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James Robinson

Wealth Smart

Gold
8 Yrs Experience
South Yarra, VIC 3141

The Game of Money is not easy, nor is it very exciting! But, strong fundamentals in the Game of Money will provide greater freedom in your personal journey in life.

My own journey building my PERFECT Financial Foundations, inspired me to pivot from working with SME in the tax advice space to providing Financial Advice. Throughout my journey I have read almost every book from The Barefoot through to Unbreakable, tested out all the big cashflow management theories, all while working towards the highest institutional qualification available for Financial Planning.

My passion is to help young Australians build the PERFECT Financial Foundations through one on one sessions focused on;

  • Education on important financial topics
  • Guiding individuals through the implementation of financial controls & products
  • Providing ongoing accountability to ensure personal & financial goals are meet.

“Financial security and independence are like a three-legged stool resting on savings, insurance and investments.” – Brian Tracy

I would love to hear from anyone who is interested in building the Perfect Financial Foundations. Please send me an email at james@ptps.com.au

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Get in touch

At a glance

  • Adviser status Gold
  • First year providing advice 2018
  • Years of experience 8
  • Highest qualification
    • Graduate Certificate in Financial Planning
  • Language spoken
    • English

Wealth Smart

Suite 509, 12-14 Claremont Street
South Yarra, VIC 3141

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Millennium3 Financial Services Pty Ltd

AFSL 244252