CFO

WE DO THINGS DIFFERENTLY

There are lots of reasons why people need financial advice.

We look at your family finances through the eyes of a parent and analyse it through the eyes of a CFO.

OUR PHILOSOPHY

At Your Family CFO we work in partnership with clients to develop and implement personalised strategic financial planning solutions, including budgeting and investment management services.

Working closely with busy professionals and families, we have a collaborative working style and listen to our clients’ needs to ensure the best outcomes for them personally. Our aim is to help clients achieve financial freedom, both now and in the future.

Client numbers are deliberately kept small to ensure that the personal attention and services promised can be delivered. Our objective is to form deep and long term relationships with our clients and their families.

We have a presence in the Melbourne CBD and on the Mornington Peninsula.

Please contact us to ‘Start The Conversation’.

our philosophy

OUR POINT OF DIFFERENCE

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OWNERSHIP

Privately owned wealth advisory business – not owned or controlled by a large institution or product provider

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EXPERIENCED

Over 10 years experience providing financial advice to successful individuals, business owners and families

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PROFESSIONAL

We are Certified Financial Planners, the highest level of accreditation for financial planners in Australia

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FEE FOR SERVICE

We charge an agreed flat dollar fee for our services

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BOUTIQUE BUSINESS

Small client numbers so we can provide the high level of service our clients deserve and need

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COMMUNITY

We support our local community through volunteer days and sponsorship of local charities/events

halina roach

HALINA ROACH

Halina Roach decided to establish Your Family CFO in 2016. After a decade working as a Senior Wealth Adviser at NAB Private Wealth, Halina felt Australian families deserved a more client-centric service offering. She has created an offering where a client’s best interest is truly at the heart of every decision, without any potential product or ownership influence.

Halina works as a strategic partner and adviser to her clients. Halina has a Bachelor of Business (Banking and Finance) and a Graduate Diploma in Financial Planning. In addition, she is a Certified Financial Planner, which is the highest financial planning professional accreditation in Australia.

On a personal note, Halina is married to Wes and they have three children – Louise, Elly and William. Halina enjoys travel, cooking and walking her border collie Ruby.

TESTIMONIALS

Featured Articles
"I have worked with Halina for nearly 10 years. Over this time Halina has supported me through short-term financial planning, while helping me identify and work towards longer-term financial objectives. Halina has provided consistently warm and responsive service, and has made an effort to understand my family context, career goals, personal ethics and values. This has allowed for tailored and meaningful financial advice."
GuyBrunswick
"Halina is an outstanding Adviser who always puts her Clients first. She has assisted me and my family group over many years and I attribute my current position to the investment and superannuation recommendations and advice Halina provided, which were designed to specifically meet my financial goals and aspirations. Halina has done my thinking for me and my family and I am very grateful for her proactive advice, insights, support and first class service"
TrevorBox Hill North
"Halina was our financial advisor helping to set up and manage our superannuation account . As a financially inept person I felt she educated and involved me in the process giving me the confidence to progressively become more involved and aware . At all times I believed she acted for our best interests to enhance the benefits for our advantage."
ShonaHawthorn
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START THE CONVERSATION
    • Your Family CFO Pty Ltd
    • Suite 2/24A Ranelagh Drive, Mt Eliza VIC 3930
    • PO Box 72, Mt Eliza VIC 3930