• Michael Rodrigues

A coach for your money!

With over 25 years' experience as an adviser, Mortgage Choice Financial Adviser Michael Rodrigues knows that understanding the vast array of financial products is an artform and an experienced adviser can assist by ensuring financial strategies continually meet expectations, are relevant and deliver results.

AR no: 000273016
CAR no: 000464308
Financial Services Guide

Baulkham Hills
Free Appointment
Michael Rodrigues
  • Open Hours
  • Monday - Friday: 9:00am - 5:00pm
    After hours by appointment

Every successful person has a coach or mentor, from sports people to people in business. There’s no reason why you can’t have one too.

I can work with you to help realise your financial possibilities and achieve your goals sooner while making sure your lifestyle is fully protected along the way.

Professional Experience

I am a Financial Adviser. I see myself as a designer, a problem solver, the ochestral conductor who directs each area of expertise to excel and perform at their peak for the appreciative audience... You.

My priority is to listen. The expectations of my clients are foremost in the design process, my attention is focused on understanding your desired outcome. The dream home, to extend the metaphor. This dream home must meet your lifestyle requirements, providing security and comfort as you enjoy hobbies and activities that enrich your life.

Every good home needs regular maintenance. Regular review allows adjustments and continuous improvement. My goal is to exceed yours. I will make the process seamless and successful.

You are offered an ongoing professional relationship to ensure that the design of your financial home is sound and keeps pace with your ever-changing lifestyle. You benefit by making wise financial choices as I will arm you with the relevant strategies.

Professional Qualifications

  • Advanced Diploma of Financial Planning (International Institute of Technology)
  • Diploma of Financial Planning (Deakin University)
  • Professional Certificate SMSF (University of Adelaide)
  • SMSF Specialist Adviser (Self-Managed Super Fund Association)

Talk to us about:

  • Personal protection

    Nobody wants to think about insurance until they actually need it… but by then it could be too late. I will review your current insurance strategy and determine whether it is appropriate, or if you are in need of further cover.

  • Estate planning

    You already have an estate. Everyone does. You can't take it with you when you die. When that happens, you may wish to have a say in how your estate is given to the people you care most about. I can help you clarify the issues and facilitate the preparation of your personalised Estate Plan with lawyers to help ensure that the RIGHT payment, of the RIGHT amount, is paid to the RIGHT person at the RIGHT time.

  • Investment planning & wealth creation

    I will help you identify personal goals you wish to achieve and understand how much risk you are comfortable with. We'll then build a portfolio of investments that are best suited to your goals.

  • Superannuation & rollover advice

    Super may be designed for retirement, but it's your money and you have complete control over it today. I'll help you discover super strategies to make sure you're making the most of this valuable resource.

  • Retirement planning

    We all look forward to hanging up our work boots, and a quality lifestyle in retirement is possible with a bit of forward planning. Together we'll look at strategies to make sure your nest egg lasts through retirement.

  • Cashflow coaching

    Managing your cashflow is key to a successful financial plan. You'll need money to fund your goals, as well as a road map that sets out how you can build the savings you need. As your financial adviser, my goal is to help you get more from your money, and drafting a personal cashflow management plan is the first step.

"Michael Rodrigues was recommended to me recently for Financial Planning support. I find him to be very knowledgeable about his business, passionate about his work and extremely professional in his interactions with the customer. His listening and probing style helped me clearly identify expected outcomes – based on this, Michael did a fantastic job in researching various options / products and tailoring a solution that met my specific need. "

Niranjan Sundararaj - Vice President - Financial Planning
Kellyville, NSW

"I can always refer my clients to Michael Rodrigues with confidence, knowing he will afford them the highest standard of professional care. He provides my clients with realistic expectations and is able to communicate complex financial strategies in a simple manner. My task as an accountant has been made much easier as a result. Many of my clients are hugely appreciative of Michael’s efforts on their behalf. I know I am, that’s why he is my financial adviser."

Mor Lee Tan - Accountant - Financial Planning
Blacktown, NSW

"Michael Rodrigues continues to be the most trusted counsellor I have on financial matters. He is the first person I go to when in need of expert advice or guidance on financial issues.
I recommend Michael to any busy professional with the need to have first class advice and still be able to sleep at night knowing that their financial matters are in the best hands.

Norman Garcia - Head of Business Consulting - Financial Planning
Cherrybrook, NSW

"I have found Michael Rodrigues to be highly informed and able to apply his knowledge always to assist an individual in understanding options available. I highly recommend Michael and can only impress that his speed to action and his professionalism and attention to detail are beyond reproach. I am personally very happy with his services."

Julean Lipsham - HR Manager - Financial Planning
Guildford, NSW

"When it comes to financial advisers they do not come any better than Michael Rodrigues. I find him understanding, honest, efficient and reassuring and recommend him to any person I value."

Tony Girgis - Doctor - Financial Planning
Newington, NSW

"Besides being a wizard with numbers, Michael Rodrigues is a genuinely nice, friendly and approachable person, and we have no hesitation in recommending Michael as a financial adviser to anyone.

We have found him to be well versed, knowledgeable and competent and have benefited from his advice in protecting ourselves financially. Michael is our trusted and personal friend.

Bryan Lim - Lawyer - Financial Planning
Newtown, NSW

"I am very grateful for the time Michael Rodrigues spent sorting our complicated financial affairs. He always dealt with things promptly and in the utmost professional manner. I am truly lucky to find someone of his integrity, intellect and reliability in this field. I will most definitely continue to recommend Michael to my family and friends for his hard work ethic. I wish him an abundance of success and prosperity, for which he truly deserves."

Ashraf Gayed - Engineer - Financial Planning
Kogarah, NSW

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