Rob has been looking after our finances for over 5 years now. He has a vast knowledge of the financial sector and always finds the best possible solution that suits our current and prospect financial plans and situations. Rob is always timely with his advice and we could not recommend him more highly to others looking for an adviser.
Rob came across as very enthusiastic, professional, and helpful. Rob is very unique with the old "traditional, down to earth, willing to help" attitude. Nothing was a problem for him. Kindness, patience, and outstanding listening skills are Rob's benchmarks. Anyone who comes across Rob is going to be very satisfied with his assistance. - Jacob Rosolowski
Since my first encounter with Rob, he is always smiling, warm and welcoming. Coming from a foreign country, he ‘held my hand’ and assist me with setting up my finances. He always return my calls and email with such a positive attitude and quick responses. I know things will get done when I go through Rob. Rob has helped me with managing my finances with such ease. I know I can sleep easy knowing he has my back. He tailored to my goals and financial needs, being very active involved with my finances in the background while I continue with living life here in Melbourne. With no finances background, Rob was very patient with teaching me the importance of setting up my investments and insurances. He research extensively on the products he believe will tailor to my needs and respect my choices. He accommodates to my office hours and even worked overtime to make time to meet and discuss our next financial move. Over the last couple of years working alongside with Rob, I have managed to save up enough money to buy my first home (20% down), have a Covid wedding and a peace of mind that my finances are well taken off if anything were to happen to me (touch wood). Rob provides an excellent service and is knowledgeable in his field. I highly recommend him.
Rob assisted a friend of mine; John who I was supporting through his Superannuation and Insurance consolidation. John has been a client of Rob and Adrian's for a number of years, he has barriers to understanding the complexities of his Super and Insurance. Rob was at all times empathetic, patient and above all else, extremely ethical with his dealings with John. I was very cautious at the outset as John could easily be exploited in this situation but I could not be more satisfied with the way Rob and Adrian have gone out of their way to make things work in John's best interest. The most important thing for me was to feel that Dollarwise could be trusted to have John's interests at heart if I was not available to assist him and I have that absolute trust that they will do so. A big thanks to Rob, I would highly recommend him if you are looking for a trustworthy Financial Planner.
Dollar Wise Financial ServicesSuite 80, 1470 Ferntree Gully Road
Knoxfield, VIC 3180
- Adviser status Bronze
- Number of reviews 4
- First year providing advice 2015
- Years of experience 8
- Bachelor of Commerce (Economics and Financial Planning)
Amp Financial Planning Pty Ltd