Roots Financial
About the Business
Welcome to Roots Financial, a leading establishment located at 118 Main Street in Mittagong, Australia. As a finance and insurance agency, we are dedicated to providing our clients with the knowledge and support they need to improve their financial lives.
Understanding taxation, investment, insurance, and how to enhance your financial situation is crucial in today's ever-changing world. At Roots Financial, we strive to empower our clients by offering the right advice and guidance, which can make all the difference between failure and success.
Our institution specializes in tax-efficient strategies that can help grow your investments both inside and outside of the superannuation environment. Whether you're interested in SMSF, SMA's, Managed investments, or Direct Share Portfolios, we have the expertise to assist you in navigating the complex world of financial markets.
In these uncertain times, receiving the right advice on building wealth through investment is more important than ever. Our team at Roots Financial is here to guide you through the intricacies of personal and business insurances, including Key Man Business Overheads, income protection, and Life and Disability Insurance. With our extensive experience in managing claims and securing the best insurance contracts for our clients, we ensure that you are protected when unexpected life events occur.
Under-insurance is a significant issue in Australia, leaving individuals vulnerable in times of crisis. At Roots Financial, we help our clients understand the importance of having the right insurances in place to safeguard their future.
Ethical investing is another area of expertise at Roots Financial. We understand that ethical considerations differ for each individual, and we assist our clients in making informed choices. Whether it's investing in social media or other industries, we provide comprehensive information on different ethical areas such as social, environmental, and moral factors, as well as the metrics used to measure them.
At Roots Financial, we believe that every investor is unique, with different goals to achieve through their portfolio. Our dedicated team is committed to helping you achieve your financial objectives and improving your overall financial outcomes.
Join us at Roots Financial and let us be your trusted partner in navigating the complex world of finance and insurance. Contact us today to schedule a consultation and take the first step towards a secure and prosperous financial future.
Photos
Location & Phone number
118 Main Street, Mittagong NSW 2575, 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
"I came to George seeking some financial advice and he was extremely helpful, personable, and knowledgeable. We worked out a plan that was right for me and I am very grateful. George is a wonderful member of the highlands community and deserves anyone’s business. Would highly recommend!"
"George Root is not just knowledgeable and well experienced in all matters financial but he also takes a genuine interest and gets involved in doing the best for his clients. One of his many great strengths is his high level of communication and commitment which can be rare these days. I cannot recommend George highly enough if you would like your money to work for you!"
"I started using Root financial after a good friend recommended George to me, we had a meeting lasting an hour, in which he explained a few options for our financial outlook. My wife and I chose a balanced option, and followed some taxation advice, this was 4 months ago, and I couldn’t be happier, I can track my investment online, and my wife doesn’t need to do much (as she likes it) It’s been a great choice for us."
"Looking at my retirement and how to go about it in the best financial way was very difficult for me to navigate. Roots Financial was a very positive experience for me. George was always on time, his advice and information given was easy to understand, great communication with opportunities to ask any questions and discuss any concerns that I might have either in person, via phone or email. I know have a financial plan in place and knowing that George is overseeing my plan has given me peace of mind. I would definitely recommend Roots Financial."
"With retirement coming closer by the day it is scary knowing our nest egg is all we’ll have but we are relaxed knowing George is working very hard to look after it for us. George explains things clearly and is very straight up. We trust George and in a very complex industry we feel our funds are in safe hands and with someone who cares about getting the best returns possible. Could not be happier."
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