Rod White

Biography

Rod White builds long-term, multigenerational relationships with families, supporting them beyond wealth management. As a Portfolio Manager, he focuses on designing evidence-based portfolios and providing strategic planning to help clients achieve financial security and peace of mind. His work includes advising on business or property transitions, retirement drawdown strategies, and tax-efficient wealth transfers.

Rod also emphasizes the evolving nature of retirement, viewing it as a multi-stage phase of life that balances purpose, flexibility, and fulfillment.