Wealth planning for families

Rose NineSamples2Rosebank Wealth Group (RWG) is an independent financial planning and investment management business. Our core expertise is in is in assisting wealthy families with the consolidated management of investments, tax planning, regulation and compliance, wealth
transfer and estate planning.

RWG addresses the financial affairs of a client much like that of a well-run business, by seriously considering governance, strategy, risk, liquidity, income, flexibility, continuity, reporting and review.

Our state of the art reporting process is integral to providing clients with a consolidated view of their investments across family members, in a range of geographic regions, investment products and asset classes.

We offer advice and earn advisory fees. We do not distribute or sell products in any shape or form.