I believe Financial Planning is defined as a lifelong process of integrating personal values with the management of both human and financial capital for the betterment of oneself. Based in Norwest, my practice has been able to successfully merge the notion of specialist advisory firm with the backing of a large dealer group, such as AMP. Having recently finalised the acquisition of 2 well-established financial planning practices our valued clients are spread across various demographics which fits perfectly with our business model.
Our collective capabilities, experience and team approach, allow us to offer and implement a wide range of financial strategies to people from all walks of life. We are passionate about helping our clients articulate and achieve their personal and business goals through providing a transparent and holistic financial planning service.
Robert is extremely friendly, easy going and understanding of my situation and requirements. He is respectful of I can’t understand clearly and explains things in a way I can.
Roberts calm approach to the advice given is appreciated with the knowledge that he has your best interests at heart.
Robert exceptional financial adviser! We've been extremely pleased with the expert guidance and support provided. His deep knowledge and proactive approach have significantly enhanced our financial strategy. Grateful for his dedication and the positive impact on our financial well-being.
Robert has helped my partner and I set up all our insurances and income protection to ensure we have that safety net shall we ever need it. Personally for me, I was also able to invest my super and since we have I have seen a year-on-year growth. I've learned a lot more about it through Rob, he's super lovely and caring and we really appreciate how genuine he is. Brooke, the office manager is also super lovely. They're both pretty on point with appointments, keeping in touch and ensuring everything is up to date. I feel at ease knowing all the financial stuff which I never dealt with properly are taken care of by them.
Robert has come a long way as a wealth planner since I met him and started working with him about ten years ago. His knowledge of superannuation and investments has grown exceptionally due to his is dedication, research and hard work. Robert is passionate about his work. This is clear from his knowledge and communications/explanation of market movements. He responds to queries in a timely manner and always returns calls within the day of the call. He is very punctual and always keeps his appointments. He is warm and wise, and we feel he is like a member of the family.
- Adviser status Platinum
- Number of reviews 57
- First year providing advice 1997
- Years of experience 26
- Master of Financial Planning
Strategic Wealth Planners Pty LtdSuite 23B, Level 2, 1 Maitland Pl
Baulkham Hills, NSW 2153
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Amp Financial Planning Pty Ltd