Financial Aspects

Financial Aspects is a family based financial planning business that opened its doors in 1991. Ron Rose senior is at the helm. The business has over 40 years of experience in financial planning and services the Greater Geelong Area, Bellarine Peninsula and the Surf Coast. Jodi and Dan joined the company in 2003 and 2000 respectively, and took over the business in 2008. Jodi Rose-Nealy holds the Certified Financial Planner (CFP®) designation, a Diploma of Financial Planning (DipFP), a Diploma of Mortgage Lending (DipML) and a Bachelor of Science (BSc).

She is a Financial Planning Association of Australia Aged Care Specialist and completed the Accredited Aged Care Professional program. Jodi started in financial services in 1995 as a para-planner. Daniel Rose holds the Certified Financial Planner (CFP®) designation, a Diploma of Financial Planning (DipFP), a Bachelor of Prosthetics & Orthotics (BP&O) and a Bachelor of Science (BSc). He entered the financial services industry in 2000 and specialises in superannuation advice and personal insurances. Financial Aspects offers pre and post retirement planning, wealth accumulation, estate planning, personal insurance, aged care advice and superannuation.

Financial Aspects earns consistent praise for the depth of guidance provided on superannuation, investments and personal insurance. A recurring theme is the clarity with which Daniel explains complicated financial matters, with clients repeatedly noting that options were laid out in straightforward language that made decisions easier to grasp. One family who arranged insurance after the arrival of a first child describes a careful review of their needs, goals, investing preferences and appetite for risk, together with suggestions for small adjustments that improved how their existing investments were structured.

Elsewhere, relief follows an initial meeting once an individual's finances begin to make sense and firm numbers become available to support both investment and insurance choices. Reliability and a welcoming, professional manner come through often, as does a readiness to go beyond what was expected when several financial situations arose over time. Several customers describe the service as easy to work with, and the advice on returns and cover is regularly characterised as thorough and practical. What clients seem to value most is the confidence they gain in steering their own financial direction after speaking with Daniel.