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 has given me sound advice on how to invest my money to benefit me now and the future. I find Robert to be very thorough with everything. He always takes the time to explain everything to me and if I dont understand something, he will patiently explain it to me again. I find Robert to be genuine, patient, experienced, polite and trustworthy. I am always able to contact him if needed and he always takes the time to answer my questions. ??
Very happy and pleased with all the work Robert has done for me and my family for many years.
Robert not only is professional in his approach and advice but also making you feel at ease and in a very relaxed atmosphere. He explains well and even though I sometimes am lost he seems to pick that up and explains/ advises in a “super for dummies” approach. And I don’t mean that in a disrespectful way. Always walk out feeling good and confident my super is being well looked after to help me reach my goal when I retire
Our experience with setting up our SMSF, establishing our will as well as updating our insurances with Strategic Wealth Planners has been tremendously positive. In these volatile financial times Robert and his team’s ability and willingness to offer the right advice and guidance over the past few months was really appreciated in this instance. The prospect of doing this with limited knowledge can be quite daunting however he provided us with simple, easy to follow direction and explaining all the technical and legal requirements involved. We look forward to enjoying the rewards of Robert’s efforts over the coming years. I am pleased to recommend SWP’s services to others finding themselves in a similar situation.
I highly recommend Robert. His diligence has helped buffer my family’s superannuation through COVID-19 and he pays attention to the needs of the family. We value his advice and the efforts he makes to ensure much better outcomes than what we would have had without his assistance.
- Adviser status Silver
- Number of reviews 35
- First year providing advice 1997
- Years of experience 25
- Master of Financial Planning
Strategic Wealth Planners Pty LtdEncompass Business Park U F6' SE 2, 101 Rookwood Rd
Yagoona, NSW 2199
- 9:00am – 5:00pm Monday – Friday
Amp Financial Planning Pty Ltd