The Financial Planning Process

Let’s work together

Let’s start the dialogue with a free initial consultation.

You can also call me on 0422 932 004

Email: ar.bff@outlook.com

Testimonials

  • "Ali remains our trusted adviser throughout our retirement since helping us transition to retirement over 5 years ago. We have been more than happy with the attention to our circumstances leading to solutions within a timely manner. The advice accurately reflects our discussions towards agreed upon actions. We would like to thank Ali for his patience as he always ensures he’s available to answer our questions. We have no hesitation in recommending Ali Roshan to anyone requiring financial advice and guidance."

    Graham & Lena

  • "Ali Roshan has been our Financial Planner for the past 7.5 years. Ali consistently provides professional and personable services. We have sought his guidance and seen the benefits and results of our financial plan over time. He is extremely supportive and passionate about delivery and return on our investment. Ali’s strategy and guidance is focused on our best interest, and we thank him very much for his ongoing support. I would definitely recommend him to others."

    Pam & Barry

  • “As clients of Ali Roshan, we are impressed with his knowledge, responsiveness, and professionalism. He can clearly explain market concepts and is focused on tailoring investment recommendations to our specific needs. As a retired couple we find him invaluable in navigating the machinations of superannuation and pension funds as well as new investment platforms. He is a pleasure to work with and we highly recommend him as a Financial Planner.”

    Jude & Hans

  • “We have known Ali for a couple of years and have always found him to be very helpful, knowledgeable and honest. We would have no hesitation in recommending him as a financial advisor.”

    Ian & Glenda