Property

We think property is probably the most important part of your wealth management strategy. This is because it is hard to become financially secure without owning at least one property. If you can own more than one, things get even better.

We advise on all forms of property: residential homes, investment properties and commercial properties. And we don’t just advise on your own property, either. We often find ourselves showing clients the best way to help their adult kids buy homes.

We always start with your family home. We do this because the family home occupies a special place for most Australians. Our home ownership rates are amongst the highest in the world.

Residential property also occupies a special spot in Australian investment history. It is historically the highest earning asset class, with an average annual return of over 8% compounding in the 10 years to 31 December 2015, and 10.5% per annum in the 20 years to the same date (source: ASX Annual Investment Report June 2016).

Homes account for around 43% of all household wealth in Australia. And, pretty importantly, they give you a place to live as well.

And this is just family homes. When you consider the impact of investment properties as well, you find that being wealthy is really a matter of owning property.

This is why property simply must be a significant part of your financial plan. You need to decide what to buy, how much to spend, how to borrow (and how much) and how to repay the debt if you want to make property investment work for you.

Basically, your wealth starts with property and expands from there. That’s why we do, too.

Geoffrey Rogers

Financial Planner/Director

Geoff specialises in superannuation strategies, investment planning, taxation planning, retirement planning including Centrelink, personal risk insurance and business advice.

He graduated with a Bachelor of Commerce, with a major in Accounting and a Sub Major in Law in 1993. He holds a Graduate Diploma in Financial Planning, from which he gained knowledge about various financial planning strategies.

Prior to joining Camden Valley Financial Solutions in March 2004 as Accountant and Financial Planner, Geoff was employed for 16 years in Business Banking with a major bank in Sydney and also spent time at a Financial Planning/Mortgage Broking company in a senior position.

In early 2017 Camden Valley Financial Planning was created out of Camden Valley Financial Solutions to provide a dedicated branch for financial planning.

Commercially-minded and practical, Geoff is highly valued for his technical knowledge and practical approach to helping clients and is praised by clients for his ability to provide simple advice on complex matters.

He has a love of all sports and is community minded with roles on the local Chamber of Commerce.

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