The Ebony Rose Group

About

Recognised as one of the leading Financial Planning Practices in Australia, we provide quality financial planning advice and wealth/asset protection.

Story

Australia's Finest Financial Services Group Providing 'Peace of Mind' Through 'Best Practice' Service & Advice.

We will work within our "12 Points Of Culture" to make certain that everyone who experiences Ebony Rose will benefit greatly and in some way, move closer to becoming the person they want to be, or achieve the goals they want to achieve.

We will eliminate the mystery and the fear associated with wealth creation, wealth preservation and maintaining your lifestyle in retirement.

Most importantly, the strategies we implement for our clients will safeguard and preserve their wealth in times of economic downturn and personal need.

Mission

We are a team of committed, positive and successful people who are striving to build a company our clients value.

We provide financial services and advice designed to meet the current and future needs and aspirations of our clients.

We understand that our clients rely on us to assist them accumulate assets and preserve their wealth.

We treat our clients with respect because we want to have long term, satisfying and beneficial relationships with them.

Products

- Guidance on budgeting and goal setting
- Savings and wealth creation strategies
- Investment planning
- Superannuation
- Pre-retirement & retirement planning
- Estate planning considerations
- Centrelink planning
- Risk and insurance analysis
- Business succession planning

"Since 1985, our team has helped people like you experience life in a way that is designed to meet your current and future financial needs and aspirations through financial planning advice.As a family run business we strive to build a stable foundation for clients, and advance their trajectory to financial freedom. We understand the value of building long term relationships with our clients, whether they are individuals, families, or businesses. We will be there to help you plan for life’s significant moments like having a baby, buying a house, or transitioning to retirement, protecting your assets, and making sure your family doesn't have to worry if something happens to you."