I've had close to 20 years of professional experience in a broad variety of industries, as well as 20 years in Financial Services.
I became an adviser because I could see how great investing from your mid 30’s could enhance your long term financial position. My mid-life career preference was to help people build their wealth to become independent of government support in retirement.
As an adviser over the years, I have nurtured many clients from a position of underfunded pre-retiree stage to a successful and comfortable retirement.
Although my clients came from all walks of life, they took on board my advice and could see and appreciate that their situation was improving. Many have gone on to have a wonderful and comfortable retirement than they believed they could have.
I get great satisfaction from solving their financial issues and assisting them to build their wealth. Sometimes even at the first meeting the answer can appear quite obvious to me, but the client then needs some education on legislation and how to best extract good results from their efforts to manage their money.
Some of my long standing clients become friends rather than clients since discussing and improving their finances can be a bonding experience.
I think of good investing like good surfing, catch the best waves you can find, from the best spots, avoid the dumpers and recognise when to get out of the water.
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When we took the decision to retire, we started looking at our options. The big problem was how to finance our retirement. We attended a small seminar on downsizing run by a local real estate agent and it was there that we were introduced to Robert.
Robert assured us that our idea of downsizing by selling up and buying elsewhere was quite achievable and that he could provide an income stream that would see us comfortably well off for decades. We were a little sceptical at first – BUT, financially and otherwise, it has worked out splendidly for us.
We believe it is well worthwhile to take some time with Robert as he is very likely to come up with a solution that takes away the financial nightmare of retirement.
Peter Dickeson and Kerry. Downsizers 2017. (Fully retired 2017)
Since 2008 Robert’s expertise has improved my financial position dramatically.
His analytical skills and understanding of the investment markets and options available for me have impressed me and been to my definite benefit.
Mrs. Shayne O’Connor – Transition to Retirement Client. – Since 2008. (Fully retired 2016)
I was introduced to Rob through my corporate Superfund and have used his personal and tailored advice to manage an effective Transition to Retirement strategy over the past 5 years.
Throughout this period Rob has been proactive and accurately plotted the recovery strategy after the GFC, to build my retirement funds to a level where I am now comfortable to take full retirement, on schedule as planned.
Despite the fact that I am in W.A., I have found using Rob a great benefit and we communicate by phone or email on an as-needed basis. I now consider Rob more than a service provider, but also a friend who understands finance and investments well enough to look after my interests to my complete satisfaction.
John Tyson – Retired Senior Sales Engineer (Perth W.A.) – client since 2007 (Fully retired 2013)