Rocket Wealth Management

Multi-disciplinary

We bring a wide range of highly trained and qualified staff including accountants, solicitors, and credit advisers to our clients and make sure each client improves their financial position as efficiently and as safely as possible.

Client Focus

We continuously and proactively look for ways to improve our clients’ wealth, financial health and retirement planning, with all things being done in the pursuit of our core focus of enhancing client’s financial profile.

Ethics-based

Our aim is to work in your best interests. We are actively committed to a code of ethics designed to achieve best practice in financial planning. We emphasise and prioritise your rights and entitlements as our client at all times.

Our Services

Financial Planning

Mortgage Broking

Business Advice

Risk Insurance

Accounting

Portfolio Management

Estate Planning

Superannuation

Legal Services

Retirement

Investments

SMSF

Debt Management

Property

Meet Our Team

The Team

Paul
Client Services Specialist
Ben
Financial Adviser & Mortgage Broker
Michael
Financial Adviser
Billy
Mortgage Broker
Mina
Lawyer
Sarah
Paraplanner
Avril
Compliance

What Our Clients Are Saying About Us

  • “We were unsure what we should do in our situation, we had a heap of questions and were unsure about what we should do. Rocket Wealth Management helped us, gave us great ideas that he hadn’t thought of and now feel so much better and more relaxed and happier about our situation and where we are heading.”
    S Hedges, Valley View, South Australia

  • “I very much appreciated the personalised advice and ongoing support given by Rocket Wealth Management”
    J Dawson, Mawson Lakes, South Australia

  • “We are super impressed with the results we’ve had after working with Ben at Rocket Wealth Management. They added a level of personalisation & have simplified the process of wealth management for us. The work ethic, great communication & keen attention to what the customer needs individually set them aside from the others. The whole system has actually been a breeze to use. We’ll definitely be suggesting Rocket Wealth Management to our family & friends in the future.”
    T Logan & S Kinnaird, Para Hills, South Australia

Useful Resources

Client Manuals

We have developed an extensive collection of guide series for clients. They comprise a unique collection of  financial planning and accounting materials for any one interested in managing their finances as effectively and efficiently as possible.

Client Newsletter

Our newsletter is published on a monthly basis and designed to keep you up to date with news and important information relevant to accounting, business, investments, superannuation and taxation. Sign up for our newsletter today.

Diary Notes

Our diary notes cover topics relevant to client needs. We address topics such as taxation, superannuation, business issues, financial planning, intergenerational planning, investments and more. Most visitors find these notes highly relevant to their situations.

Send us a message

Contact Us

Recent Diary Notes