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
