ROPAN Financial Services Group

24/06/2026

Making an investment is more than just money; it is about creating your ideal lifestyle and building financial security for the future. At ROPAN we pride ourselves on getting to know you and giving you the confidence that you’ve made the right choice for your investment.

With over 25 years experience delivering effective wealth management and advisory services we understand how to speak to you in a clear and easy manner, while presenting independent, objective advice that meets your individual requirements.

When you choose ROPAN you can be assured that every member of the team is on-hand to make you feel welcome and keep you informed. We are here to make sure you are comfortable with the process and understand every step of the journey.

We are here to listen and advise. We work for you and your money – if you have any questions during our appointments, or anytime after, we’ll make ourselves readily available to answer your query.

18/06/2026

The best investment strategy is one your family can believe in together.

At ROPAN, we partner with families to align financial goals across generations, creating a long-term vision that extends beyond individual wealth. As your family office, we help turn today's decisions into tomorrow's legacy.

Because wealth is more than assets, it's a family story in the making.

15/06/2026

Now is the perfect time to review your investments, maximise super contributions, explore tax-saving opportunities, and make sure you're prepared for tax time. Small actions before June 30 could make a significant difference to your financial position.

Our latest blog outlines key strategies to consider before the end of the financial year, including super contribution caps, portfolio reviews, tax planning opportunities, and what the ATO will be focusing on this year.

Time for a portfolio review A good first step is to review your investment strategy. With recent market volatility, things may have shifted and your risk tolerance may have changed considerably. It’s also worthwhile checking your capital gains or losses […]

10/06/2026

Hello Bendigo! 👋🏼

Formally known as Results Financial Services, our team is proud to begin an exciting chapter under the ROPAN name - bringing together decades of trusted financial advice with the strength of a broader financial services network.

While the name has changed, our commitment to the Bendigo community remains exactly the same. You will work with the same dedicated team you know and trust.

We're excited to continue supporting individuals, families and businesses across Bendigo with clear, practical financial guideance designed around your goals.

Meet with Senior Financial Advisor Tim and the team to discuss how we can help you build a more meaningful future.

05/06/2026

"Very happy with the professional services and advice from Rodney and his team, people that understand your situation and vision is key to a great relationship" ~ Rob | Uprising Engineering

Managing Director & Senior Financial Advisor Rodney Gilham is sought out to strategise and advise business owners on how to maximise their personal wealth and business positions. He has helped many business owners around Australia transition from successful business careers into dignified and self funded retirement lifestyles.

01/06/2026

As we enter EOFY we want to draw your attention to Episode #12 'Ending the Financial Year Right' from our podcast Conversations on Wealth ~ published last year.

In this podcast, we welcome ROPAN advisor Nick Cullis sitting alongside ROPAN co-founder Rodney Gilham.

Rodney discusses how busy he is as a financial planner as the financial year comes to a close. As we approach June 30, it becomes a particularly hectic time for the advisors at ROPAN — but why?

We’ll explore the various tasks that ensure the best outcomes for clients at this time of year, such as contributions to super, minimizing pension penalties, managing complexities around self-managed super funds, and planning complicated property transactions that need to be executed in a specific manner.

We discuss how planners work effectively with accountants and how advancements in technology have reduced the time spent on compliance, allowing more time to provide better advice.

We ask: Is the market more sophisticated than it used to be? Do strategies now require a deeper level of planning and advice because of this?

As EOFY fast approaches, we pose the question: Do you have all the advice you need? Rodney’s passion shines through in this episode, highlighting the complexities of proper financial planning. What better time to book a consultation, explore your position, and get the right advice?

If you’d like to discuss any of these topics with further, feel free to contact Rodney, Nick and the greater ROPAN team

https://ropan.com.au/podcast/ending-the-financial-year-right/

Available on
Spotify | Apple Podcast | Google Podcast

Welcome to ‘Conversations on Wealth’ — a podcast series that explores financial complexities and modern strategies for the discerning investor. Brought to you by ROPAN Financial Services founders and advisors Jason Panozzo-Tile and Rodney Gilham, who share their cumulative years […]

28/05/2026

With recent changes to capital gains tax laws, it’s more important than ever to ensure your investment strategy is structured to maximise long-term wealth outcomes. Property remains a powerful wealth creation tool but knowing when to hold, restructure, or sell can make a significant difference to your financial position.

At ROPAN, we help clients navigate evolving market conditions and legislative changes with strategic, tailored advice designed to protect and grow wealth over time.

Our approach extends across the entire property landscape, working closely with appointed agents, banks, developers, architects, planning consultants and interior designers both on and off market. By combining strategic financial insight with access to trusted industry networks, we help minimise risk while enhancing the long-term value of our clients’ property portfolios

26/05/2026

⭐️⭐️⭐️⭐️⭐️
"I just want to thank Nick Cullis for the amazing financial support.
Nick has been an absolute pleasure to deal with and has been very helpful the whole way through.
Hands down best financial advise ever! 10/10"

Thank you Sarah for your positive feedback!

If you would like to get in touch with Nick regarding both short & long term financial goals call our Traralgon office on 5174 6755 or alternativly email [email protected] to organise an appointment

17/05/2026

Romi, Scott and Rodney are doing the bi-annual King Island run this week.

This has been a regular routine for Romi for many years and continues with some 25 plus meetings scheduled over 4 days 😅

17/05/2026

Wealth management and advisory services is more than just a one-off process, it is a life long investment into your future.

Having established a long-term connection with the local community, you can be assured your needs will always be first.

There is no 'one size fits all approach', to create individual wealth management, we take our time, understand your circumstances and then find the right path for you.

As your assets mature, you may be interested in other areas of investment. Education is a key part of our service and we're qualified to help you understand how best to make your assets work.