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Yes, there's a lot more to life than money, such as spending time with our friends, family, in the community, travelling, enjoying our sports or hobbies & being healthy are the most important things in life. But having more money in our pockets means increased freedom to enjoy the things we love & take advantage of life's opportunities.

 

Rowe Partners Financial Planning is your path to better money management. Our tailored approach to financial planning fully considers your individual circumstances & financial objectives. Our Certified Financial Planner® can help design & implement a financial plan to help you improve your overall financial position.

 

Our office locations are located throughout the South Australia region in areas such as Adelaide, Port Pirie, Murray Bridge, Port Augusta and Modbury. A Rowe Partners Financial Plan will provide a comprehensive & holistic perspective, enabling you to; make the most out of the money you earn, reduce financial risk, improve financial stability & achieve personal freedom.

Comprehensive Financial Planning

Rowe Partners Financial Planning provides comprehensive financial planning advice to beginners & seasoned investors alike throughout  Adelaide and other South Australian suburbs. The earlier you start investing & growing your money, the better placed you'll be to achieve your financial goals & fulfil retirement aspirations.

 

With so many investment options, wealth creation & insurance products available, understanding them & choosing the right mix to suit your circumstances can be tricky. Rowe Partners Financial Planning will work closely with you throughout your money & investment journey. By taking the time to understand your needs & carefully match them with financial strategies, we can develop a plan that puts you on the path toward greater financial freedom.

 

Our range of financial planning & management services include:
 

  • Superannuation funds & contributions

  • Superannuation fund consolidation & rolling balances

  • Self-Managed Super Funds

  • Investment strategy

  • Financial structures

  • Transition to retirement & aged care planning

  • Risk management

  • Trusts & succession planning

  • Negative gearing

  • Insurance protection

  • Estate planning

 

For more information about Rowe Partners Financial Planning, visit our website www.rowepartnersfinancialplanning.com.au

Meet The Team.

Blake Halligan
Senior Financial Planner


CFP® BFin BComm GDipFinPlan
Authorised Representative (312507) of GPS Wealth Ltd

Blake joined Rowe Partners in 2018 to lead the Financial Planning division. He is a Certified Financial Planner® with over 10 years of industry experience. Blake specialises in wealth accumulation, financial protection, SMSF and retirement planning & can help you determine the best path to reach your financial goals. Blake assists clients across all our offices.

 

Blake is married with two young daughters. Also, in his personal life, he is heavily involved in baseball. Blake is the State Director of Umpiring overseeing baseball umpires across the state, as well as playing socially.

 

To make an appointment with Blake, call 1800 04 ROWE (7693) or contact him directly via blake.halligan@rowepartners.com.au or 0412 144 973.

SMSF Specialist Advisors

 

Chad McKnight & Patrick Connolly both hold the SMSF Specialist Advisor designation from the SMSF Association & can offer expert advice on compliance matters & investment strategy, helping you prepare adequately for your retirement. The trick is to establish if a SMSF is the right wealth management & investment strategy for you & then to ensure that the fund is structured to maximise returns whilst maintaining compliance. 

 

Michael Nutt & Robert McDonald are both highly experienced in helping clients to achieve their financial goals & authorised to provide advice on SMSF. 

Disclaimer:


Whilst Rowe Partners Financial Planning is of the view the contents of this website is based on information which is believed to be reliable, its accuracy and completeness are not guaranteed and no warranty of accuracy or reliability is given or implied and no responsibility for any loss or damage arising in any way for any representation, act or omission is accepted by Rowe Partners Financial Planning or GPS Wealth Ltd or any officer, agent or employee of Rowe Partners Financial Planning or GPS Wealth Ltd.

General Advice Warning:


The information contained on this website has been provided as general advice only. The contents have been prepared without taking account of your objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs.

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Rowe Partners Wealth Advisors Pty Ltd trading as Rowe Partners Financial Planning, Corporate Authorised Representative 1262602 GPS Wealth Ltd | AFSL 254544 | Australian Credit Licence 254544 | 1700 648 776 | www.gpswealth.com.au

Level 1, 4 Smart Rd

PO Box 570

Modbury SA 5092

33 Florence St

PO Box 639
Port Pirie SA 5540

8 Church St

PO Box 2247
Port Augusta SA 5700

Murray Bridge

Ground floor, 30 Seventh St

C/- PO Box 570
Modbury SA 5092

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Rowe Partners Wealth Advisors Pty Ltd trading as Rowe Partners Financial Planning, Corporate Authorised Representative 1262602 | GPS Wealth Ltd | AFSL 254544 | Australian Credit Licence 254544 | 1700 548 2726 | www.gpswealth.com.au© 2018 Rowe Partners Accounting, proudly created by Short Sharp a