Secure your financial future and live your dream lifestyle.

Mortgages. Investments. Holidays. School Fees. You work hard to make it all possible. But is your money working for you?

Read any article on health and wellness and they’ll tell you to live in the moment and focus on the now. Read any article on wealth management and they tell you to focus on the future and make sure you have a solid plan. Somewhere in the middle is the happy balance. Where you have the financial security to enjoy the everyday, with the knowledge you can do it for a long time to come.

Providing impartial recommendations and having access to over 30 different lenders, Helen Rosa listens while you explain how you want your life to be. And then, she tailors a plan to help you make it happen.

Rosa Financial Services offers the following:

Home Loans

Time to upgrade, downsize or just found your dream home. Make sure your home loan offers you the best value for money, not just the best interest rate.

Personal Loans

From consolidating personal debt, to making home improvements, personal loans provide shorter term solutions without the worry of high interest rates.

Bridging Loans

If you already have a home loan, you can use the equity you have in your property to secure this interest only loan, which is for a limited loan term.

Investment Properties

Whether you’re a first-time investor or a multi-property owner, if you’re using personal wealth or a family trust, your loan structure is a major key to your success.

Commercial Loans

Are you ready to grow your business or purchase assets? There are many commercial finance options available. Find the best one for your business.

Financial Planning

Working with a team of expert consultants can help you plan your future. Check out some of our online financial calculators and resources to get you started.

Refinancing

Do you have multiple loans that need consolidating? Or do you want a better interest rate to the one you have now? Refinancing may be the solution you need.

Reverse Mortgages

Use the equity in your home to fund the lifestyle you want to have in your retirement. If you’ve worked hard for it, you should be able to use it to your advantage.

Financial Health Checks

A financial health check looks at: Refinancing, Lower payments, Debt consolidation. Contact Rosa for your free financial health check.

Your Financial Health Checklist

1. Have you got financial security?

2. Do you know your true financial position?

3. Is your money best placed to finance the lifestyle you dream about?

It’s time to start ticking things of your ‘Must Have’ list:

• Dream house and furniture. Check.

• Investment property and/or share portfolio. Check.

• Choice of schools for the kids. Check.

• Overseas holidays you’ve always dreamed about. Check.

None of these things can happen without a sound financial plan. And one of the first places to start is by looking at your current loans, mortgages and investments and making sure they’re working for you. This is where Rosa Financial Services makes your road to financial freedom a little less bumpy. 

Know your real financial position.

Talk to Helen about a free financial health check.

Want a free Financial Health Check?

Find out how you’re really going. It takes less than a minute to fill in your contact details. I’ll get back to you in 24 hours to organise a time.