Educational Aides
Information below will assist you on how to choose a financial planner and help you with any financial questions you may have:

How to Choose a Financial Planner

Getting The Best Advice Brochure

Smarter Super

Money Well Spent

Sleep better at night brochure

You must have Adobe Acrobat Reader version 5.0 or higher installed on your PC in order to download and print the following documents and forms.  If you do not have Adobe Acrobat Reader version 5.0 or higher, you may download a copy from Adobe's web site.

or you can visit the following website below:

Moneystart  (this website is an Australian Government initiative to educate the public on money matters)

Budget Planner (this will assist you on where your money is going).

Insurance (DIY Quotation) - What is Life Insurance; What is Trauma Insurance; What is Income Protection .... this site has helpful information regarding different types of insurance. If you require further information or have any queries regarding this, please contact our office via this website or by email

Retirement Planner - (Shows you how much income you are likely to have after you retire, and what you can do now to boost your super.)

Disclaimer: The information appearing on this website (and via the links provided on this website) is for general information only and should not be taken as constituting advice. The calculators provided in this website are for illustrative purposes only and the results they give should not be taken as constituting advice. While all reasonable care has been taken in preparing the information , in providing links to relevant websites and designing the calculators, the Roan Financial Group provides no warranties and makes no representations that the information provided or linked to (including any calculation) is correct, complete or reliable, or appropriate to your circumstances. You should obtain independent advice on any specific issues concerning you. 

Roan Financial Group expressly disclaims liability for any loss howsoever caused whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly by use of this website. In addition, the provision of links to other websites should not be taken to indicate the Roan Financial Group’s endorsement of any organisation, product or service referred to, or of any material provided, on those sites.