|Name||Halina Roach, CFP®|
|Company||Your Family CFO Pty Ltd|
|Address||Suite 2/24A Ranelagh Drive
Mount Eliza, VIC 3930
|Phone||0401 306 787|
|Mobile||0401 306 787|
Halina established Your Family CFO in 2016. After more than ten years working as a Senior Wealth Adviser at NAB Private Wealth, Halina felt that Australian families deserve a more client-centric service offering.
Halina works with clients to help them understand and clarify their short and long term goals and objectives. She then helps them put a plan in place to make these a reality. This may involve work with cashflow, investments, superannuation, personal insurance and/or estate planning.
At Your Family CFO a client's best interest is truly at the heart of every decision, without any potential product or ownership bias.