Rocket Wealth Management
About the Business
Welcome to Rocket Wealth Management, your trusted partner in achieving your financial goals. Located at Payneham Road, Adelaide, we are a premier wealth management company dedicated to providing personalized financial advice and guidance.
At Rocket Wealth Management, we understand the importance of having faith and trust in your financial advisor. That's why we prioritize building strong relationships with our clients, ensuring that you feel comfortable and confident in our recommendations and judgements.
Our expertise lies in a wide range of financial services, including investing, budgeting, insurance, debt management, mortgage broking, buying a home, and retirement planning. Whatever your financial goals may be, we will develop a tailored plan with strategies that suit your individual needs and circumstances.
As Adelaide's top choice for financial advisors, mortgage brokers, and wealth management experts, our clients receive expert advice driven by analytical data and industry knowledge. We are not affiliated with any bank, financial institution, or product, ensuring that our focus is solely on helping you achieve your specific financial goals.
What do you want to achieve? Whether it's saving for a house, planning your retirement, optimizing your share portfolio, or getting a fresh perspective on your investment portfolio, we are here to support you every step of the way.
With Rocket Wealth Management, you can expect a high level of personalization, simplified processes, and a dedicated work ethic. Our team is committed to providing great communication and keen attention to your individual needs.
Don't just take our word for it. Here's what our clients have to say about their experience with Rocket Wealth Management:
"We are super impressed with the results we've had after working with Ben at Rocket Wealth Management. They added a level of personalization and have simplified the process of wealth management for us. The work ethic, great communication, and keen attention to what the customer needs individually set them aside from the others. The whole system has actually been a breeze to use. We'll definitely be suggesting Rocket Wealth Management to our family and friends in the future."
"We were unsure what we should do in our situation, we had a heap of questions and were unsure about what we should do. Rocket Wealth Management helped us, gave us great ideas that we hadn't thought of and now feel so much better and more relaxed and happier about our situation and where we are heading."
"I very much appreciated the personalized advice and ongoing support given by Rocket Wealth Management."
Rocket Wealth Management Pty Ltd ABN 39 615 104 151 is a Corporate Authorised Representative and is authorized through Cobalt Advisers Pty Ltd ABN 64 628 654 099, who is an Australian Financial Services Licensee 512550.
Start your journey towards financial success with Rocket Wealth Management. Contact us today to schedule a consultation and let us help you achieve your financial goals.
Photos
Location & Phone number
380 Payneham Road, Payneham, South Australia 5070, Australia
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Absolutely the best thing we have ever done is start out with Ben and his team! Over the years we really have achieved each financial goal that we set out. With amazing guidance and even that bit of initial motivation, Ben and his team educate you every step of the way. They are down to earth and we are so lucky to have advisors that not only care but get results. As someone who was very sceptical when it came to advisors and shares, it’s safe to say I’m very glad I continued on and I feel very confident in what we are doing now and into the future. A few other friends have also started out with Ben and seeing them in wonderful new homes and doing so well is further proof that if your committed and do the time then you can get the results you want. I highly recommend!"
"I reached out to Rocket Wealth as I was considering retiring but was unsure if I could afford . Michael has been fantastic, he has sorted my finances and set up a great plan for me. I am beyond happy and will be retiring tomorrow."
"I was struggling with the value of money as I work in mining and earn a good income, my finances where going no where and I was just spending as fast as I was earning with no real goals for the future. Rocket Wealth Management has put together a fantastic financial future for me to follow to help obtain early retirement and learn the value of the mighty dollar. I now have a financial goals and am looking forward to seeing my money grow. Thanks to Rocket Wealth Management."
"I reached out to Rocket Wealth Management as I had sold my house and needed to make the proceeds work for me so that I could live off of the income. For me the process that they take you through to understand you and what your goals are has been great. The long term plan that has been put together for me and the outcomes have been great, I am now living off the highest income I have ever in my life and am living a great lifestyle and don’t need to worry about money anymore. I’d highly recommend Rocket Wealth if you want to get your money and finances sorted out and to live the lifestyle you want!"
"My partner and I contacted Rocket Wealth because we had no idea about our superannuation, income protection insurance or our financial goals. We were unsure what our specific goals were before Ben helped us clarify these. After working with the team at Rocket Wealth for a number of years, we now have knowledge in all these areas and have peace of mind knowing they have it all under control and that we have put strategies in place now which will assist us in the future. Since our journey with Rocket, we have saved largely on our home loans and seen our superannuation perform well. They have also educated us on investment decisions along the way. I would highly recommend Rocket Wealth to anyone."
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