Paul Robertson

R&R Wealth Solutions Pty Ltd

Platinum
17 Yrs Experience
Cockburn Central, WA 6164

My approach to advice is designed to simplify your financial decisions, empowering you to make more informed and better choices, assisting you to avoid potential financial mistakes.

I can help you design the life you want. Utilising our Client Wealth Portal you can then seamlessly manage and track your goals & finances.

I am a CERTIFIED FINANCIAL PLANNER ® and am highly skilled at explaining the complex in simple, easy to understand terms. I possess over 15 years experience in dealing with a vast array of clients. Whether you be approaching retirement, a business owner, wanting to grow wealth, ensure your family are OK if something happens to you, help your children financially, fund their education or want to consider a SMSF, I can help.

I focus on education and encourage you to take ownership of your financial future. An objective voice and structured framework will assist you to make sound, confident & smart financial decisions.

Playing a part in the betterment of your life is a privilege & very fulfilling. Seeing the joy at reaching milestones and hearing about the difference my advice has made to your life is very rewarding.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 40
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

R&R Wealth Solutions Pty Ltd

Suite 3, 35 Tamara Dr
Cockburn Central, WA 6164

Opening hours

  • 9:00am – 4:00pm Friday
  • 9:00am – 5:00pm Monday – Thursday

Meeting methods

  • In person
    In person
  • Video call
    Video call

Licensed by

Sentry Advice Pty Ltd

AFSL 227748