About Us

• Advanced Diploma of Financial Services
• Advanced Diploma of Business (Accounting)
• Diploma of Mortgage Broking
• Justice of the Peace
• Member of the Financial Planning Association

Rodney Crouch has over 28 years experience in the financial industry, starting with a long career in banking and then making the move to running his own business in financial planning.

Rodney is committed to understanding your unique situation and customise the assistance we provide to suit your requirements.

Rodney has many interests that include the annual Variety Bash, golf, tennis, triathlons, 4 wheel driving, water-skiing and being with his family.

"My vision is to create a long lasting relationship with my clients, to enhance and protect their lifestyle through out life's journey"
Rodney Crouch

Michael has been working as a Financial Planner for over 20 years but, boasts more than 30 years' experience in the financial services industry and worked as a Financial Planner for the Commonwealth Bank for over 20 years.

Michael's areas of expertise include retirement planning, aged care, Centrelink strategies, superannuation, account-based pensions, annuities, managed funds, personal risk insurance, and income protection.

One of Michael's greatest strength is the down to earth simple language he uses in discussions with his clients and the ongoing relationship he builds and maintains. He loves helping people, families and businesses create sound, comprehensive strategies that enhance and secure their future.

Outside of working with his clients, Michael loves to unwind Surfing the many beautiful beaches of the SouthCoast, Michael also enjoys fishing with his family and staying fit so he can keep up with his three children.