Stefan Rose AFP®

Your Financial Solutionist

Find it difficult to worry about tomorrow, when all you can think
about is today? We help you plan your finances today, so you have
peace of mind tomorrow.

Read my Latest Report

Whatever the biggest frustration in your life is, money can play a role, and usually add to the frustration. However, it does not have to be that way. Start doing something about your finances today.

Get Your Finances Sorted Now

Hey hey fellow wealth creator,

I've set aside some time to talk to you, 1-on-1.
And during that time, I'll evaluate your your biggest
financial concerns and frustrations and
work with you collaboratively to create an
actionable plan to make sure we can
provide a solution or recommend someone
who can.

There is no charge for this and there's no catch. If
you enjoy the conversation and get value from it,
we can discuss working together long term.

And if you feel I've wasted your time in our
conversation, I'll send you something special.
Either way, you come out ahead.

Enter your details below to claim your session.

privacy We value your privacy and would never spam you

 What our Clients say

Now heading towards my 1st investment property in 12 months

Heading to retirement, I was looking for a way to pay off my home loan, and being financially secure. My son suggested I meet with Stefan. Seeking advice on such important matters was daunting and knowing who to trust was a scary prospect. After my first meeting with Stefan I have in place the plan I need to accomplish this and now heading towards my 1st investment property in 12 months.

Sharon, Hampton Park

Debt Free in 6 months, and on his way to buy a first home

For myself asking for financial help was a big thing, nobody really wants to admit that they are struggling for money or have got themselves into a bad place where they are in so much debt they can’t see a way out. Within the first 10 minutes Stefan was able to give me hope. His professionalism was extremely helpful, showing me multiple opinions and various services that could really benefit. I now have a plan to be debt free in just 6 months, and will even buy my first home in under 4 years.

Calum, Hampton Park

I have a plan in place, and my financial future looks sound...

After many years of having no financial direction in my life I discussed with my accountant what my options in creating wealth are for the future. I had lost a substantial amount of money and property in a divorce settlement which gave me great concern for my financial future. My accountant introduced me to Stefan Rose. From the first meeting I was extremely confident with Stefan, and his ability to offer me sound and logical financial advice. Stefan put my finances into perspective, analysed where I was, and where I needed to go in the future. Stefan went out of his way to develop specific plans for my individual circumstances as a non-custodial parent of three. Since engaging Stefan, I feel more confident that I have control of my finances. I have plans in place and my financial future looks sound. I would highly recommend Stefan to anyone searching to secure their financial future.

Jonathan, Bayswater North

Find out how you can be debt free

Hey hey fellow wealth creator,

I've set aside some time to talk to you, 1-on-1.
And during that time, I'll evaluate your your biggest
financial concerns and frustrations and
work with you collaboratively to create an
actionable plan to make sure we can
provide a solution or recommend someone
who can.

There is no charge for this and there's no catch. If
you enjoy the conversation and get value from it,
we can discuss working together long term.

And if you feel I've wasted your time in our
conversation, I'll send you something special.
Either way, you come out ahead.

Enter your details below to claim your session.

privacy We value your privacy and would never spam you

Stefan Rose eCover

Free Report:
5 Practical Cash Saving Strategies To Wipe $5,000 Off Your Credit Card Debt

download now

Making the World a Better Place

What results would you like with your plan?

A plan to save over $12,000 in tax over 5 years, and increase retirement savings by $190,000 See my 3 Awesome tax planning strategies
A plan to reduce minimum monthly loan repayments from $1,200/mth to $60/mth while one of them was not working. See my 5 top tips to find cash between pay-cheques
A plan to find an insurer who was willing to reduce their premiums by over $3,000 and remove the exclusion for Melanoma. See my 5 compulsory questions for negative gearing

Most common reasons clients come to see us

Would You Like Me To
Create A Tailored Plan
To Help You Reach Your
Next Goal?
Book In A Free Call

Apply For Your Strategy Session

Hey hey fellow wealth creator,

I've set aside some time to talk to you, 1-on-1.
And during that time, I'll evaluate your your biggest
financial concerns and frustrations and
work with you collaboratively to create an
actionable plan to make sure we can
provide a solution or recommend someone
who can.

There is no charge for this and there's no catch. If
you enjoy the conversation and get value from it,
we can discuss working together long term.

And if you feel I've wasted your time in our
conversation, I'll send you something special.
Either way, you come out ahead.

Enter your details below to claim your session.

We value your privacy and would never spam you