Robert Gothard

Strive Wealth Solutions

Gold
26 Yrs Experience
Sutherland, NSW 2232
Strive Wealth Solutions is a boutique personal advisory business. We assist clients to achieve Personal Financial Success and Financial Independence via quality advice, strategy implementation and ongoing support and guidance. Our Advisory Services Helping you Create, Manage and Preserve your Personal Wealth. It’s all about You; • You, taking control • You, setting your own Agenda • You, having a Plan to Achieve Personal Financial Success We will travel the journey with you to give you the best chance of Achieving the Personal Financial Success you desire. Your journey starts with the first step.  When you are ready to take control, set your own agenda and Create, Manage and Protect Personal Wealth on purpose... contact us. Any advice in this site is of a general nature only and has not been tailored to your personal circumstances. Please seek personal advice prior to acting on this information. Any advice on this website has been prepared without taking account of your objectives, financial situation or needs. Because of that, before acting on the advice, you should consider its appropriateness to you, having regard to your objectives, financial situation or needs. Roblex Donlan Pty Ltd acn 140 389 948 as trustee for Strive Family Trust abn 30 039 553 070 trading as; Strive Wealth Solutions. Authorised Representative No. 344228 of Consultum Financial Advisers Pty Ltd ABN 65 006 373 995, AFSL number 230323, an Australian Financial Services Licensee, with offices at Level 6, 161 Collins Street, Melbourne VIC 3000. Refer to our Website: www.strivewealth.com.au Terms and Conditions: https://strivewealth.com.au/terms-conditions Privacy Policy: https://strivewealth.com.au/wp-content/uploads/2021/06/2021-06-01-Privacy-policy-June-2021.pdf

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 14
  • First year providing advice 1996
  • Years of experience 26
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Strive Wealth Solutions

Shop 4, 10-18 Robertson St
Sutherland, NSW 2232

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323

4.85
14 Reviews
5
4
3
2
1
4.80
Clear communication
4.85
Knowledge & expertise
5.00
Customer care
4.70
Likely to recommend
Showing reviews 1—10 of 14

Sort by

5.00

"Robert has been a listener from our first meeting,explains the strategy and implements it without fuss,his communications are constant and relevant ,he provides secure peace of mind,Ian 2540"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Robert is conscientious & thorough. Any query is dealt with promptly. He is trustworthy & takes a genuine interest in providing the best advice to suit our circumstances."

  • Superannuation
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Robert's many years of patient guiding and coaching have given me confidence in my future and my ability to make good short and long term financial decisions."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Exceptional Advisor but would like a more varied investment portfolio"

  • Superannuation
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Robert responds quickly and thoroughly to any queries I make. He visits us to minimize any inconvenience a particularly essential and helpful part of his service."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Robert has been my financial advisor for more than ten years, he see through change of circumstance in my life, he has given me advice on remodelling my financial situation, which has help me tremendously. it is always nice to have someone there to lend you a helping hand when you needed."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Margin Lending
  • Borrowing
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Rob has given us confidance in our financial future by his knowledge, advice and honesty in presenting our situation"

  • Government Assistance
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have been clients of Rob for approximately 10 years. In that time, Rob has helped us in many ways such as Insurance and saving for retirement. Over this time we cannot speak highly enough of Rob and his expertise as a Financial Planner. His experience, ethics and honesty is above reproach."

  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Robert does an exceptional job at communicating everything in an easy to understand fashion . His attention to detail is outstanding . He has been a real asset to me with his guidance in all matters financial ."

  • Managing Debt
  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Robert is always prompt, efficient and well prepared for our consultations. He is focussed on our unique requirements and we feel comfortable in accepting his advice which is always backed up by research and comparison."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 14

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2000

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2008

ASIC RG146 (Margin Lending)

Level
0 - Training / Exam / Other
Institution
ThreeSixty
Completed
2010

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Financial Services Institute of Australasia (FINSIA)

Membership type
Associate
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