Award-winning Financial Adviser Rosie Copp takes great joy in getting to know her clients (especially multiple generations of one family), understanding their goals and passions, then working collaboratively to implement appropriate financial strategies.
Her clients know they are in empathetic and safe hands thanks to Rosie’s superb intuition – refined during her 27 years’ experience in financial services and advisory roles here and in London.
Rosie understands the importance of getting started early as much as the importance of taking care of those who are unable to help themselves.
“To me, financial advice is a lifelong critical element of your success and security; laying the foundation in your early years, reaping the rewards as you age, then taking comfort that you will have access to the best care available when you can no longer live independently.”
Rosie is also recognised as the ‘go-to’ accredited Aged Care expert on the Central Coast. Attending to her mother’s physical and financial well-being during her transition into assisted living opened her eyes to how much potential there was to make a lasting, positive impact for people through good advice informed by compassion and understanding. She is dedicated to ensuring the transition remains smooth throughout such a challenging period – not just for the client but for the whole family.
Rosie loves spending quality time with her family and friends, enjoying all that the Central Coast has to offer and exploring new places here and abroad.
- Retirement Planning
- Centrelink Assistance
- Estate Planning
- Aged Care