Fixed-Fee Financial Planning for Midlife Women & Couples

Values Driven – People Centered – Financial Advice

Contact us to start your financial planning journey:

Helping You Live for Today, While Planning for Tomorrow

Financial planning isn’t just about numbers, it’s about confidence, security, and freedom. Whether you’re preparing for retirement, navigating a major life change, or simply looking for honest, independent advice, we’re here to help.

At Rosewood Financial Planning, we offer fixed-fee financial planning that’s refreshingly down-to-earth. No hidden costs, no sales pitches, just clear, tailored advice designed to help you make the most of your money and your future.

What Does Your Future Look Like?

If you’ve ever wondered:

  • Will I have enough to live on when I retire?
  • Can I afford to stop working, or do I need a new plan
  • How can I protect my family financially if something happens to me?
  • What should I do with my pensions and investments
  • How do I secure my financial future after a divorce
  • What’s the best way to support my children or ageing parents?

You’re not alone. These are real concerns, and we’re here to give you clear, practical answers.

Simple, Transparent, Independent Advice

We know financial planning can feel overwhelming. That’s why we make it simple.

  • No jargon, no unnecessary complexity – just expert guidance in plain English.
  • Fixed-fee financial planning – so you always know what you’re paying, with no surprises.
  • Independent advice – we’re not tied to any providers, so our recommendations are always in your best interest.
  • A personalised approach – your life, goals, and values shape your financial plan.

Why Choose Rosewood Financial Planning?

💡 We listen first – Your goals matter. We take the time to understand what you want from life and tailor your financial strategy accordingly.
💡 We plan for your whole future – Whether it’s retirement, inheritance planning, or protecting your family, we create a strategy that adapts as your life evolves.
💡 We focus on what’s right for you – No commissions, no pressure. Just honest, fixed-fee financial planning that puts your future first.

Ready to Take Control of Your Financial Future?

Whether you’re planning for retirement, recovering from a major life change, or simply want peace of mind about your finances, we’re here to help.

📞 Book a free, no-obligation chat today and see how our independent, fixed-fee financial planning can work for you.

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