Rockview Finance
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Gain financial confidence, build sustainable wealth, achieve financial independence.

The Personal Finance Masterclass equips you with the behaviour, tools & investment framework that compounds over time.

Reserve My Spot → See how it works

No spam · Founding-member pricing locked in for waitlist

Troy McKenzie, Founder of Rockview Finance

Why I built this

What a career in Finance has taught me about building wealth — and what quietly erodes it.

I'm Troy McKenzie. Working in Finance gave me a front-row seat to how financial acumen — or the lack of it — shapes whether a business operates successfully, communicates clearly, executes on opportunities, and safeguards what it builds for the next generation.

What I noticed: the clients who built serious personal wealth shared one trait with the businesses that thrived — a systematic approach to decision-making that took emotion out of money.

That observation became the Masterclass. The same frameworks that turn good businesses into great ones, distilled into tools and resources every Australian can use to remove emotion from their own decisions — and put their wealth on a clear, compounding trajectory.

The Framework

The 3 Pillars of Modern Wealth.

Three interlocking systems. Skip any one and the whole thing wobbles. Get all three right and wealth becomes a side-effect, not a struggle.

01 Foundation

Establish foundational money management

Set the foundation everything else builds on — the mindset, habits and decision-making framework that separate wealth-builders from everyone else.

  • → Money mindset & behaviour
  • → Common mistakes to avoid
  • → Decision-making framework
02 Education

Optimise your personal finances

Build the literacy and structural setup that turns "doing okay" into a system that compounds — account structure, super, tax, and the levers that actually move the needle.

  • → Account & super structuring
  • → Tax-aware decisions
  • → Budget & cashflow systems
03 Strategy

Learn & compare multiple investment strategies

Explore the active and passive strategies the top investors actually use — across ASX, US ETFs, property and super — then pick the approach that fits your goals.

  • → ASX + US share strategies
  • → Property & super
  • → Active vs passive approaches

Your Path

A clear roadmap to financial freedom.

From "where do I start?" to "I'm in control" — broken into five concrete steps you can actually execute on.

1

Establish the importance of managing your personal finances effectively

Internalise why personal finance is the highest-leverage decision you'll make for the next 50 years — and why a system beats motivation, every single time.

2

Systematically structure your accounts & wealth vehicles

Set up the architecture — account types, ownership, super, and investment vehicles — so your money is positioned tax-efficiently and compounds in your favour from day one.

3

Create a personal budget designed for your lifestyle & financial goals

Build a budget that fits how you actually live and points toward where you want to go. Forecast cashflow, optimise expenses, and free up real capital to invest every month.

4

Invest with confidence & conviction

Apply the same active framework the top 1% use across shares, ETFs, property and super — and deploy capital decisively, without second-guessing yourself.

5

Measure, track & compound your wealth

Monitor net worth, asset allocation, cashflow and goals — all in one dashboard — and turn good intentions into the multi-decade compounding that quietly changes everything.

What's Inside

Everything you'll walk away with.

🎯

Your Financial Freedom number

A precise figure tailored to your goals — and a clear timeline to hit it.

💵

Budget & cashflow system

Templates and demonstration videos that turn money chaos into a predictable engine.

📈

Investment framework

The frameworks the top 1% use — across ASX, US ETFs, property, super and tax.

📊

Tracking dashboards

Wealth Tracker, Share Tracker, Real Estate & Budget dashboards. All yours.

🏠

Aussie real-estate playbook

Evaluate, buy and structure property — including negative gearing & CGT specifics.

🛡

Succession plan

Protect what you build — keep wealth working across generations, not lost to tax.

Regular price

A$549

→

Waitlist locks in

A$399

Save A$150 · founding-member rate available to waitlist only.

Honest Filter

Is this right for you?

Join if you…

✓Are an Australian who wants to take their finances seriously — starting now, not "someday"
✓Want a coherent system across shares, property, super and tax — not random tips
✓Are willing to do the work — read, calculate, decide, execute
✓Want to understand why things work, not just be told what to do

Skip it if you…

✕Are looking for a get-rich-quick scheme or "10× in 6 months" promises
✕Want someone to manage your money for you — this is education, not advice
✕Don't want to engage with concepts like compounding, tax structuring or asset allocation
✕Live outside Australia and aren't comfortable adapting AU-specific tactics

Reserve Your Spot

The life you want is on the other side of this decision.

Join the waitlist. Be first when we launch. Lock in A$399 instead of A$549.

🔒 No spam. Unsubscribe anytime. We'll only email you about the Masterclass.

FAQ

Common questions.

When does the Masterclass launch?
It's currently in development. Waitlist members will be the first to know — expect launch details over the coming months.
Is this financial advice?
No. This is general educational content only and does not constitute personal financial advice. For advice specific to your circumstances, consult a licensed financial adviser.
Will it be relevant if I'm just starting out?
Yes. The Foundations pillar is built for people who've never invested before. The Cashflow and Growth pillars then take you from beginner to confidently executing — at your own pace.
What if I'm already investing — is it too basic?
No. Existing investors typically find the most value in the structuring, tax, and active-investment frameworks. The pillars are modular — skip what you know, dive deep into what you don't.
Will it work outside Australia?
The frameworks (compounding, allocation, position sizing) are universal. The specific tactics (super, CGT, negative gearing, ASX strategy) are Australia-focused. Most useful for AU-resident investors.
What about a refund or guarantee?
When the paid Masterclass launches, it'll come with a money-back guarantee. Exact terms will be finalised before launch and shared with the waitlist first.

Stop guessing.
Start compounding.

Lock in A$399 (regular price A$549). The waitlist closes when we launch — and the founding-member rate goes with it.

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