Portfolio Management

The experts at The Rogers Group offer a portfolio management service that makes handling your investments easy! We provide the people, tools, and methods you require to effectively manage your investment portfolio.

Your portfolio manager keeps abreast of the changes in the investment market, saving you the trouble of doing the research yourself. You maintain control of your investments while eliminating unnecessary risks and delegating the everyday tasks and complex decisions to your experienced investment manager.

At The Rogers Group we design and manage portfolios with your individual requirements and objectives in mind. This means your investments are handled in the most efficient manner possible and ensures your goals are met.

Contact us today for specialist assistance with investments!

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Contact Us

Level 10 Suite 3
133 Castlereagh Street
Sydney, NSW 2000
Australia

Phone: 02 9267 7655
Fax: 02 9266 0243
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Testimonials
  • I have used The Rogers Group for financial and accounting advice over a period of 12 years, both at a personal and professional level. During this period I have found that they provide timely and courteous service at all levels of the organisation. - George M, CEO – Mining Industry

  • Thank you so much for your help in the last year – we really appreciate it and thanks for sorting out our lovely shoe box approach to accounting. Stephen, thank you as well for answering many questions and help with MYOB. We are grateful. Kind Regards - Anita & Shaun C

  • The Rogers Group has been working in conjunction with my clients and my firm for the last six years. In that time we have received nothing but excellence in service. The team at The Rogers Group led by Ms. Catriona Rogers applies a proactive approach to handling all Tax and financial matters. - Lachlan Schonfelder, MW Planning Pty Ltd

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