Roskow Independent Advisory
Roskow is a rare creature in the financial service industry in that they are totally independent and reliant only on fee for service. In practical terms this means that Roskow is completely focussed on client outcomes and is not beholden to financial service provider commission and kickbacks.
Magnus shares that value set and this set the basis for a long term relationship.
Roskow came to Magnus seeking a partner who could advise around the long term wealth creation strategy as well as handle their compliance work. As part of Director Neil Salkow’s work he needs advice around potential tax implications of various financial transactions his clients make. As Magnus is engaged via a fixed fee arrangement, Neil can get that advice quickly and without concern of unanticipated invoices arriving at his desk.
Neil Salkow relies on Magnus as a sounding board for planning and proposed changes. This includes not only his business but also the Australian Financial Services License holding entity. Increasing growth and regulatory changes provide a complex environment that demands astute advice that can be relied on absolutely.