10 Reviews

Richard Mair

Whites Creek Wealth

Gold

12 Yrs Experience

Sydney, NSW 2000

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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.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Shares & Investments
Cashflow & Income
Growing Assets
Budgeting

5.00 March 2024

Richard has been my Financial Adviser for several years. He really listened to my values and financial goals to recommend strong, appropriate product options for my needs. I’ve always felt like a person and not just a customer and have received an exceptional level of support. Richard’s approach to his advice is flexible, transparent and realistic. All of these things have solidified a strong level of trust. Would highly recommend.

5.00 March 2024

I cannot speak more highly of Richard, he is a professional in all sense of the word, he truthfully cares about his customers and this comes across in his advice and recommendations. Richard goes above and beyond his role as adviser and provides always the best outcomes possible. Thank you Richard!!

4.00 January 2024

Richard is knowledgeable in providing me the advice for my retirement plan and the investment in self-fund and super. He is approachable and easy to talk to. Richard's way of communication is easy to understand. He is friendly and also someone you can rely on.

5.00 December 2023

We have been with Richard for a few years now and are very happy with his professionalism, knowledge and invaluable advice when it comes to all things insurance and superannuation. We would recommend him to anyone!

5.00 December 2023

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.

Adviser status Gold
Rating 4.90
Number of reviews 10
First year providing advice 2013
Years of experience 12
Highest qualifications
- Advanced Diploma of Financial Planning
- Diploma of Financial Planning
Language spoken
- English