“Plan today, Secure tomorrow”
Rod Wells is the owner and adviser at Wealth Strategies. He is a CERTIFIED FINANCIAL PLANNER® professional, having entered the Financial Planning industry in 1992., while building his experience as an independent financial planner and wealth manager since 2000.
As an independent wealth management and financial planning business, Wealth Strategies has contracts with the major investment companies and life assurers. This allows for the freedom of choice when selecting appropriate financial products, which enables the best possible independent advice to our clients.
Wealth Strategies is well supported by skilled administration staff, as well as an independent compliance officer, to ensure that the business is compliant with all regulatory requirements.
What is a CERTIFIED FINANCIAL PLANNER®?
The CFP® designation is internationally recognised as the benchmark for professional advice. Holders of this designation have met stringent qualification and competency requirements as well as abide by unequivocal ethical standards. This means that not only will you have peace of mind regarding the technical accuracy of the advice, but also the integrity that underpins it.