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Robert Gothard

 Robert Gothard

Share profile:
255 George Street Level 15
Sydney
NSW
2000
AU

Overview CONTACT THE ADVISER

Robert Gothard Robert Gothard

total Reviews

11

Experience

22yrs

Status

Platinum

Overall Adviser Rating

91

Average Customer Rating

95%

Percentage of Positive Reviews

84%
Introduction

Strive Wealth Solutions is a boutique personal advisory business.

We assist clients to achieve Personal Financial Success and Financial Independence via quality advice, strategy implementation and ongoing support and guidance.

Our Advisory Services
Helping you Create, Manage and Preserve your Personal Wealth.

It’s all about You;

• You, taking control
• You, setting your own Agenda
• You, having a Plan to Achieve Personal Financial Success

We will travel the journey with you to give you the best chance of Achieving the Personal Financial Success you desire.

Your journey starts with the first step.  When you are ready to take control, set your own agenda and Create, Manage and Protect Personal Wealth on purpose... contact us.

 

 

Any advice in this site is of a general nature only and has not been tailored to your personal circumstances. Please seek personal advice prior to acting on this information.

Roblex Donlan Pty Ltd acn 140 389 948 as trustee for Strive Family Trust abn 30 039 553 070 trading as; Strive Wealth Solutions. Authorised Representative No. 344228 – Apogee Financial Planning Limited ACN. 056 426 932, an Australian Financial Services Licensee. A member of the National Australia Group of Companies. Registered Office: 105-153 Miller Street, North Sydney NSW 2060.


Refer to our Website: www.strivewealth.com.au
Terms and Conditions: http://strivewealth.com.au/terms-conditions
Privacy Policy: http://strivewealth.com.au/wp-content/uploads/2017/12/Strive_wealth_2017-Privacy-Policy.pdf

Company:

Strive Wealth Solutions
Strive Wealth Solutions

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

National Australia Bank Limited
National Australia Bank Limited

Latest Customer Reviews (3 of 11 total)See all

"Exceptional Advisor but would like a more varied investment portfolio "

K, 65+ 17 May 2018

"Robert responds quickly and thoroughly to any queries I make. He visits us to minimize any inconvenience a particularly essential and helpful part of his service."

Daryll, 56-65 16 May 2018

"Robert has been my financial advisor for more than ten years, he see through change of circumstance in my life, he has given me advice on remodelling my financial situation, which has help me tremendously. it is always nice to have someone there to lend you a helping hand when you needed."

Irene, 56-65 10 May 2018

History & Qualifications CONTACT THE ADVISER

Awards
  • No award found
Years of experience
  • 22 years total experience

My Videos CONTACT THE ADVISER

No Video found

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Level 15
255 George Street, Sydney
NSW 2000 Australia

Office hours

Monday:   9AM to 6PM
Tuesday:   9AM to 6PM
Wednesday:   9AM to 6PM
Thursday:   9AM to 6PM
Friday:   9AM to 6PM

Other address

Suite 5
578-580 Railway Pde, Hurstvlle
NSW 2220 Australia

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 96% Average Reviews
  • 11 Total Reviews
K, 65+17 May 2018
Expand
Overall customer rating
88%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
75%

"Exceptional Advisor but would like a more varied investment portfolio "

Daryll, 56-6516 May 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Robert responds quickly and thoroughly to any queries I make. He visits us to minimize any inconvenience a particularly essential and helpful part of his service."

Irene, 56-6510 May 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Robert has been my financial advisor for more than ten years, he see through change of circumstance in my life, he has given me advice on remodelling my financial situation, which has help me tremendously. it is always nice to have someone there to lend you a helping hand when you needed."

Victor , 65+09 May 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Rob has given us confidance in our financial future by his knowledge, advice and honesty in presenting our situation "

Debra, 35-4507 May 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We have been clients of Rob for approximately 10 years. In that time, Rob has helped us in many ways such as Insurance and saving for retirement. Over this time we cannot speak highly enough of Rob and his expertise as a Financial Planner. His experience, ethics and honesty is above reproach. "

Michael, 56-6507 May 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Robert does an exceptional job at communicating everything in an easy to understand fashion . His attention to detail is outstanding . He has been a real asset to me with his guidance in all matters financial ."

David, 65+07 May 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Robert is always prompt, efficient and well prepared for our consultations. He is focussed on our unique requirements and we feel comfortable in accepting his advice which is always backed up by research and comparison."

Richard, 65+04 May 2018
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
100%

"He is very helpful"

Doreen, 65+04 May 2018
Expand
Overall customer rating
81%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
75%

"Robert has been my financial planner for about 10 years and has been totally professional and client-focused. He appears to be committed to ensuring that my financial needs are met, particularly in respect of my allocated pension fund and the advice given is in line with my risk management profile and the stage of life that I am currently at."

Kenneth, 65+03 May 2018
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
75%

"Robert is always available to talk to me whenever I pick up the phone. He follows up with information he sends about the questions I have asked him and the topics we have covered. I admire his knowledge and his work ethic. I am happy that he is handling our finances."

Robert Gothard replied:
03 May 2018

"Thank you Ken, it's a pleasure to assist you and Susie. "

Daile, 65+01 May 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I have used Robert Gothard for many years as my financial adviser and have always found him responsive to my needs. He has given me sound advice regarding my portfolio. Not being a risk taker later in life Roberts advice had provided me with a strong sense of security but at the same time giving me good returns. "

Robert Gothard replied:
01 May 2018

"Thank you Daile. It's a pleasure to assist you and a delight to see you living your exciting life adventure."

1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

Number of advisers who vouch for the integrity of this adviser

0

Top 5 Skills (as rated by customers)


#1
Building Super
STRENGTH
6
Customers

#2
Preparing For Retirement
STRENGTH
5
Customers

#2
Savings Investment
STRENGTH
5
Customers

#2
Tax Effective Strategies
STRENGTH
5
Customers

#3
Estate Planning
STRENGTH
4
Customers

#4
Centrelink Benefits
STRENGTH
3
Customers

#4
Insurance Protection
STRENGTH
3
Customers

#4
Self Managed Super Funds
STRENGTH
3
Customers

#5
Managing Debt
STRENGTH
2
Customers

x

Overall rating

91%

Robert Gothard

Company: Strive Wealth Solutions

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Robert Gothard is a member of and in what capacity, the licensee or company of Robert Gothard and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Robert Gothard (see report card scoring)

Qualifications: 100%

Compliance: 100%

Experience: 0%

Quality of Advice: 0%

Customer Satisfaction: 0%