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Skip to content * Home * About Us * Our Services * Resources * Client Login * Insurance Calculator * Retirement Calculator * Blog Posts * Contact Menu * Home * About Us * Our Services * Resources * Client Login * Insurance Calculator * Retirement Calculator * Blog Posts * Contact Book a Consultation * Home * About Us * Our Services * Resources * Client Login * Insurance Calculator * Retirement Calculator * Blog Posts * Contact Menu * Home * About Us * Our Services * Resources * Client Login * Insurance Calculator * Retirement Calculator * Blog Posts * Contact Book a Consultation TRANSFORMING GOALS INTO FINANCIAL REALITY GUIDING YOUR FINANCIAL JOURNEY WITH CLARITY, INSIGHT AND A TRUE PARTNERSHIP Start Your Journey ABOUT LIFE PLAN FINANCIAL ADVISORS Partnering with Life Plan means working with a small business that’s big on commitment. With over 25 years of unwavering dedication, we bring Clarity, Insight and a true Partnership to guiding our clients towards their financial aspirations. We take the time to listen, understand and create strategies that align with your goals. CLARITY IN COMPLEXITY Navigating intricate financial matters with jargon-free guidance for confident decision-making. GOAL-BASED ADVICE Crafting personalised strategies tailored to your aspirations for a secure financial future. TRANSPARENT CONVERSATION Open, honest dialogue building trust and informed choices every step of the way. PROVEN EXPERTISE Over 25 years of success, ensuring capable hands on your financial journey. Learn More OUR SERVICES With over 20 years experience, our services can help you achieve your financial goals. INSURANCE Find the right insurance to protect your income, family home, children's future or business INVESTMENTS Take the complexity out of building wealth and achieving short and long term goals with Life Plans investment strategies. RETIREMENT PLANNING Whatever your retirement goals are, Life Plan can work with you to implement a strategy to get there. SUPERANNUATION Life Plan can help you reduce super fees, optimise contributions and save on insurance premiums. View More MEET OUR PRINCIPAL ADVISOR Rodney Rose is the founder of Life Plan Financial Advisors, a financial services practice committed to helping clients live well and take care of their family. Rodney, originally from Melbourne, started his professional career in accounting. Through working with large multi-corporates and in roles that involved financial control and audit, he developed his love of helping people organize their wealth to maximise and protect their financial position for the long term. His strong attention to detail coupled with penchant for planning ahead led him to a successful career looking after his clients in Financial Planning. Rodney is married to Sophie and has three boys who have an avid interest in classical music. His sons have played the clarinet and percussion in orchestral tours internationally. Rodney and Sophie enjoy taking peaceful walks by the water near their home in the Eastern Suburbs of Sydney. WHAT OUR CUSTOMERS SAY Partnering with Life Plan means working with a small business that’s big on commitment. “Rodney helped me navigate the confusing world of insurance. He took the time to explain what I needed and why in plain, simple English.” Marcus R. "I have known Rodney Rose for approximately ten years. I have always found Rodney to be friendly, forthright, open and very knowledgable in all facets of financial advice." Andy M. "Your unwavering support led me to protect my income. When cancer struck, the insurance payout covered medical expenses, making a significant difference” Helen B. “Rodney helped me navigate the confusing world of insurance. He took the time to explain what I needed and why in plain, simple English.” Marcus R. "I have known Rodney Rose for approximately ten years. I have always found Rodney to be friendly, forthright, open and very knowledgable in all facets of financial advice." Andy M. BOOK A FREE CONSULTATION Contact us for a no obligation consultation to learn how Life Plan can help you plan your future. Book Now LATEST NEWS Stay up-to-date with the latest news and thought leadership. CAUGHT IN THE MIDDLE: HELP FOR THE SANDWICH GENERATION 21st May 2024 If you are feeling a bit like the meat in the sandwich you are not alone. The ‘sandwich generation’ is… THE ART OF REFINANCING 14th May 2024 Refinancing your home loan has the potential to save you thousands, reduce your monthly repayments and free up your finances… MARKET MOVEMENTS & REVIEW VIDEO - MAY 2024 7th May 2024 Stay up to date with what’s happened in markets and the Australian economy over the past month. As eyes turn… ENJOY THE NOW AND SECURE YOUR FUTURE 25th June 2024 Managing your financial situation always involves tension between how you live your life now and preparing for your future –… WHAT’S ALL THE NOISE ABOUT LOUD BUDGETING? 18th June 2024 Loud budgeting is a trend that may have started as a joke but is being embraced by those who want… HOW TO END THE FINANCIAL YEAR ON A HIGH NOTE 28th May 2024 As the financial year draws to a close, it’s the perfect time to review your financial affairs and set the… CAUGHT IN THE MIDDLE: HELP FOR THE SANDWICH GENERATION 21st May 2024 If you are feeling a bit like the meat in the sandwich you are not alone. The ‘sandwich generation’ is… THE ART OF REFINANCING 14th May 2024 Refinancing your home loan has the potential to save you thousands, reduce your monthly repayments and free up your finances… MARKET MOVEMENTS & REVIEW VIDEO - MAY 2024 7th May 2024 Stay up to date with what’s happened in markets and the Australian economy over the past month. As eyes turn… ENJOY THE NOW AND SECURE YOUR FUTURE 25th June 2024 Managing your financial situation always involves tension between how you live your life now and preparing for your future –… WHAT’S ALL THE NOISE ABOUT LOUD BUDGETING? 18th June 2024 Loud budgeting is a trend that may have started as a joke but is being embraced by those who want… HOW TO END THE FINANCIAL YEAR ON A HIGH NOTE 28th May 2024 As the financial year draws to a close, it’s the perfect time to review your financial affairs and set the… CAUGHT IN THE MIDDLE: HELP FOR THE SANDWICH GENERATION 21st May 2024 If you are feeling a bit like the meat in the sandwich you are not alone. The ‘sandwich generation’ is… THE ART OF REFINANCING 14th May 2024 Refinancing your home loan has the potential to save you thousands, reduce your monthly repayments and free up your finances… MARKET MOVEMENTS & REVIEW VIDEO - MAY 2024 7th May 2024 Stay up to date with what’s happened in markets and the Australian economy over the past month. As eyes turn… * 1 * 2 Read more QUICK LINKS * Home * About Us * Our Services * Resources * Client Login * Insurance Calculator * Retirement Calculator * Blog Posts * Contact Menu * Home * About Us * Our Services * Resources * Client Login * Insurance Calculator * Retirement Calculator * Blog Posts * Contact LEGALS * Financial Services Guide * Privacy Policy Menu * Financial Services Guide * Privacy Policy Book a Free Consultation STAY CONNECTED Facebook Twitter Linkedin Instagram Authorised Representative of Madison Financial Group Pty Ltd ABN 36 002 459 001 | AFSL No. 246 679 The advice on this site may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial advice, and/or tax and/or legal advice prior to acting on this information. GET IN TOUCH Name Email Message Submit OUR ADDRESS * The Waverley, 206/79-85 Oxford Street Bondi Junction NSW 2022 * PO Box 544, Bondi Junction NSW 1355 * 02 8014 2040 LEGALS * Financial Services Guide * Privacy Policy Menu * Financial Services Guide * Privacy Policy SITE PAGES * Home * About Us * Our Services * Resources * Client Login * Insurance Calculator * Retirement Calculator * Blog Posts * Contact Menu * Home * About Us * Our Services * Resources * Client Login * Insurance Calculator * Retirement Calculator * Blog Posts * Contact Facebook Twitter Linkedin Instagram Authorised Representative of Madison Financial Group Pty Ltd ABN 36 002 459 001 | AFSL No. 246 679 The advice on this site may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial advice, and/or tax and/or legal advice prior to acting on this information. WORDPRESS WEBSITE BY ADVANT