Financial Planning

Many self employed rural people neglect their personal superannuation and succession requirements until they are approaching retirement age. Planning a successful strategy for retirement, and business and management succession should be a matter of priority for any business.

A number of our clients have found that our specialist financial planner, Roland Paterson-Clark, with his strong background in superannuation issues, has been of great assistance in outlining the options available to them and helping to design an appropriate plan to meet their investment and retirement goals.

We have worked with Roland for a number of years and believe he provides comprehensive, reliable, consistent and professional financial planning and advice.

He holds his own Australian Financial Services Licence through his independently owned company, Keystone Financial Planning Pty Ltd which has been in operation since 2004.

Roland Paterson-Clark
B.Ec, M.Comm, SSA, CFP, DFP, F Fin, Dip SM, JP