Business Details
22 Years
experience
Your Trusted Financial Advisers in Melbourne
Established in 2004, Michael Roach Financial Solutions has been delivering professional financial planning advice to individuals, families, and businesses across Melbourne. Our team prioritizes understanding client goals to develop tailored strategies that simplify complex financial decisions. With expertise in superannuation, retirement planning, and wealth protection, we combine personalized service with industry-leading knowledge. Our process ensures ongoing support, adapting plans to life changes and market conditions. We emphasize transparency, ethical practices, and client education to build long-term trust.Our advisers hold relevant qualifications and maintain a client-first approach to financial planning. We serve diverse age groups, from young professionals to retirees, addressing unique financial challenges. Our commitment to excellence is reflected in client testimonials highlighting exceptional service and outcomes. We operate under Akumin Financial Planning Pty Limited's Australian Financial Services Licence, ensuring regulatory compliance. Our mission remains to empower clients to achieve financial independence through expert guidance.
Services
Superannuation
Home Loans
Retirement Planning
Investments
Wealth Protection
Self Managed Superannuation
Debt Management
Estate Planning
Details
- Year established: 2004
Highlights and features
- We develop personalized financial strategies tailored to your unique circumstances
- Our team combines decades of experience with ongoing professional development
- We offer comprehensive services covering all aspects of financial planning
- We prioritize client education to ensure informed decision-making
- We provide ongoing support and plan adjustments as your life evolves
Associations and certifications
- Akumin Financial Planning Pty Limited
What people say
Exceptional service
Personalized strategies
Expert knowledge
Clear communication
Peace of mind
Services
Superannuation
We help clients optimize their superannuation strategies to ensure comfortable retirement. Our services include fund consolidation, investment strategy reviews, and SMSF assessments. We focus on maximizing tax benefits and ensuring proper beneficiary nominations.
Retirement Planning
Our retirement planning covers income projections, cashflow analysis, and lifestyle goal assessments. We create tailored strategies to ensure financial security during retirement while considering age pension eligibility and estate planning needs.
Wealth Protection
We design comprehensive insurance solutions including life cover, TPD, trauma, and income protection. Our approach ensures financial security for families while balancing premium costs with adequate coverage levels.
Investments
We guide clients through investment options tailored to their risk tolerance and financial goals. Services include portfolio diversification strategies, asset allocation advice, and regular investment performance reviews.
Estate Planning
Our estate planning services ensure proper asset distribution through wills, trusts, and beneficiary arrangements. We help clients create legally sound plans that protect their legacy and provide peace of mind.
People
Michael Roach
Consultant
With decades of experience, Michael provides expert financial guidance using his whiteboard approach to simplify complex concepts. He specializes in retirement planning and has helped numerous clients achieve financial security.
Stuart Jones
Managing Director
Stuart offers comprehensive financial solutions, particularly in mortgage refinancing and investment property structuring. His client-focused approach ensures personalized strategies that deliver measurable results for individuals and families.
Ben Smithwick
Director
Ben specializes in financial planning and mortgage broking, providing expert advice on wealth creation and protection. He focuses on simplifying financial processes while delivering tailored solutions that meet clients' long-term objectives.
Michael Di Guglielmo
Senior Adviser
Michael delivers expert financial planning advice, focusing on retirement strategies and wealth management. His approach combines technical expertise with clear communication to help clients understand complex financial concepts.
Jack Pierce
Financial Planner
Jack provides personalized financial planning services, helping clients achieve their investment and retirement goals. He emphasizes education and transparency in creating strategies that align with clients' life objectives.
Questions
What financial planning services do you offer?
We offer superannuation, retirement planning, investments, wealth protection, home loans, debt management, and estate planning services tailored to individual needs.
How can superannuation planning benefit me?
Effective superannuation planning ensures adequate retirement savings through strategic contributions, investment choices, and tax-efficient structures while minimizing fees.
Do you help with mortgage refinancing?
Yes, we analyze your current mortgage and market options to find better rates and terms that align with your financial goals.
What is SMSF and is it right for me?
SMSFs offer control over retirement savings but require compliance. We assess if this structure suits your circumstances and provide ongoing management guidance.
How do you approach investment advice?
We evaluate your risk tolerance, financial goals, and time horizon to recommend diversified investment strategies that balance growth potential with risk management.
What estate planning services do you provide?
We help create comprehensive estate plans including wills, trusts, and beneficiary arrangements to ensure proper asset distribution according to your wishes.
