Your Family CFO is a privately owned wealth advisory business in Australia, founded by Halina Roach in 2016. With over a decade of experience in providing financial advice to successful individuals, business owners, and families, Your Family CFO offers personalised strategic financial planning solutions. They analyze family finances through the lens of a parent and the expertise of a CFO, aiming to help clients achieve financial freedom both now and in the future.
At Your Family CFO, the focus is on forming deep and long-term relationships with clients and their families. By keeping client numbers small, they ensure personalized attention and high-quality services. Certified Financial Planners work closely with busy professionals and families to develop tailored budgeting and investment management services. The business operates with a client-centric approach, where the best interests of the clients are prioritized in every decision.
Halina Roach, the founder of Your Family CFO, brings a wealth of expertise to the business as a strategic partner and adviser. With qualifications in Banking and Finance, as well as being a Certified Financial Planner, Halina’s commitment to providing a client-focused service is evident. The business also actively supports the local community through volunteer days and sponsorship of local charities and events, reflecting their dedication to making a positive impact beyond financial advisory services.