Who says you can’t have your cake and eat it too? With good advice, support and committed action anything is possible. Randall will dare you to dream big and help you create a better life. My vision is to help you build a RICH life. I have a Roadmap that we build together to see if you are ok and if you are on track.
Financial Planning is about life, not just about how much money you have.
It is a great responsibility to help people get financially organised and make smart choices with their finances. This responsibility has been my passion for over 22 years. I love making a difference in people's lives and helping them discover and achieve their goals. Your goals don't just have to be financial. It is "more than money".
My priorities outside of work are my family, friends, personal development and being involved in my community.
I charged fixed fees. All our fees are agreed before we start helping you. I work with a select number of families. If I have too many clients I can't deliver the service you need and deserve.
Please contact me for a complimentary chat!
To get started we have a complimentary chat to work out if we can add value to your needs and work together. Then we can book a meeting.
We charge and set a fixed fee based on the complexity and need of our clients. We don't receive any commission on superannuation or investment recommendations.
Randall has kept in contact throughout the year informing us of what we need to do.
We have received full reports on the advice given and updates.
Randall has provided us with excellent advice and guidance when navigating our transition to retirement, and future planning. He is extremely knowledgeable and makes complex financial information easier to understand.
Randall has great communication skills and a fabulous sense of humour. It is a joy to work with him.
I would highly recommend his services.
I have related to Randall from the start, because of his positive personality, outstanding customer service, always contactable and he is very, very knowledgeable.I would highly recommend him to anyone, he is the epitome of professionalism.
Randall provides timely advice that is both accessible and practical. He is always available and has tailored his strategy to our requirements. After years of ‘muddling through’ without a coherent plan, Randall has brought a structure to our financial affairs that is already yielding strong returns with accelerated mortgage repayments, and a balanced investment portfolio. Highly recommend.
Whilst my understanding is basic my wife is able to easily communicate with Randal, so that is fine by me.
- Adviser status Platinum
- Number of reviews 37
- First year providing advice 2000
- Years of experience 23
- Certified Financial Planner (CFP)
KLI GroupLevel 2, Suite 205, 26 Charles St
South Perth, WA 6151
- In person
- Video call