Contact Rounded Wealth Advisory
We ensure an ongoing advice service with benchmarks and targets to aim at and keep you on track. All our clients and partners will be able to view their portfolios, invesments and personal insurances under a new industry leading e-wallet for ongoing management.
What Clients Say
I have been very happy with the services of Finlay at Rounded Wealth Advisory. Finlay has assisted me with expert advice in relation to my share portfolio. He has the latest knowledge and has been extremely helpful. I am impressed by the care and compassion that Finlay shows towards his clients. Finlay will always get back to me and is always available to talk. I am so impressed by his service and would recommend Rounded Wealth Advisory to anyone. Very happy customer!
Finlay is the ultimate professional in his role as a financial planner. I have known Finlay for over 10 years now and we have worked together since then. I have found Finlay to really care about his clients, some of whom we have in common and I always get great feedback about him as someone who cares and goes over and beyond. I highly recommend Finlays services. Certainly worth having a conversation with him!
Finlay is excellent, and very patient to gave me the advice.. I am very happy with him as my Finance Advisor.
Finlay is an absolute professional. Highly responsive, very honest and reliable gentleman. We are very happy with the level of service from Rounded Wealth.
State Managers​
