Rocco Liuzzi - Wealth Adviser

Rocco Liuzzi - Wealth Adviser Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Rocco Liuzzi - Wealth Adviser, Financial planner, Level 2, Suite 13 240 Plenty Road, Bundoora.

Drawn to the world of finance as a teenager, Rocco has a rich background in corporate finance and brings an abundance of experience and knowledge to YWJ after 8 years in the industry.

⭐️ Client Review of the Week ⭐️The best financial advice should feel personal, clear and built around you. 💙We’re incred...
17/08/2026

⭐️ Client Review of the Week ⭐️

The best financial advice should feel personal, clear and built around you. 💙

We’re incredibly grateful for feedback like this. Taking the time to understand our clients, explain the why behind our advice and provide genuine confidence in the path ahead is what the YWJ way is all about. 🤝

Thank you for the trust, the kind words and especially for recommending YWJ to family. It means more than you know. 🙏🏼

Relationships before transactions. Advice that puts people first. Building better futures together. 📈💙

⭐ Client Review of the Week ⭐Trust isn’t built overnight.It’s earned through consistency, honest conversations and showi...
03/08/2026

⭐ Client Review of the Week ⭐

Trust isn’t built overnight.

It’s earned through consistency, honest conversations and showing up for our clients every step of the way. 💙

Knowing our clients leave feeling confident, supported and reassured is exactly why we do what we do.

Thank you for your kind words and for trusting Your Wealth Journey with your financial future. It truly means the world to us. 🙏

🤝 Relationships before transactions.
💙 Advice that puts people first.
📈 Building better financial futures, together.

03/08/2026

Every dream has a starting point. 💭

For me, that starting point was my dad. 💙

Growing up, I watched a man who worked tirelessly, put family first, kept his word, and always looked after the people around him. He taught me that success isn’t measured by what you have, but by the impact you leave on others. Those lessons have shaped not only the person I am today, but the financial adviser and business owner I’ve become. 🙏🏾

Six months into Your Wealth Journey (YWJ), those values continue to guide everything we do.🤝🏾

Not to be the biggest. Not to chase numbers.
But to create a business where people feel genuinely cared for, where relationships come before transactions, and where every client is treated like family. 🏡💙

These past six months have been everything I hoped they would be and more. Every client we’ve helped, every relationship we’ve built, every referral we’ve received, and every milestone we’ve celebrated has reinforced why this journey began in the first place.🌟

To my father, thank you for being my biggest role model and for showing me what it truly means to build something worthwhile. This journey wouldn’t exist without the example you set every single day. ❤️

To my incredible team, our clients, our families, and everyone who has supported Your Wealth Journey over these first six months… thank you. Your belief in us means more than you’ll ever know. 🙌💙

We’re only just getting started. 🚀

Here’s to continuing to change lives through financial advice, building lasting relationships, creating generational wealth, and helping Australians retire with confidence. 📈💙

Six months down. A lifetime of impact to come.

Welcome to Your Wealth Journey. ✨

⭐ Client Review of the Week ⭐Helping our clients build confidence in their financial future is what drives us every day....
27/07/2026

⭐ Client Review of the Week ⭐

Helping our clients build confidence in their financial future is what drives us every day. 💙

Knowing we’ve played a small part in helping clients stay on track towards retirement, especially in today’s changing economic environment, is incredibly rewarding. 📈

Thank you for trusting Your Wealth Journey over the past year. Your support and kind words mean the world to our team. 🙏

🤝 Relationships before transactions.
💙 Advice that puts people first.
📈 Building better financial futures, together.

⭐️ Client Review of the Week ⭐️There’s nothing more rewarding than knowing our clients leave feeling confident, informed...
20/07/2026

⭐️ Client Review of the Week ⭐️

There’s nothing more rewarding than knowing our clients leave feeling confident, informed and supported. 💙

At Your Wealth Journey(YWJ) , we believe great financial advice isn’t about making things more complicated. It’s about providing clarity, answering every question, and giving our clients confidence in the decisions they’re making. 📈

A huge thank you to our amazing clients for your trust and support. Reviews like this mean more than you’ll ever know. 🙏

🤝 Relationships before transactions.
💙 Advice that puts people first.
📈 Building better financial futures, together.

⭐ Client Spotlight ⭐Every review reminds us why we do what we do. 💙Thank you for trusting Your Wealth Journey to be part...
13/07/2026

⭐ Client Spotlight ⭐

Every review reminds us why we do what we do. 💙

Thank you for trusting Your Wealth Journey to be part of your financial future. We never take that trust for granted. 🙏

🤝 Relationships before transactions.
💙 Advice that puts people first.
📈 Building better financial futures, together.

❄️ The Snowball EffectOne of the biggest lessons I’ve learnt building Your Wealth Journey is that growth rarely comes fr...
21/06/2026

❄️ The Snowball Effect

One of the biggest lessons I’ve learnt building Your Wealth Journey is that growth rarely comes from one big decision.

It’s the result of small actions, repeated consistently over time.

📈 Better decisions.
💰 Consistent investing.
🚀 Continuous improvement.
🤝 Strong relationships.

None seem life-changing in the moment.

But momentum compounds.

What started as an idea has slowly grown into a thriving business, an incredible community of clients and supporters, and soon, a new home for YWJ.

Not because of one breakthrough moment.

But because of thousands of small steps taken every day.

The same principle applies to wealth creation.

The small contributions.
The disciplined decisions.
The commitment to the long game.

Over time, they become something far greater than the sum of their parts.

Focus on becoming 1% better each day.

Small actions today. Extraordinary results tomorrow. ❄️📊

🚀Why the Financial Advice Profession Needs Young Advisers Now More Than Ever 🚀I’m incredibly grateful to have recently f...
12/05/2026

🚀Why the Financial Advice Profession Needs Young Advisers Now More Than Ever 🚀

I’m incredibly grateful to have recently featured in an article through the FAAA Advice Academy discussing something I’m genuinely passionate about, the future of financial advice and the importance of encouraging more young professionals into our industry. 📈🎓

The financial advice profession is at a pivotal point. As advisers continue to retire and demand for quality advice continues to grow, there has never been a more important time to invest in the next generation of advisers. 🌱💼

The demographic profile of the current adviser workforce highlights the growing need for emerging professionals entering the industry. With an ageing adviser population, it’s incredibly important that we continue developing and supporting younger advisers to ensure Australians can continue accessing quality financial advice into the future. 🤝📚

Young advisers bring fresh perspectives, energy, innovation, and the ability to connect with younger Australians seeking guidance earlier in life. 🚀💡

Financial advice is far more than numbers and investments. It’s about relationships, guidance, and making a genuine impact on people’s lives. ❤️

A big thank you to the FAAA and Advice Academy for the opportunity to contribute to such an important conversation. 👏

🔗 Article: https://adviceacademy.au/why-the-financial-advice-profession-needs-young-advisers-now-more-than-ever/

🌿 The Importance of Reset, Reflect & Recharge ✨In a world that’s constantly moving 🚀, it’s easy to get caught up in the ...
23/03/2026

🌿 The Importance of Reset, Reflect & Recharge ✨

In a world that’s constantly moving 🚀, it’s easy to get caught up in the pace and forget the importance of stepping back.

This weekend, my wife and I took a short trip to Halls Gap 🏞️ to celebrate our one-year wedding anniversary 💍. This was a chance to reset, recharge, and gain a bit of perspective.

While it wasn’t exactly “restful” in the traditional sense (a solid hike up to The Pinnacle Lookout ⛰️), it was exactly what was needed. The day wrapped up with a visit to a local brewery, followed by pizza and a sunset that reminded us to slow down and take it all in. 🍻 🌅

Moments like this give you the space to reflect on the progress made and more importantly the direction ahead 🧭📆

There’s something powerful about taking time out to reset. It brings clarity, sharpens focus, and reinforces why you do what you do. 🔄

Feeling refreshed, grateful and genuinely excited for what’s ahead both personally and professionally! 💭 There’s a lot in the pipeline and I’m looking forward to sharing more soon 👀 🙌🏾

19/03/2026

This stopped me in my tracks & put things into perspective 👀

Same place. Same moment in time…
But completely different stories.

Someone’s celebrating a promotion 🎉📈
Someone’s on their first date ❤️✨
Someone just said “I love you” for the first time 💬❤️
While someone else is waiting for test results… 🏥⏳
Ending something… 💔
Holding it together… 😔🫶
Or just trying to get through the day. 🙏💭

It’s a powerful reminder that life isn’t one shared experience — it’s thousands of individual journeys happening all at once 🌍

We rarely see what’s really going on beneath the surface.

Everyone is navigating something 🧠💬
Everyone is evolving, adapting, and doing the best they can with where they’re at 📍➡️

This is also what makes financial advice so meaningful.

As advisers, we don’t just work with numbers — we work with people through real life moments.
The highs 🎉, the challenges 💔, and everything in between.

We’re there to guide, support, and bring clarity when it matters most — helping clients make confident decisions, not just in the good times, but during the uncertain ones too 🤝

It’s a responsibility I don’t take lightly.

It’s made me reflect on how important it is to lead with empathy, patience, and understanding 🤍 — because you never truly know what someone is carrying.

Be kind. Always. 🤍✨

Address

Level 2, Suite 13 240 Plenty Road
Bundoora, VIC
3083

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 3pm

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