Michael Roach Financial Solutions

Michael Roach Financial Solutions is a leading financial planning firm based in Melbourne, providing professional financial advice and solutions to individuals, families, and businesses since 2004. Our mission is to simplify financial planning for our clients, taking the time to understand their goals and develop tailored solutions that best fit their needs. Our team of experienced financial advisers and mortgage brokers share a genuine passion for helping clients achieve their financial aspirations.

Stuart Jones, Managing Director, Senior Financial Adviser & Mortgage Broker

Stuart has been working in the Financial Services industry for many years, joining Michael Roach Financial Solutions in 2011 and becoming a Director and owner in 2014. With significant experience in the private sector, Stuart provides advice to a wide range of clients, from individuals to listed companies and high net worth groups. He has a Bachelor of Business (Accounting), is a Chartered Accountant, and holds an Advanced Diploma of Financial Services (Financial Planning) and a Diploma of Finance and Mortgage Broking Management. Stuart specialises in Superannuation, Finance, and Mortgage Broking.

Ben Smithwick, Director, Senior Financial Adviser & Mortgage Broker

Ben has been in the Financial Services industry since 2011 and joined Michael Roach Financial Solutions in 2012, becoming a Director and owner in 2021. With experience in Banking, Mortgage Broking, Investments, Personal Insurance, Superannuation, and Retirement Planning, Ben offers comprehensive financial advice to help clients achieve their goals. He has a Bachelor of Business (Entrepreneurship), an Advanced Diploma of Financial Planning, and is a Fellow Chartered Financial Practitioner (FChFP). Ben is dedicated to providing holistic advice and mortgage broking services, ensuring clients can reach their financial objectives.

Michael Di Guglielmo, Senior Financial Adviser

Michael has been in the Financial Services industry since 2009 and brings extensive experience in Banking, Investments, Personal Insurance, Superannuation, and Retirement Planning. He takes a holistic approach to Financial Advice, focusing on helping clients achieve financial freedom. Michael has a Bachelor of Finance and an Advanced Diploma of Financial Planning. In his spare time, he enjoys exploring Melbourne's vibrant cafe and pub culture, playing golf, and spending quality time with his family.

Michael Roach, Consultant

Michael Roach co-founded the firm in 2004 with the goal of helping everyday Australians achieve their financial goals, particularly in building their superannuation and preparing for retirement. Michael remains actively involved in the business as the head of client engagement and works alongside our financial advisers to assist clients.

Our Services

*Financial Planning*: We provide personalised financial planning solutions, taking the time to understand your short-term and long-term goals and developing a tailored plan to achieve them.

*Home Loans*: Our mortgage broking services can help you find the right home loan for your situation, ensuring you secure a competitive rate and terms.

*Superannuation*: Our Superannuation specialists will assist you in consolidating your super funds, maximising your contributions, and managing your investment strategy for a comfortable retirement.

*Personal Insurance*: We can help you protect your family and your financial future with appropriate personal insurance coverage, including Life, Total and Permanent Disability, Income Protection, and Trauma Insurance.

*Accounting & Tax*: Our team can provide advice on tax-effective strategies, ensure your tax obligations are met on time, and help you maintain accurate financial records.

*Investment Planning*: Our investment experts will assess your risk profile and develop an investment strategy that suits your needs, helping you create wealth for the future.

*Retirement Planning*: We can help you visualise your retirement and develop a roadmap to achieve your desired lifestyle, ensuring you are on track to meet your financial and lifestyle goals.