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.
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’.
Privately owned wealth advisory business – not owned or controlled by a large institution or product provider
Over 10 years experience providing financial advice to successful individuals, business owners and families
We are Certified Financial Planners, the highest level of accreditation for financial planners in Australia
We charge an agreed flat dollar fee for our services
Small client numbers so we can provide the high level of service our clients deserve and need
We support our local community through volunteer days and sponsorship of local charities/events
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.