Knowledge, Experience, Integrity

Financial Planning News

A resource hub for our clients.

We provide 24/7 access to many extra tools and resources to help you build on what we offer concerning your tax and other financial affairs. *

   

Latest News. 7-9 individual articles every month and all chosen for their relevance. Our website is a great place to stay informed.

Educational Videos. All are relevant, interesting, educational and interesting. Videos that are changed three times a year to ensure you and your family are able to lean about many issues related financial issues and topics.

Calculators. A good comprehensive range of calculators to help you better understand and manage your personal and family financial issues. Four of the more popular are: Pay calculator, Budget Calculator, Loan Calculator, and Superannuation Calculator

Client Portals. Portals are quite common on many sites and can be used to store your data, pay bills, log onto investment systems.

Ask us a question at any time. If you have a question on any related topic then don’t hesitate to use a form on our site to ask.

Your information is private and confidential and should be treated that way. Using Secure File transfer means your information is encrypted when sent in either direction over the Internet.

Many sites also have a message window feature that displays messages of interest or that cover topics and deadlines you should be aware of.

 

Your Financial Planner

* Not all are on every website.

 

 

Taxation rulings and documentation search

eWombat is a targeted search engine that only searches websites relevant to financial planners and accountants. A great resource to search for tax rulings, human services documents, etc.

Look up stock prices

What you need to know

The intention of this website is to provide general information only and it has been created for this purpose. In preparing the website, we have not taken into account the individual objectives or circumstances of any person. Legal, financial and other professional advice should be sought prior to applying the information contained on this website to particular circumstances. Robertson de Rooy & Associates does not guarantee the accuracy, reliability or security of the content within this site, which may change at any time without notice.