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

Licensed by

Sentry Advice Pty Ltd

AFSL 227748

4.90
40 Reviews
5
4
3
2
1
4.90
Clear communication
4.85
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 40

Sort by

5.00

"Paul has been our financial advisor for the past year managing my superannuation, and giving us advice on retirement, pension and assets. He has provided us with regular updates on our financial status and face to face meetings via the internet to explain our investments and to answer questions we may have. Paul is very approachable and explains things clearly. His knowledge and experience is evident and we have confidence in his guidance. He responds promptly to our queries or questions."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Paul has given advice in our areas of personal investment and protection. Paul is able to clearly explain benefits and risks in a manner that is clear to both me and my husband. He is very personable and well liked."

  • Superannuation
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Paul has given us advice in areas including, self funded super funds, superannuation , portfolios, and many other products which are relative to our situation. Paul has always explained things clearly to me and has always given us advice on many questions I have asked him. Pauls knowledge and experience makes me feel very confident that the advice given was right for my needs. I always recieve Pauls full care and attention to matters when needed."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Redundancy
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Paul has given us advice across a wide range of areas, including the best way to manage and approach our Government based superannuation accounts. With Paul's assistance we have changed the way we approach our savings, investments and income protection, and have maximised our available income. Paul has always explained things is a clear, patient and understandable manner. We are very confident that the advice we have been given is sound and places us in the best position moving forward."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Paul has given us invaluable advice in areas including superannuation, insurances and growing our money. Paul is professional, concise and thorough in how he presents and explains information. His knowledge and experience are evident in the quality of advice he provides."

  • Superannuation
  • Insurance Protection
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Paul has brought our confidence back when we lost trust with our superannuation companies who were charging high insurance fees and seemed unable to keep appointments with us to sort out a plan for our finances as we come toward retirement. Paul has helped us with excellent information to save us paying so much capital gain; as well as shares; insurance; government allowances; superannuation strategies plus more. We would recommend him to anyone wanting to take control of their finances and wealth building options."

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Paul has given me advice in areas including , Defence discharge and payout, Superannuation, Investments, and Managing Debt. Paul was usually able to explain things to me in a clear way. Through Paul's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Paul's full care and attention when I needed it."

  • Retirement & Pension
  • Cashflow & Income
  • Borrowing
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Paul been able to advise me in a variety of areas including insurance, cash flow, superannuation & estate planning. Paul has eased my worries during times of crisis & always had a conservative long term view on wealth growth for my circumstance. I appreciate the advise Paul has given & look forward to a long term financial relationship with Paul."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Paul can always be trusted to provide excellent advice positive to your personal requirements. I refer all family and friends to him"

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 40

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Advanced Strategies for Self Managed Superannuation

Level
0 - Training / Exam / Other
Institution
ThreeSixty
Completed
2008

Bachelor of Commerce (Economics and Finance)

Level
7 - Bachelor Degree
Institution
Curtin University
Completed
1999

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2003

Margin Lending

Level
0 - Training / Exam / Other
Institution
ThreeSixty
Completed
2010

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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