Roots Financial

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118 Main St
Mittagong, New South Wales 2575
+61 4 2146 9666
http://rootsfinancial.au

Roots Financial, located in Mittagong, New South Wales, specializes in providing expert financial advice to clients across Australia, focusing on areas such as superannuation, investment, insurance, SMSF, and retirement planning. With a commitment to improving financial outcomes, their experienced team offers personalized strategies to help clients navigate the complexities of financial markets and achieve their financial goals.

In addition to wealth creation and investment advice, Roots Financial emphasizes the importance of insurance, guiding clients through various personal and business insurance options to mitigate risks. The firm also promotes ethical and sustainable investing, assisting clients in making informed decisions that align with their values while acknowledging the diverse definitions of ethical investments.

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Jacqui Hunter is an experienced stockbroker based in Mittagong, New South Wales, with over 30 years in the industry. She is dedicated to offering personalized investment advice tailored to individual client needs, focusing on wealth preservation and capital growth. As an ASIC regulated Authorized Representative with Le Messurier Securities, Jacqui predominantly manages diversified portfolios consisting of blue-chip shares with high fully franked dividends, particularly suitable for self-managed superannuation funds. Her approach combines value-based investment strategies with a commitment to guiding clients through the buying and selling process of shares, regardless of the size of their transactions. Generated from the website

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