Monitoring progress towards financial goals, reviewing and adjusting the financial plan as needed to account for changing circumstances, goals, and market conditions.
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"I have been extremely happy with the service provided by Rowena and the team at McGrath Insurance Services. Rowena made completion of the extensive forms very easy and comfortable despite the personal information that is required."
Sonia Whitehouse
Read more"Rowena McGrath, Alison O'Carroll and the exceptional team at McGrath Insurance Services provide high quality service and excellent standard of advice. I have complete trust and confidence that Rowena will always find the best insurance and financial structure to suit my needs, now and in the future."
Sandy Roberts
Read more"My husband and I have just recently changed to McGrath Insurance Services. To say we were impressed with Rowena during the transition process is an understatement. Rowena went above and beyond in taking care of absolutely everything."
Justin and Mandy Trivett
Read more"Rowena McGrath has been our insurance adviser for over 8 years and we have always received exceptional service and advice pertaining to our state of affairs."
