Hear from my customers

Thank you to my customers who have offered the following testimonials - it makes me very proud to have been able to help you all!



Michael Rodrigues was recommended to me recently for Financial Planning support. I find him to be very knowledgeable about his business, passionate about his work and extremely professional in his interactions with the customer. His listening and probing style helped me clearly identify expected outcomes – based on this, Michael did a fantastic job in researching various options / products and tailoring a solution that met my specific need.


Niranjan Sundararaj - Vice President (Financial Planning) Kellyville, NSW


I can always refer my clients to Michael Rodrigues with confidence, knowing he will afford them the highest standard of professional care. He provides my clients with realistic expectations and is able to communicate complex financial strategies in a simple manner. My task as an accountant has been made much easier as a result. Many of my clients are hugely appreciative of Michael’s efforts on their behalf. I know I am, that’s why he is my financial adviser.


Mor Lee Tan - Accountant (Financial Planning) Blacktown, NSW


Michael Rodrigues continues to be the most trusted counsellor I have on financial matters. He is the first person I go to when in need of expert advice or guidance on financial issues.
I recommend Michael to any busy professional with the need to have first class advice and still be able to sleep at night knowing that their financial matters are in the best hands.


Norman Garcia - Head of Business Consulting (Financial Planning) Cherrybrook, NSW


I have found Michael Rodrigues to be highly informed and able to apply his knowledge always to assist an individual in understanding options available. I highly recommend Michael and can only impress that his speed to action and his professionalism and attention to detail are beyond reproach. I am personally very happy with his services.


Julean Lipsham - HR Manager (Financial Planning) Guildford, NSW


When it comes to financial advisers they do not come any better than Michael Rodrigues. I find him understanding, honest, efficient and reassuring and recommend him to any person I value.


Tony Girgis - Doctor (Financial Planning) Newington, NSW


Besides being a wizard with numbers, Michael Rodrigues is a genuinely nice, friendly and approachable person, and we have no hesitation in recommending Michael as a financial adviser to anyone.

We have found him to be well versed, knowledgeable and competent and have benefited from his advice in protecting ourselves financially. Michael is our trusted and personal friend.


Bryan Lim - Lawyer (Financial Planning) Newtown, NSW


I am very grateful for the time Michael Rodrigues spent sorting our complicated financial affairs. He always dealt with things promptly and in the utmost professional manner. I am truly lucky to find someone of his integrity, intellect and reliability in this field. I will most definitely continue to recommend Michael to my family and friends for his hard work ethic. I wish him an abundance of success and prosperity, for which he truly deserves.


Ashraf Gayed - Engineer (Financial Planning) Kogarah, NSW

Contact us today.


Additional Comments? * :