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Sphere of trusted advisors, solving problems together.

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Windsurfing Team

Let’s identify your priorities, passions and pain points, and allow your resources to work in synergy.

There are many scenarios where we work in tandem with Accountants, Solicitors and Financial Planners to formalise a solution.


Many of our clients have a team of trusted advisors around them to aid in their decision-making process. Thereʼs a lot to be said for having a team of experts who can add value to both sides of your balance sheet.


We use this cohesive approach so that you can benefit from holistic advice regarding your borrowing capacity, capitalise on any goverment incentives you may be entitled to, and devise the most tax effective structure aligned to your set of circumstances.


By connecting us to your advisory team, we can expedite your funding process by providing the lender a clear and concise picture of your statement of position.


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    Rockbanqe Private Wealth Pty Ltd  is an authorised credit representative (486246) of Port Group Pty Ltd.  Australian Credit Licence 389460

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    Disclaimers:

    Information on this site does not constitute as legal or professional advice and should not be relied upon in place of appropriate professional advice. This guide has been written for general informational purposes only, and is not intended to provide, and should not be relied on for, financial, tax, legal or accounting advice.

    We encourage you to consult your own tax, legal and accounting advisers before engaging in any transaction.

     

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    COPYRIGHT (C) 2022 ROCKBANQE PRIVATE WEALTH

    ABN 40 517 214 267

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    Rockbanqe acknowledges the Tradtional owners of the lands across Australia as the continuing custodians of Country and Culture. We pay our respect to First Nations peoples and their Elders, past and present. 

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