Director, Financial Adviser - Whites Creek Wealth
My objective as your Financial Adviser is to get you to where you want to be in the most effective way. Your interests and goals are my priority, and I always want to focus on what's most important to you. I have extensive experience in wealth accumulation, protecting your family & lifestyle, and retirement planning, and will do all I can to help de-mystify the complex financial world we live in.
Richard is an exceptional adviser and person; he listens to my needs, understands my plan and his communication skills are excellent (both verbally and written). After seeing various advisers at the beginning of my retirement, Richard was the only one that listened to my needs and explained to me in simple terms the various options I had to move forward. I have full confidence in him and would recommend him to anyone that needs financial advice.
I have to state upfront that we were initially reluctant to engage with a Financial Adviser after previous experiences, but certainly glad we took the leap of faith with Richard. He has delivered on all his actions for us with the plans we selected on his advice working well for us.
We first contacted Richard 6 months before we retired and he was very helpful and clear explaining the options that we had available to us, taking into account our financial situation and the risk levels we could easily cope with going forward. He provided quite a deal of information that we were not aware of and allowed us time to review and understand the complexity of our next steps.
We continued our relationship closer to our retirement dates and Richard again was friendly, helpful and patient confirming our long term goals, putting together a strategy we were both comfortable with for the long term. There was no hard sale and he definitely took the time to ensure we understood the steps ahead making our retirement financially viable now and into the future.
On the agreement to move forward, Richard took the lead setting up the arrangements keeping us informed at all times. His communication skill level is excellent and to us the whole exercise was seamless. We have been ‘in the plan’ now for 12 months with the returns and progress exactly as we discussed.
We only have positive comments to make on Richard’s commitment, friendly nature and professional advice to us during this time and therefore have no hesitation in recommending Richard as a Financial Planner of choice, someone who listens, provides sound advice and has a deep knowledge of his business area of expertise.
I can phone or email Richard at any time, and he is 100% responsive. I do not have to wait to speak with him about issues that troubling me or causing some angst. He provides me with clarification immediately and if he does not know the answer, he will research it and provide me with the results. I fully trust Richard to advise me on the best options for my funds for both now and in the future. I have recently endured an application with Centrelink to obtain the Aged Pension (which was approved yesterday after five months' waiting) and Richard was always on hand to support me and provide advice. He fully looks after his clients and knowing that there is someone that you can trust with financial matters, and someone that 100% knows my situation is very reassuring.
Richard is very easy to understand and is very personable. He explains everything clearly and follows up of any items we raise immediately. He is always available in person, by phone or via email, he is responsive, gives options and follows through which is what we want in an adviser. We have dealt with a number of advisers in the last few years and Richard is a standout. I’ve recommended Richard to our friends.
I’ve had Richard as my Financial Adviser for around 24 months and it’s been the best move I’ve made, everything is crystal clear and nothing is a drama. And the returns speak for themselves.
- Adviser status Silver
- Number of reviews 6
- First year providing advice 2013
- Years of experience 10
- Diploma of Financial Planning
- Advanced Diploma of Financial Planning
Whites Creek Wealth27 Macquarie St
Leichhardt, NSW 2040
- In person
- Video call
Fintegrity Wealth Advisers Pty Ltd