Who we are
Clay Rogers is a fee-based financial planning advisory business. Our role is to help clients achieve lifetime goals through financial focus, prudent organisation and intelligent discipline. In personal and corporate financial planning, we believe our advice to be not only impartial but also the best possible obtainable anywhere as our professional integrity demands.
Find out more about our team.
What we do
We take a consultative, personal, one-to-one approach in order to gather as much information as we can to identify each client's precise aims and ambitions. Every aspect of our financial planning is individually tailored to meet jointly-agreed objectives both now and in the future.
Here to help
Establishing anyone's true financial needs is not always as straightforward as it might seem. We believe that free consultation is the best way to remedy this situation and our advisers would be pleased to meet you in person or, if you prefer, to discuss potential opportunities by telephone.