Robert has been in the Financial Services industry for over 25 years. Initially as an Accountant and then as a Financial Planner. Robert holds a Bachelor of Business (Accounting), is a Certified Financial Planner and Certified Practising Accountant. Robert takes the time to listen to his clients, their needs, objectives and goals.
He enjoys creating a comprehensive plan based on investment research, that's delivered in an easy to understand way. Financial planning isn't all about money. Robert believes in educating clients about financial matters and helping them achieve the lifestyle they want to live. Robert enjoys spending time with family and friends, keeping healthy, cooking/baking bread, gardening and travelling.
He enjoys creating a comprehensive plan based on investment research, that's delivered in an easy to understand way. Financial planning isn't all about money. Robert believes in educating clients about financial matters and helping them achieve the lifestyle they want to live. Robert enjoys spending time with family and friends, keeping healthy, cooking/baking bread, gardening and travelling.
Services
We aim to protect, maintain and grow our client's wealth over time through investment strategies that are designed to make your financial goals a reality. We take a hands-on approach and will guide and advise you from the initial meeting and beyond. We will always make ourselves available to you, as our support is just a phone call away.
Managing your day-to-day finances while saving for a bigger goal can be challenging on your own, especially if you have already accumulated credit card or other debt. At My Financial Planner we help people from all walks of life to get on top of their finances with sensible, realistic strategies that aim to minimise debt and put you back on a clear path towards financial prosperity.
At My Financial Planner, we believe that investing is not speculating. To be a successful investor requires a disciplined approach and an investment strategy that's customised to your individual goals, objectives and requirements. We design investment strategies that are based on a thorough understanding of your circumstances, attitudes and objectives.
An unexpected illness, injury or worse is not something we like to contemplate, however should the unexpected strike it can be reassuring to know that you have done everything you can to protect you and your loved ones financially. At My Financial Planner we believe that insurance is the cornerstone of a sound financial plan.
Retirement means many different things to different people. For some, it could mean spending more time with family, friends or travelling. While for others, it could mean pursuing a neglected passion, starting a small business or volunteering. Regardless of what retirement looks like to you, the key to making your ideal version of retirement reality is to plan, save and invest carefully before you reach your retirement years.
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