Lee is our resident Finance Broker at Rocket Wealth Management. He believes that the key to obtaining the best possible finance product is through careful analysis of a client’s needs, goals and long-term objectives. This results in clients being highly educated and confident in their choices to proceed with whatever purchase their heart desires.
Lee has spent a long time working in multiple service roles within the finance industry including; Relationship Management, Personal Lending, Insurance, Residential and Investment property purchases. Over this time Lee has maintained a driving focus on delivering the best customer experience not only through the initial appointment; but also providing ongoing support and regular updates during the purchase through to regular reviews long after to ensure long-term plans are still achieved.
Along with his personal experience Lee has a Diploma of Finance and Mortgage Broking, is a member of the Mortgage and Finance Association of Australia. Lee is a big believer in maintaining an active lifestyle and taking in new experiences; so when not assisting others to achieve their financial objectives he enjoys hiking, cycling, visiting SA’s world class wineries and trying new restaurants.
Our Past Clients
“We are super impressed with the results we’ve had after working with Ben at Rocket Wealth Management. They added a level of personalisation & have simplified the process of wealth management for us. The work ethic, great communication & keen attention to what the customer needs individually set them aside from the others. The whole system has actually been a breeze to use. We’ll definitely be suggesting Rocket Wealth Management to our family & friends in the future.”
“We were unsure what we should do in our situation, we had a heap of questions and were unsure about what we should do. Rocket Wealth Management helped us, gave us great ideas that he hadn’t thought of and now feel so much better and more relaxed and happier about our situation and where we are heading.”
“I very much appreciated the personalised advice and ongoing support given by Rocket Wealth Management”