Jarrett da Roza Financial Planning Pty Limited is a reputable financial planning firm established in 1994, offering a wide range of services to individuals, families, businesses, and trusts. Led by principal Geoffrey da Roza, a seasoned Certified Financial Planner®, the firm prides itself on providing personalized advice tailored to each client’s unique financial goals and circumstances. With nearly 30 years of experience in investment markets and trading, the firm’s philosophy revolves around trust, transparency, and professionalism.
specialising in investment classes such as ASX listed shares, managed funds, and real estate investment trusts, Jarrett da Roza Financial Planning assists clients at every stage of life, from tax planning and superannuation accumulation to retirement and aged care planning. The firm holds an Australian Financial Services Licence and operates independently, ensuring unbiased recommendations based on clients’ needs. With a focus on client satisfaction and long-term financial success, the firm offers comprehensive financial services to help individuals achieve their desired standard of living.
Committed to providing expert financial advice, Jarrett da Roza Financial Planning emphasizes regular portfolio reviews and tailored financial plans to keep clients on track towards their financial objectives. Whether clients are looking to invest, plan for retirement, or optimize their superannuation contributions, the firm’s team of skilled financial planners offers guidance and support every step of the way. By operating on a fee per service basis, the firm ensures that clients receive personalized and cost-effective financial solutions aligned with their specific needs and preferences.