Matt’s process considered my personal values as an important part of the planning process, an area that in my experience most financial planners put very little focus on. The process Matt went through gave me great comfort that he understood what was important to me and what I was trying to achieve because he took the time to understand my personal values before suggesting any solutions.
I have a much higher level of confidence with my financial plan working with Matt than I ever did with my previous advisers. With everyone else, I drove them. With Matt, he drives me. This works for me because the intricacies of managing my finances are not my primary focus, and nor do I want them to be. Quite frankly, I’d rather be sailing.
From our first meeting with Adriano my husband and I felt confident that we were finally on the right track to achieve our financial goals. After drafting many detailed financial strategies, and settling on one we are confident and excited to achieve, Adriano restructured all our superannuation, insurance and debt, and has created investment strategies that do not compromise our lifestyle but ensure we can provide our children with a good education, and us, a comfortable retirement. He is very thorough, knowledgeable, personable and has your best interests at heart. We feel so fortunate to have Adriano looking after us.
Matt provides the right balance of contact and advises us on matters that concern our current situation in life. He makes things simple and keeps away from the jargon. I will and have recommended him to friends. We are attracted to Matt’s style of financial planning as we pay him directly and know that he doesn’t take commissions on what he recommends. This gives us peace of mind that our money is being placed in the right investments.
After receiving an inheritance from my father, I spent quite a bit of time researching financial advisers as well as investment options. Adriano was the 4th adviser that I met with and with him, I finally felt that I had found someone who was going to help me to figure out how to best invest our money in a way that would not only honour my father but also help my family have greater financial security.
Neil has helped develop a financial plan tailored to our goals. He took time to understand our needs, and what was important to us rather than providing a generic plan. The independent nature of the advice given means that we are confident the products recommended are right for us, and are not chosen for Neil’s own financial gain. He has also taken time to explain the pros and cons of various approaches to us, and provided detailed information when required. We are very happy with Neil’s services.
We would not hesitate in recommending Neil to anyone who needs assistance getting their ‘life business’ organised. We found him to be professional, easy to deal with and genuinely interested in putting us in the best financial and ‘life’ situation. We look forward to a long relationship with Roskow Independent Advisory and their creative way of working.
Jason is a very approachable and empathetic adviser who I would highly recommend for someone needing advice on their full range of issues relating to the transition from full time work options. His advice is clear and easy to understand and he provides you with clear explanations of the different options available to you and the reasons both for and against each option. He works with you to achieve your financial goals. Extremely highly recommended.
Neil and his team took time to listen and understand what our concerns were. The strategy he developed and helped us implement have given us both confidence in the direction our financial future is taking. Neil has always been professional, approachable and most importantly not afraid to challenge our thinking and make suggestions.
Matt has kindly but firmly led us through the complex maze of finance. Having taken the time to understand our circumstances, he has assembled a team of professionals – lawyer, accountant, finance broker, property adviser – to help us work toward our life goals. Matt makes us feel secure in the knowledge that the various components of our financial strategy are in good order. We value our relationship with Matt very highly and recommend Roskow Independent Advisory with no hesitation.
Just to say thank you for the time you obviously put into our strategies. When you asked me at the end (of our meeting) how I felt I couldn’t do justice to what you had just explained to us. Have felt very jittery about our financial situation and you have made us both feel more relaxed. You have listened to exactly what we asked as you promised and that is often hard to find today. Once again, thank you for everything you have done thus far.
We have been dealing with Jason for approximately 3-4 years now and have found him to be well pronounced, astute , knowledgable and has always given us a sense of comfort in all our dealings. We have no hesitation whatsoever in recommending Jason to friends and have done so in the past without concern.
Matt always places his clients interests 1st and is very customer focused at all times in providing credible advice in future and current planning, We have been a client of Matt’s for over 6 years now and previously struggled prior to find a independent financial advisor who was not interested in selling schemes with large commission kick backs . We would recommend Matt to anyone who was looking for honest , detailed , tailored financial advice.
I tried self managing my investments but was unable to devote sufficient time. I contacted some advisers but found them overly focused on limited aspects of our financial health and mostly interested in those products that would generate the greatest commissions for them. I sought a fixed fee, independent adviser which led me to Neil. He took the time to identify our goals and requirements; he provides the comprehensive service and advice I was looking for across all aspects of our investments and financial health.
The key factor that distinguishes Matthew Ross from any other advisers we have contacted is that he is totally independent – that is, there is no conflict of interest in his advice because he is not aligned to any products, nor does he receive commissions. For these reasons his advice is highly valued by us.
Adriano is an incredibly professional, committed, and respectful financial advisor, who takes the time to explain difficult concepts. I would thoroughly recommend him to anyone- Adriano takes the time to get to know you and prides himself on having an indepth understanding of your goals and needs so he can provide you with tailored advice. He always presents himself as approachable and easy going however is highly professional in his conduct, making sure you feel respected and valued as a customer. Adriano works in a way that is transparent and genuine, making him very trustworthy.