30-36 Dickson Road,Caboolture South, QLD, 4510
The Caboolture region is one of Queenslands fastest growing areas, situated at the southern end of the Sunshine Coast, the northern reaches of Brisbanes outer suburbs as well as Bribie Island, Woodford, Kilcoy and surrounding areas. The office is conveniently located at 12B Linx Court, 30-36 Dickson Road, Caboolture South, with ample off street parking. At our office we feel a holistic approach is the best way to helping our clients achieve their goals and aspirations. We work together with our clients through a regular review process, and undertake investigative research to tailor a strategy to meet their individual needs.Request a callback Book an appointment
My passion in life is to help alleviate your concerns about your financial future. How? To provide advice on all aspects of financial planning. I do this by helping you to clearly identify your goals and I work with you to put appropriate strategies in place to achieve those goals.
I (Roland) started my previous advisory business in 1981, sold it in 2002 and started working as a salaried Planner for the big banks. This stint gave me a unique perspective on the way banks look after their clients and is a major reason for opening Infocus Financial Advice Caboolture in 2006 with wife Anne-Louise who was a financial adviser at the time also.
I have been told by you (clients) that I am able to empathise with you quickly which helps me to understand your situation while communicating complex subjects in simple to understand terms. I do have a wealth of experience which spans the boom and bust times of the 1980’s, the recession of the early 1990’s, right through including the global financial downturn in 2008 and onto the current market turmoil due to the Covid-19 Pandemic.
Roland has completed:
Roland will always go the extra mile to assist you, he explains things in terms I understand and will always follow up to make sure you are up to date with changing trends or market informormation.
Roland was referred to me by a friend and I have found Roland's advise to be straight forward and has already saved me from paying unnecessary fees that otherwise would of been lost. I would highly recommend Roland and his company to family or friends and always do
Roland assisted us with identifying and working towards our retirement goals. He listens and asks questions to ensure he fully understands our situation before offering advice. We have been clients of Roland's for over 30 years and extremely happy and thankful for his financial advice.
Roland is an absolute professional with a vast array of knowledge and business-smart ideas. Roland has always been available for advice and extends himself to accommodate his clients.
Very consistent level of professional service provided. Good market information provided on a regular bases. Very friendly and easy to talk to