What We Offer
Tailored, Non-aligned & Informed
Your long-term financial security and lifestyle goals demand quality financial advice, tailored to suit your specific situation, needs and personality.
When there are so many options to choose from, and so much at stake, you need to be assured that you are well-positioned, protected and have access to the right financial products for you.
Romad Capital Limited Advisers has the industry knowledge and expertise to advise with confidence, and access the ideal mix of products and strategies for you.
We help clients achieve their financial goals, create wealth, and then safeguard their earning capacity, their businesses and their lifestyle, with a protection plan.
Our team has distinctive competencies in financial services, strategic commercial advice and profit and loss, drawing on years of Chief Executive experience.
Talk to Someone You Know
It is important that our clients always deal with the same people - familiar faces who take a personal interest in helping them achieve their personal or business objectives.
So, at RCL, you will have the comfort and reassurance of communicating with the same person, who is free to solve your problems with non-aligned advice in a wide range of financial services.
RCL is our own independent business, enabling us to give you our full attention, and always prioritise the individual needs of our clients.
Fully Integrated Services
Our full suite of financial services includes non-aligned advice on business and personal loans, financial planning, investment strategies, insurances, superannuation, retirement planning and tax-effective strategies.
Our integrated approach means that you have the convenience of dealing with someone you know for all your financial services needs. It also means that we can align and integrate all aspects of your wealth creation and wealth protection strategies to your greatest advantage.
When to Seek Help
People tend to put off, or don't take the time to seek professional financial advice for a number of reasons, including lack of time, lack of understanding, or a belief in their own ability to make informed financial decisions.
Making those decisions is increasingly difficult, with ever-changing taxation, superannuation and regulatory requirements, changing investment and market environments and the wide range of financial strategies and products to choose from.
Taking the time to seek out a professional financial adviser, is the first step to realising that a complex and changing world requires specialist understanding and well-informed expertise.
Specialist financial planning services can deliver short-term benefits, as well as taking the uncertainty out of tomorrow.
Your RCL adviser can assist you in improving your personal and business financial outlook for today, to retirement and beyond. We offer an integrated and holistic approach to our clients' financial objectives and their on-going protection.
Short & Long Term Benefits
Specialist financial planning and investment advice can help you achieve your long-term financial and lifestyle goals. There are also many ways in which your RCL adviser can start improving your financial situation straight away.
At your first meeting, we find out what is important to you, and talk about your personal needs, priorities and expectations, now and in the future.
So that we can better focus on your needs and objectives at that first meeting, you may want to fill out our Fact Finder before scheduling a visit.
Making the Most out of Life
Your RCL adviser will provide a comprehensive assessment of your financial situation, based on your first meeting. This assessment, presented in written form, will recommend strategies for making the most out of your finances, and achieving short and long-term financial and lifestyle goals.
Our financial planning and investment strategies have helped clients create wealth, protect wealth and ensure it will pass on to those they intend to provide for.
Unlocking Your Financial Potential
We can help you find ways to achieve greater returns on investments by releasing financial potential you may not realise you have.
Margin lending is one of several tax-effective strategies that has enabled many of our clients to increase returns on their investments, and achieve a tax-effective advantage. Financial Strategies for Business
Your RCL adviser will work with you to identify your professional and business objectives, gain a better understanding of how your business operates, understand the challenges it faces, and assess its future potential.
Our full service approach means that our advice will include strategies that protect your business from unexpected problems, like having a key member of your team becoming ill.