Life Plan Financial Advisors

Financial Advisers & Mortgage Brokers in Bondi Junction, New South Wales

4.9 (12)

CategoryFinancial Advisers & Mortgage Brokers Β· Financial consultant
AddressSte 206/79/85 Oxford St, Bondi Junction NSW 2022
AreaBondi Junction, New South Wales
Phone(02) 8014 2040
Websitelife-plan.com.au β†—
Google rating 4.9 (12)

Opening hours

Friday9 am–6 pm
SaturdayClosed

About Life Plan Financial Advisors

Life Plan Financial Advisors leverages expertise from both the financial planning and accounting worlds. Their advisor is a member of the Financial Advice Association of Australia (FAAA) and CPA Australia, demonstrating a commitment to professional qualifications. This dual background positions them to provide well-rounded financial guidance.

Life Plan Financial Advisors is one of the financial advisers & mortgage brokers listed in Bondi Junction, New South Wales. The business is registered at Ste 206/79/85 Oxford St, Bondi Junction NSW 2022; use this page to check its opening hours, phone number and Google rating before you make the trip. Besides its main category, the business also describes itself as financial consultant, so it may cover more than the name suggests.

Service businesses like this one usually respond fastest by phone or text. Be specific about location, the scope of work and any deadline, and keep a record of what was agreed. Prices for home services vary a lot between suburbs, so getting two or three quotes is normal. Professional firms generally work from fixed fee schedules.

Opening hours are published for 1 day a week. The most common schedule is 9 am–6 pm. It is closed on Saturday. Hours in Australia do change around public holidays and long weekends, so a quick call before a special trip is sensible. You can reach Life Plan Financial Advisors on (02) 8014 2040; calling is usually the quickest way to ask about availability, prices or directions. Its website is life-plan.com.au, where you may find menus, price lists or booking options.

On Google it holds a rating of 4.9 out of 5 from 12 reviews, which is a strong result for a financial adviser in Bondi Junction and suggests consistent service.

Bondi Junction is in New South Wales, on Australia's east coast, where summers are warm and humid, winters are mild and businesses keep to standard hours year-round with the usual public-holiday changes. Getting around Bondi Junction is easiest by car; street parking is metered in busy centres, and most suburban shops have their own car park. Public transport and ride-share apps such as Uber and DiDi operate across New South Wales's larger cities.

Looking for alternatives? Browse all financial advisers & mortgage brokers in Bondi Junction or explore other categories in the area from the links below. Details on this page come from public sources and may change; confirm anything important by phone before relying on it. Business owners can claim the listing to keep it up to date.

Is this your business? Claim this listing to update details, add photos and get a verified badge. Want more customers? Feature it at the top of financial advisers & mortgage brokers in Bondi Junction.

Latest Google reviews

The 5 most recent reviews shown on Google Maps. Reviews belong to their authors; read all of them on Google.

Marion Lloyd a year ago

Rodney has been advising me on my financial affairs for nearly twenty years surviving the world financial crisis, Covid and my long term chronic health issues. Rodney has a warm, compassionate, understanding, fun personality. He has always been obliging, helpful, respectful to one uninformed in financial affairs I respect his intellect, his wide ranging knowledge on the economy which is reflected in his astute arrangement of my superannuation and other investments to keep me solvent over the long term I trust him implicitly and highly recommend him

Ross Cordukes a year ago

Rodney has been my financial advisor for over 25 years, having guided me through establishment of my financial portfolio and through into retirement. His advice has been practical, understandable and accurate. He is very personable making it easy to deal with him and talk beyond pure financial issues. I recommend him highly as a financial advisor and guide, for anyone looking to get the most from their financial lifecycle.

Gary Stavrou a year ago

For over ten years Rodney Rose has been invaluable in managing our post-retirement finances. He is constantly and diligently looking out for our best interests by tailoring strategies to suit our personal life goals.

Jo Dumergue a year ago

I have been very pleased to have Rodney Rose looking after my financial affairs for the past 10 years. His initial advice gave me the courage & understanding of my financial situation which in turn enabled me to take the plunge & retire with confidence. Rodney spend 5 (or more) hours with me at our first meeting to learn whether I took on a risk or whether I was quite conservative when it came to my money. He has always been available to take my calls; we schedule annual face to face meetings to keep things going smoothly. I can recommend Rodney Rose with great confidence.

Tony Cavanagh a year ago

Rodney has been advising me and managing my future financial needs for many years. His knowledge and professionalism is unsurpassed. I would recommend him to anyone who requires sound advice for a secure financial future.

All reviews on Google β†—

Frequently asked questions

Where is Life Plan Financial Advisors located?

Life Plan Financial Advisors is at Ste 206/79/85 Oxford St, Bondi Junction NSW 2022, in Bondi Junction, New South Wales. Use the β€œOpen in Google Maps” button on this page for directions.

What kind of business is Life Plan Financial Advisors?

Life Plan Financial Advisors is listed as a financial adviser and is also tagged on Google as financial consultant.

What are the opening hours of Life Plan Financial Advisors?

Published hours are Friday: 9 am–6 pm; Saturday: Closed. It is closed on Saturday. Hours can change on public holidays, so call before a special trip.

What is the phone number of Life Plan Financial Advisors?

You can call Life Plan Financial Advisors on (02) 8014 2040.

How is Life Plan Financial Advisors rated on Google?

Life Plan Financial Advisors has a Google rating of 4.9 out of 5 from 12 reviews.

Does Life Plan Financial Advisors have a website?

Yes, the website of Life Plan Financial Advisors is life-plan.com.au (linked on this page).

Are there other financial advisers & mortgage brokers near Life Plan Financial Advisors?

Yes. Bondi Junction also has Designer Financial Services, Grace Insurance Sydney, Best Interest Financial Planning Pty Ltd among others; see the full list of financial advisers & mortgage brokers in Bondi Junction at the bottom of this page.

More financial advisers & mortgage brokers in Bondi Junction

All financial advisers & mortgage brokers in Bondi Junction β†’

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5.0 (2)

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