Rocket Wealth Management

My husband and I initially reached out to Rocket Wealth Management so we could have experts on our team to help us optimise our finances. Michael has been fantastic at providing us advice, education and managing our finances. He has also kept us accountable and on track to meet our goals. I'm incredibly happy that we made the decision to work with the Rocket Team, and I would highly recommend them to anyone who wishes to grow their finances. Thanks so much!!

My partner and myself have been with rocket wealth management since they started and are proud in saying so.
Ben and the team have helped us immensely over the past 8 years helping us reach our goals regarding investment and retirement and recently in acquiring our dream property.
The team at Rocket wealth management are kind and thoughtful understanding and adapting to our lives and tailoring our portfolio to suit.
I have multiple friends that have joined the Rocket team and they have all reached their goals and comment saying it was one of the best decisions they have made for their family.

Unfortunately I can only give 5 stars but they deserve a 10/5!

We can not recommend them enough, please go in and see for yourself.

Regards,
A happy customer.

I have been working with Rocket Wealth for a year now and all I can say is that this team is awesome! Helping people is one of my pursuits in life and working at Rocket helps me achieve it. It makes me feel good whenever I complete the implementation or setting up of the clients' financial advice and looking at their financial position going up. Our clients' achievements are our achievements too. I am so happy and grateful to be a part of this team. Cheers to more years with Rocket!

As business owners my wife and I reached out to Ben at Rocket Wealth Management for assistance in managing our company financial goals along with personal goals and guidance. From our initial discovery session Ben and the team outlined a detailed (and tailored) financial plan to achieve these goals in a personal, easy to understand presentation. The team were pivotal in setting up good financial habits and processes that have ensured we are on track to reach our financial goals. The Rocket Wealth approach is easy to understand and thorough ensuring you have every chance to achieve your financial goals whatever they might be. Cannot recommend the Rocket Wealth team highly enough.

My partner and I contacted Rocket Wealth because we had no idea about our superannuation, income protection insurance or our financial goals. We were unsure what our specific goals were before Ben helped us clarify these.

After working with the team at Rocket Wealth for a number of years, we now have knowledge in all these areas and have peace of mind knowing they have it all under control and that we have put strategies in place now which will assist us in the future.

Since our journey with Rocket, we have saved largely on our home loans and seen our superannuation perform well. They have also educated us on investment decisions along the way.

I would highly recommend Rocket Wealth to anyone.

I have been working with Rocket Wealth Management for 6 years now to assist in future goals, investing, loans and wealth creation. Ben has been extremely helpful in explaining the sometimes confusing world of finance, and always spending more than our allotted meeting time chatting about more than just my financial life. They are always a phone call away, and make sure they organize regular catch ups, and slaps have an online app so you always know what your position is. I couldn’t recommend them more.

I reached out to Rocket Wealth Management as I had sold my house and needed to make the proceeds work for me so that I could live off of the income.

For me the process that they take you through to understand you and what your goals are has been great.

The long term plan that has been put together for me and the outcomes have been great, I am now living off the highest income I have ever in my life and am living a great lifestyle and don’t need to worry about money anymore.

I’d highly recommend Rocket Wealth if you want to get your money and finances sorted out and to live the lifestyle you want!

My husband and I went to Rocket Wealth Management to assist us with future goals, investing and understanding money. Ben and his team were exceptional in helping us out and making us feel comfortable with money. Not only this, Ben has helped some close family members who really needed his specialist help. The Rocket Team is one that really cares, listens and integrates into what you want out of life. Highly recommend their services. Thanks Rocket Team!

Ben and the Rocket Team and have been accommodating to my wife and I. From appointment one, Ben listened to our financial concerns and goals. Ben worked with us and we now have a tailored plan that is robust and one we understand thanks to Ben's mentoring (which he makes fun!). Ben always made us feel comfortable and we are confident with the support he provides us.
If you have financial goals you want to reach, go visit Ben and the Rocket Team it's a step in the right direction !

My husband and I went to Rocket Wealth after having pretty average experiences elsewhere which all really ended with advice to; 'invest in and aggregate your superannuation' and 'get better life insurance'. Ben from Rocket Wealth worked to help us realise our needs and wants, understood our financial literacy and habits and then developed a solid plan with us. This is literally the first time I've ever felt confident about my financial future. I know when I will retire and what my retirement looks like financially. I'm only in my 30's and have full confidence in my plan, I don't think you're ever too young to think about this. Rocket Wealth has been instrumental in planning and executing this for us; from helping us set up different bank accounts and automatic transfers, to investing on stock markets - I feel totally supported and confident with our unique plan. Also, they are really lovely people which makes it even better. I would definitely recommend Rocket Wealth to anyone considering them. Get on board!

Absolutely the best thing we have ever done is start out with Ben and his team! Over the years we really have achieved each financial goal that we set out. With amazing guidance and even that bit of initial motivation, Ben and his team educate you every step of the way. They are down to earth and we are so lucky to have advisors that not only care but get results. As someone who was very sceptical when it came to advisors and shares, it’s safe to say I’m very glad I continued on and I feel very confident in what we are doing now and into the future. A few other friends have also started out with Ben and seeing them in wonderful new homes and doing so well is further proof that if your committed and do the time then you can get the results you want. I highly recommend!

The team at Rocket wealth have been fantastic. They have taken the time to get to know me and my family and made us feel welcome. Ben has always been contactable, friendly and professional and would recommend Rocket wealth management to anyone who wants to achieve their financial goals!!

I was struggling with the value of money as I work in mining and earn a good income, my finances where going no where and I was just spending as fast as I was earning with no real goals for the future. Rocket Wealth Management has put together a fantastic financial future for me to follow to help obtain early retirement and learn the value of the mighty dollar.
I now have a financial goals and am looking forward to seeing my money grow. Thanks to Rocket Wealth Management.

I met Ben 7 years ago at a social function and we immediately connected. He had some great ideas and solid principles that resonated with me and I have been with Rocket ever since. I didn't have the time or the expertise to make the most of my savings or wealth and Ben absolutely does and its honestly been a life changing decision.

I went to rocket wealth after having a conversation with a friend who had been with the team for a few years, from our first meeting it was evident that the team really care and will do everything in their power to help achieve my financial goals. I really love the apps that track my finances and how simple the whole process has been to set up. Highly recommend reaching out the to the rocket team!

I reached out to Rocket Wealth as I was considering retiring but was unsure if I could afford . Michael has been fantastic, he has sorted my finances and set up a great plan for me. I am beyond happy and will be retiring tomorrow.

Ben and the team at Rocket Wealth have been a refreshing and positive financial experience, which is hard to come by these days. They have worked with us to identify goals and structure a way to meet those goals through a realistic and rewarding pathway. I would absolutely recommend them to anyone who wants to flip their views on finance around and reap the rewards of engaging with a highly professional team.

My partner and I were living the simple way of just saving money in the bank without understanding what to do with it. Rocket wealth helped us understand a way to break our income down and invest it in a a way that would benefit us for the years to come. The help they have given us thus far has set my partner and I up in a good stead for the future!

My husband and I have been seeing Ben for the better part of 2020. Ben is incredibly personable and a wealth of knowledge. He has educated us on our finances and shown us potential to achieve our goals. The team at Rocket Wealth have been helpful to us when Ben has been unable to answer the phone, in particular his assistant Jovvy who has a great phone manner and answered the questions we had in prompt time. We would recommend Ben and the team at Rocket Wealth to our family and friends.

Im at a point in my life where I have extra money I don't really know what to do with, and feel like it's being underutilised.
Rocket helped me set up a lifelong financial plan to take me through to retirement and beyond. This not only included an investment portfolio with a spread tailored to my goals while minimising tax, but helped educate me about some of the pitfalls I probably would have fallen into had I tried to set things up myself.
Very helpful, friendly, and feel good about being on the right path!