (50 +)

You have established your wealth or are well into building your nest egg. You’re thinking about building your wealth further and also protecting it to maintain your lifestyle now and into retirement.

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HAVE QUESTIONS ABOUT WEALTH PLANNING?

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Why Choose Rosetta Stone?

CLIENT FOCUS

We listen, understand and act according to what is important in our clients’ lives.

PASSIONATE

We passionately follow investment markets to ensure we can make the best investment decisions for our clients.

BEHAVIOURS

We understand human investment behaviours and use these in our decision making.

EXPERIENCE

Using our 25 plus years of industry experience, we help our clients make the best decisions for their needs.

What Our Clients Say

“The unexpected and sad passing of my husband, turned my whole world upside down and left me floundering not really knowing financially what to do.

Matthew was there advising and steering me in the right direction as he has always done. I feel comfortable in the fact that he continues to work hard for me ensuring that the fund is providing me with a very comfortable standard of living.”

Jan Wurlod
“Matthew genuinely has our best interests at heart when making each investment recommendation to us. He took considerable time to understand our family, future needs and risk profile and as a result would not remotely recommend anything that is not in our current best interests or could damage our future standard of living.

We are very happy to provide this testimonial for Matthew and suggest he can provide a value add to any new fund in a safe and friendly environment.”

Cheryl and Syd Anderson

OUR COMMITMENT TO YOU

Our objective is to demystify and unlock your wealth plan by imparting our knowledge to you. Being armed with new knowledge, together we can build a firm foundation to build and maintain your wealth, no matter what stage of life you are at.

MATTHEW HOL   •   PRINCIPAL