My aim is to help you achieve your financial goals and lifestyle aspirations. I work with you to develop and implement a financial strategy that will create, manage and protect your wealth over the long term. We then monitor and measure progress towards goals.
I start by listening to understand what you are looking to achieve. I will ask searching questions to gain an appreciation of your personal, family, professional and financial circumstances, as well as your short- and long-term aspirations, concerns and exposures.
This is a free no-obligation consultation, after which I will have an idea of how I will be able to help you, and you will have a good sense of whether I am the one you want to work with towards a brighter, more secure financial future.
TESTIMONIALS
Navigating into and through retirement has been made much easier with Robert’s advice and direction. We have always found him to be understanding of our needs, and has at times gone above and beyond in his desire to protect our investments. Professional,
friendly and efficient, Robert is always prompt in returning our calls and emails. His advice is respected and appreciated in helping us plan our path forward. We have the utmost trust and confidence in his honesty and integrity. -- John Gilroy and Gay Radd, Glebe, NSW
I couldn't be more satisfied with the financial planning services provided by Robert Dravers of Fiducian Financial Services. Robert’s expert guidance and personalised strategies have not only helped me achieve my financial goals but also given me peace of mind about my financial future. I wholeheartedly recommend Robert’s services to anyone looking for a trusted partner in managing their finances. -- Graham Durham, Point Lonsdale, VIc
Robert Dravers has been instrumental in managing our finances and investments. His expertise and personalised approach have provided us with invaluable advice that has helped us make informed decision & achieve our financial goals. I highly recommend Robert for his exceptional service and professionalism. -- Dinu Raducanu, Bondi, NSW
Thank you for the service you have provided to me over the past four years. I have enjoyed our annual review meetings, which have been constructive, consultative, and beneficial to the performance of my superannuation account. You have always been well prepared for our reviews, with all relevant statistics and data on hand. You have listened to my thoughts, but you have also had worthwhile suggestions for my consideration. Thank you again Robert. -- Lance Harkus, Bondi Junction, NSW
It is my pleasure to strongly recommend Robert Dravers as a financial advisor. His communication skills are excellent as he always explains the different areas of financial management of my funds. Robert has displayed an understanding of my financial needs and recommends when to change funds that will have a positive benefit for me. -- Judy Auerswald, Glenhaven, NSW
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchHappy to have an obligation-free discussion in person, or one the phone, to gain an appreciation of your situation and wants and my suitability to assist you.
At a glance
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Adviser status
Bronze
- First year providing advice 2018
- Years of experience 8
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Highest qualifications
- Advanced Diploma of Financial Planning
- Diploma of Financial Planning
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Language spoken
- English
Fiducian Financial Services Pty Ltd
Level 14, 1 York StSydney, NSW 2000
Meeting methods
- In person
- Phone
- Video call
Licensed by
Fiducian Financial Services Pty Ltd
AFSL 231103