Wealth Management & Financial Advice

Growing your wealth is what we love, and this is achieved with more than just investment advice. Strategic planning can make an enormous difference to the value of your portfolio over time.

Partnering with our accounting colleagues, our clients find that the best financial advice results from an integrated approach, to accelerate the attainment of their goals.

We have over 30 years of combined investment expertise.

Please contact us to discuss how Rhodes Docherty Financial Advisers can help you.

Some of the areas that we specialise in are:

  • Self-Managed Superannuation Funds
  • Tax minimisation
  • Investments
  • Retirement planning
  • Aged care, home care and social security
  • Estate planning and succession
  • Insuring against the unexpected

Start your journey to financial freedom today by contacting Rhodes Docherty.

BOOK A

No Obligation Consultation Today

LATEST NEWS

KEEP YOU UP TO DATE

Entertainment expenses - what can I claim?

Jul 24 2019
Entertainment expenses - what can I claim? The days of the Long Lunches of the 1...

Don't lose your life insurance in super!

Jun 11 2019
Don't lose your life insurance in super! You may have recently received a le...

After the election: Tax changes on the way

May 29 2019
With the uncertainty of the federal election now out of the way, we can look forward to...
Suite 1.01, Level 1
828 Pacific Highway
Gordon NSW 2072
Locked Bag 1011
Gordon NSW 2072
Call Us: (02) 9988 4033
Fax: (02) 9449 4229