Local Superannuation Fund, Annuity & Rollover Consultants in Tamworth NSW

We have operated with our own unrestricted licence for nearly 30 years. Our sole objective is to provide our clients with a professional service they can trust. Our practice is owned by its principal, Geoffrey da Roza, and is part of a long family heritage in investment markets and trading, going back many generations. Geoffrey da Roza is a Certified Financial Planner practitioner.

We assist you to identify your goals, and by gaining an understanding of you, your situation and business circumstances, we can conceive unique responses for difficult issues using the specialised knowledge, experience skills and resources that we have developed.