RoccoSinclair Financial Services

Paul - Director
"With Rocco Sinclair, I liked the fact that.....they listened. Then they refresh you with not just one but two opinions, coming from different angles. Two views, two opinions...different options.....a very fresh experience."

Liz - Executive Management Consultant
"I have known the Principals of Rocco Sinclair for many years, ......during which time they have provided intelligent financial advice and support for my long term plans......"

Bruce - Solicitor
"My accountant introduced me to Jeanie as I was unhappy with my previous adviser ....and she has helped me to reinstate my confidence in financial planners..."

Beryl - Retired Doctor
"I like the fact that Jeanie listens to me and hears what I say,... she gives it thought and responds appropriately.....and with her advice I have learned a lot..."

Enrico - Manager Contact-Employer Superannuation
"In late 1998 our company engaged the services of Roy and Jeanie to set up our superannuation plan.... They assisted us in selecting an appropriate provider and helped us set it up.

Since then, Jeanie and Roy have conducted regular on-site reviews with members to discuss regulatory changes, fund performance, market outlook and investor choice..... These meetings provide our staff with the opportunity to ask questions about their own particular funds and superannuation in general.

In addition, Jeanie or Roy offer one-on-one sessions to help members with their super choice ......... and also provide staff with personal financial assistance and advice...."