Roots Financial

I am very happy with the assistance and advice that George Root has provided to me. He has been very open, honest and he took the time to explain everything in detail so I was not left wondering during any stage of the changeover of my funds. I would recommend him highly.

George has been amazing he has helped us with everything we have asked and more. Very pleasant and easy to talk to would highly recommend him.

What George offers is a unique hybrid of astute practical financial insight and advice based on your personal situation, combined with a deep humanity and intuitive understanding that for many people money is a complex psychological and emotional minefield - something he navigates with the skill of a psychologist. I was quite trepidatious about seeing a financial advisor, having a long held view that me and financial planning/knowledge aren't exactly the most compatible couple - My experience with George radically shifted that view. Thanks George.

I initially met George shortly after moving to Australia (2013) and we've worked together ever since. He has been incredibly helpful and resourceful in handling my future financial plans from insurance, superannuation and retirement.

He has gone above an beyond to deliver both great service and good outcomes on multiple occasions. I truly value and appreciate his work and effort done to date.

I don't know where I would be without his guidance and assistance especially over the last 5/6 years.

George Root is a rare mix - specialist awareness of financial services matched with personal awareness of what people need; like clear communication and explanation. Highly recommended.

George is meticulous in explaining his recommendations so we always feel confident when making financial decisions.

George is extremely insightful and full of knowledge. He helped unravel the complexities of our financial situation with so much care and wisdom that I feel ready to make plans for the future I want.

Right from our initial meeting, it was obvious that George possesses not only an impressive depth of knowledge in financial planning but also a genuine dedication to the financial well-being of his clients. His unwavering commitment to tailoring solutions to my individual needs has been impressive and something I am extremely grateful for. Thanks George!

George Root is not just knowledgeable and well experienced in all matters financial but he also takes a genuine interest and gets involved in doing the best for his clients. One of his many great strengths is his high level of communication and commitment which can be rare these days.

I cannot recommend George highly enough if you would like your money to work for you!

I came to George seeking some financial advice and he was extremely helpful, personable, and knowledgeable. We worked out a plan that was right for me and I am very grateful. George is a wonderful member of the highlands community and deserves anyone’s business. Would highly recommend!

Looking at my retirement and how to go about it in the best financial way was very difficult for me to navigate. Roots Financial was a very positive experience for me. George was always on time, his advice and information given was easy to understand, great communication with opportunities to ask any questions and discuss any concerns that I might have either in person, via phone or email. I know have a financial plan in place and knowing that George is overseeing my plan has given me peace of mind. I would definitely recommend Roots Financial.

I started using Root financial after a good friend recommended George to me, we had a meeting lasting an hour, in which he explained a few options for our financial outlook. My wife and I chose a balanced option, and followed some taxation advice, this was 4 months ago, and I couldn’t be happier, I can track my investment online, and my wife doesn’t need to do much (as she likes it) It’s been a great choice for us.

With retirement coming closer by the day it is scary knowing our nest egg is all we’ll have but we are relaxed knowing George is working very hard to look after it for us. George explains things clearly and is very straight up. We trust George and in a very complex industry we feel our funds are in safe hands and with someone who cares about getting the best returns possible. Could not be happier.

We met with George in the 5 year lead up to retirement. He recommended some structural changes to our portfolio to benefit us in the longer term and facilitated these changes. We would definitely recommend George, he is thorough, explains things well and has our best interests in mind.

Good guy, easy to deal with. Built me a financial plan utilising my supa more effectively.

Highly recommend George from Roots Financial. George is very professional and handles everything with ease.

From the very first phone call George has been exactly what we were looking for in an advisor, highly recommend.

I found George to be super professional. He makes it easy for us to understand. I would highly recommend George to anyone. Thanks George

George has been an absolute pleasure to deal with. We couldn’t be happier with his professionalism and prompt response to everything.

Very good company to deal with, happy to listen then come up with achievable outcomes and future goals