Portfolio Management

At Rocket Wealth Management, we help to manage your portfolio to ensure that you maximise long-term results, matching investments to objectives with the view to balancing risk against potential return.

Need help maximising return on your portfolio?

At Rocket Wealth Management, we help to manage your portfolio to ensure that you maximise long-term results, matching investments to objectives with the view to balancing risk against potential return. We help you to:

segment the portfolio into categories and tailoring the investment criteria accordingly;
prioritise portfolio based on assessments of risk and return;
assess progress via stage gates;
periodically review at a portfolio level and regular portfolio reporting;
consistent portfolio-wide approaches to benefits management.

To talk to us about how we can help you maximise your portfolio, make an appointment today.

The proper administration and management of your financial portfolio is the cornerstone of ensuring that all your investment records and transactions are accurately recorded and reconciled.

You may be a seasoned investor, and we are specialists in our field. We can help you decide where and how to invest your hard-earned money by providing you with the latest investment insights and market leading research.
Rocket Wealth Management provides you with investment and asset portfolio management advice. Our services are highly personalised, ensuring that your investment strategy takes your financial needs and personal circumstances into account, helping you to reach your financial goals.

Ready to talk? Book an appointment today.

With our experience in finance and mortgage broking, our aim is to deliver the right strategy for your circumstances, and make the process as simple as possible.

LET'S TALK

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.”

-T Logan & S Kinnard Para Hills SA

“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.”

-S Hedges Vally View SA

“I very much appreciated the personalised advice and ongoing support given by Rocket Wealth Management”

-J Dawson Mawson Lakes SA