You are a Corporate Leader, a successful Business Owner or a Leading Specialist in your industry or profession.

You’ve worked hard to build your career or business, but you don’t have a plan—meaning you don’t know when you can make work optional or whether you’re truly maximising your opportunities.

We partner with driven professionals who are ready to take control of their financial future, but we understand that our approach isn’t for everyone.

If you’re only seeking a one-time piece of advice, don’t face at least some financial complexities, or aren’t open to strategic planning, we may not be the right fit.

We specialize in working with individuals who are committed to long-term success and making informed financial decisions.

Here’s the process we follow to support you:

Strategy Consultation

We spend time getting to know each other. We find out what is driving you, where you need help and support and what success looks like to you. You gain insight into how we help clients and whether we’re the right firm for you.

Strategy Analysis

We do detailed financial modelling to show you when you can make work optional (or start to ease up) and how you can take care of the family. We create multiple scenarios so you can see that all options are being considered. You will end up with your tailored plan which shows you what you need to do to get the things you want.

Advice and Implementation

You will no doubt have a lot of this boring stuff like insurance, wills, superannuation and investments in place. We provide advice on what needs to be changed or improved so that you are set up for success.

Ongoing Partnership

In our ongoing partnership we:

• Provide strong direction and leadership.
• Act as a sounding board, bouncing around ideas and getting creative.
• Ask hard questions when it is required.
• Ensure you understand all the options available to you.
• Deal with the technical boring stuff so you don’t have to.
• Keep you financially organised.
• Keep you accountable to what you need to do.
• Review the investment strategy to ensure it continues to make sense.

This working relationship gives you the greatest probability of achieving your goals.

Why Andrew chose to work with Roskow

Want to get in touch?

To arrange a Strategy Consultation, please use the form below or call/email the office most convenient for you.