4 Reviews

Rob Grigg

Smarter Cashflow Solutions Pty Ltd

Gold

23 Yrs Experience

Sandringham, VIC 3191

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25+ years Experience with Superannuation, Retirement & Life Insurance, Income Protection advice focused on your needs.

We help clients take a long term view of their retirement plans and financial support throughout their working lives.

Our clients are from a variety of backgrounds, particularly medical & professional occupations, senior management, business owners and pre-retirees.

We do all the heavy lifting for clients who lead active lives and require expert financial guidance & oversight with prompt contact.

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Cashflow & Income
Small Business Advice

This is a guide as to how fees are charged. Robert will provide you with an Engagement Agreement which will outline his fees. All fees will be agreed with you prior to commencing any work. Full details will be outlined to you in writing of the scope of work to be completed; this will be provided to you prior to commencing any work.

5.00 March 2026

Robert over the years has been a partner in creating the most suitable products to reach outcomes that are both desirable and achievable. He regularly communicates with me via email, phone and face to face meetings. He is always contactable and responds to my enquiries very quickly. He is loyal to his customers and is there whenever required. Very happy with his service and knowledge to be able to advise me the best way forward over many many years.

5.00 March 2025

Robert has been assisting me for over 10 years, providing expert guidance with my superannuation, insurance protection, and retirement planning.

His advice is consistently clear, comprehensive and perfectly tailored to my specific needs and long-term financial goals. Robert's professional approach and dedication to understanding my individual circumstances have made a significant difference to my financial confidence.

I have already recommended Robert to others and would continue to do so without hesitation to anyone seeking quality professional financial advice.

5.00 March 2025

Excellent service. Helped me with great advice relating to income protection and TPD in what was a difficult time. Highly recommend him! Very thorough.

5.00 March 2025

In all my dealings with Rob he has been highly professional, kind, caring and really listens to and understands my situation. I would have no hesitation in recommending Rob.

Adviser status Gold
Rating 5.00
Number of reviews 4
First year providing advice 2003
Years of experience 23
Highest qualifications
- Bachelor of Business (Accounting)
- Bachelor of Business (Banking and Finance)
Language spoken
- English

Smarter Cashflow Solutions Pty Ltd

Level 15, 26 Fernhill Rd
Sandringham, VIC 3191

10:00am – 5:00pm Monday – Thursday

Smarter Cashflow Solutions Pty Ltd

AFSL 538070

Rob Grigg

Smarter Cashflow Solutions Pty Ltd

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Smarter Cashflow Solutions Pty Ltd

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