What We Do

At Rosetta Stone we:

  • Give you the knowledge to make a fully informed decision
  • Create a financial plan for you
  • Advise you on how to accumulate wealth
  • Manage your investment portfolio
  • Advise trustees of self managed superannuation funds
  • Plan for retirement
  • Take you through the retirement process step by step
  • Protect you and your family

We achieve this by:

  • Finding out what is important to you and your family
  • Identifying your goals
  • Building your strategy within your values and goals
  • Identifying legislative and taxation effective strategies to accelerate wealth accumulation
  • Providing clear, concise and effective advice
  • Implementing all the strategies
  • Monitoring on a regular basis what is happening with your Investments
  • Taking the time to explain both the big and small picture of your advice to you