Meet our advisers
Noemi Roos DipPFS, Cert II (MP), BBA
Independent Financial Adviser
I have been practising as a financial adviser since 2006. I look at money and wealth creation from a different perspective. I help you face planned and unexpected change with fresh eyes and original thinking. It’s not just about tax efficiency or accumulating and managing wealth -it’s about using your wealth to help you realise your life goals.
Whether you are setting up a business, planning your retirement, changing jobs, moving house, going through separation or passing on assets to the next generation – I can support you and advise on the best steps to take from a financial perspective.
With your goals and aspirations in mind, I create a financial action plan that provides focus and direction for your life journey. Over time, I will keep you on track and will be there when most needed.