I am a financial planner from Adelaide, SA.
I have a strong focus on guiding those who are leading into retirement and in retirement as it can be quite a complicated area that is forever changing through personal lifestyle changes, financial changes and other changes such as legislative. Using my experience and education ranging from a Bachelor of Commerce (Accounting) and an Advanced Diploma of Financial Planning - I try to simplify and maximise retirement outcomes for my clients and work together through the changing landscape.
Key areas of focus:
- Advising those aged 55+ who are leading into retirement and those who are already in retirement.
- Helping clients approximately aged 50+ who are thinking of ways to maximise their retirement.
- Utilising superannuation, investments and tax effectives strategies to build wealth.
To find out more:
- Click on the above tab "Get in touch"
- Contact myself on 0428 421 122
- Email me at email@example.com
- Or visit http://minerdsbell.com.au/our-services/
I found Robert to be an extremely helpful and personable young man.
His compassion and empathy to my current personal life, was outstanding. I have previously never experienced in the financial industry such a real listener. It was so refreshing to meet someone that saw the person not just the signature on the dotted line.
My husband and I have had Robert as our Financial advisor for the last 2/3 years. From the time we met him at our first meeting we felt so comfortable talking to him. He explained everything in a simple manner that we could understand and has always kept us up to date as well as keeping in touch to see how we’re going. He has always given us the opportunity to ask questions at our meetings and has always made himself available if we have any queries after our meetings. We are very happy to recommend him to anyone else dealing with finances.
Set up TTR with me and guided me ever step of the way. Changed employers and I followed him over. A pleasure to deal with and goes out of his way to help. Very satisfied with advice and service. Would and have recommended him to family and friends.
We have been using Robert’s expertise as a financial adviser for over two years. Robert has taken the time to get to know us and understand our financial goals and has the ability to make financial information easy to understand. We have come to rely on his financial planning and analysis, and feel comfortable with our finances in his care. I have no hesitation in recommending his services.
We have found Robert to be very helpful and his follow up is amazing. He has made us feel very confident and comfortable with his advice. Would highly recommend him.
- Adviser status Gold
- Number of reviews 7
- First year providing advice 2018
- Years of experience 5
- Bachelor of Commerce (Accounting)
Minerds Bell Consultancy Group79 Belair Road
Kingswood, SA 5062
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Charter Financial Planning