When investing, as in life, doing nothing is doing something. Deciding to take control of your financial and investment plans is critical in alleviating anxiety and creating happiness, and that is really doing something.
Are you are facing a life change, making a hard decision or just looking for some solid investment opportunities or advice? These things can make you feel uncomfortable and scared. But don’t second guess yourself or be afraid of making decisions. A little discomfort probably means you are making steps in the right direction.
The Robb Group Wealth Management offers compelling insights and execution on a range of services, including: investment portfolio construction, asset allocation, investment strategies and opportunities, market dynamics, Superannuation strategy, insurance and wealth management. Our mission is to provide clients, with honest, knowledgeable and customised wealth management services.
Our clients come from all walks of life, but all have a interest in making their money work efficiently for the risk they are willing to take. Clients like business owners, engineers, IT specialists and farmers who may have sold their business or just want an investment plan designed and executed to protect and grow their hard-earned money.
We like to deal with clients that are down to earth, genuine and value personal service. And we endeavour to reciprocate with these values and service. We enjoy working with people, understanding what keeps them up at night and attempting to alleviate any anxiety with thoughtful, prudent and common sense advice and strategies.
The first time we meet it will be an opportunity for you to get to know me and build a level of trust. Meeting an advisor is like meeting a new doctor for the first time, a sustained level of trust and compatibility is crucial for enduring investment performance that meets your evolving objectives.
The Robb Group uses a methodical process to ascertain the right personal investment strategy. We are neither a stockbroker nor a transactionally focused firm and believe that long term investment strategies using compounding earnings both protects and increases your capital in real terms. We invest in highly liquid and cost effective investments and are fortunate to work with great clients who sometimes have large investment portfolios to invest and often with complex needs.
We commit to quarterly reviews for each client with the aim of reaffirming their financial circumstances and goals, and perfecting or tweaking strategies. We pride ourselves in explaining potentially complicated information in simple and plain language. Our style is not to intrude or ask direct questions, however if given the opportunity to utterly understand a client, without judgment we will quietly and assuredly council with our financial advice.
But you need to take the first step, so please make contact. We look forward to working with you.
We have always found Tom's communication style to be very clear and friendly. Tom is well researched and informative about market conditions including risks and opportunities that exist. We are comfortable that our investments are in good hands with Tom. We recommend Tom for financial planning advice.
Tom's advice has been excellent. My wife and I are very comfortable trusting Tom's recommendations for our investments and superannuation. Tom is proactive. He keeps in regular contact and clearly explains the reasoning behind his advice. We have very valuable discussions with Tom. He listens to our opinions and concerns, and takes the time to fully answer all our questions. We would highly recommend Tom.
- Adviser status Silver
- Number of reviews 2
- First year providing advice 2002
- Years of experience 21
- Graduate Diploma of Financial Planning
The Robb Group Pty LtdLevel 11, 179 Elizabeth St
Sydney, NSW 2000
Stewards Capital Group Pty LtdLevel 11, 179 Elizabeth St
Sydney, NSW 2000
- 9:00am – 5:30pm Monday – Friday
- In person
- Video call
Stewards Capital Group Pty Ltd