I am the sole Director of MoneyRocket.
I don't have any staff as I prefer to provide personalised service - you will only be speaking with me. However, in time it may be necessary to take on a PA - I will update here if/when that happens (current as at September 2021).
I work from home in Ocean Grove, Victoria and travel regularly to Melbourne to meet clients there. I meet with clients around Australia via Zoom or Teams. Even for those clients who are close geographically, most of our interaction is online.
Whatever you have going on, I will work with your accountant, mortgage broker, conveyancer, family lawyer etc. to make sure we are all on the same page.
My journey to financial planning is unusual - I don't come from inside the system...