Rouse Intelligent Financial Planning
Financial services

Financial services and products

The team at Rouse Limited has expertise in most aspects of financial planning and can offer sound advice on, and arrange, saving and investment products, pensions, mortgages, tax and trust planning, and non-investment insurance products.

What we do

We offer independent advice, which means it’s based on a whole-of-market assessment. With non-investment insurance and mortgage products we offer products from a range of insurers on the basis of a comprehensive and fair analysis of the market.
We offer mainly fee-based services, however, we don’t usually charge a fee for non-investment products as we would normally receive commission from the provider. More information can be found in the ‘Paying for our services’ section.

We’re properly qualified

All our advisers are qualified to a level that exceeds the industry minimum standards, hold their Statement of Professional Standing, and are committed to continuous learning. For more information regarding your Financial Planner’s qualifications, please go to Meet the team.

Treating you fairly

We do our best to ensure we are aware of your personal and financial circumstances and to understand your needs and attitude to risk. We work through this process together and it’s important that you give us complete and accurate information and tell us about any subsequent changes to your circumstances. The advice we give you will be based on the information you give us, so if it’s incomplete or inaccurate you might not get the most appropriate advice for your situation.

We aim to take your wealth management worries away by offering end-to-end financial services to support you. Each member of our team is committed to providing you with the best possible standard of service, having proper regard for your best interests in any advice given.

At Rouse Limited, treating you fairly is at the heart of everything we do.