Richard Vaughan

Highview Accounting & Financial

Gold

14 Yrs Experience

Cranbourne, VIC 3977

About Richard
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As a Senior Financial Advisor & Partner, I’m valued as a collaborator and great listener. I enjoy understanding client’s financial planning needs at a deeper level, finding out their goals and their story. Having a clear picture helps my team and I develop practical and effective plans that make a difference in people’s lives.

I respect and value the great relationships I have with my clients, and they rely on me to analyse their situation carefully, find the answers they need and do my utmost to deliver peace of mind. My goal is to make a difference in the financial lives of as many people as I can.

Superannuation
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Redundancy
Aged Care
Complex Investments
Small Business Advice
Tax Strategies
Wills & Estates

5.00 March 2023

Richard has been our SMSF adviser for the past 12 years. He has a good understanding of our risk profile , and gives excellent advice , guidance and care in helping us manage our SMSF.

5.00 October 2020

Richard became my financial advisor in 2019 after a friend recommended him. I was looking for a new advisor to manage my superannuation after my previous advisor was deregistered. I have found him to be very approachable and highly knowledgeable in areas to invest my super to meet my financial and retirement goals. His explanations are clear and he replies to emails promptly. I am extremely happy with the service he has given me and would not hesitate in recommending him highly.

5.00 September 2020

Richard has been very instructive and knowledgeable with assisting both my husband and I in the areas of Self Managed Super Funds, Cash Flow Management, Sole trader (ABN) establishment, concessions and pension entitlements. We feel extremely confident that the advise we receive from Richard is sound and correct for our circumstances. He is also very ably supported by very good work collegues, who are also extremly helpful. I would have no hesitation in recommending Richard to my family and friends.

5.00 September 2020

Richard came highly recommended when we were seeking a new adviser who would actively assist us to manage our Superannuation for the future and also assist with a complex financial situation as a result of poor advice from a previous adviser. Twelve months in and we couldn't be happier! Richard has been proactive in establishing a new plan to meet our needs and has worked tirelessly to gain restitution for poor previous advice. We cannot speak more highly of his work ethics, skills and knowledge. He always responds promptly to communication , monitors our financial situation proactively and contacts us regularly should the needs arise. He makes us feel like we are his only clients!

5.00 September 2020

I have been a client of Richards for just over 10 years and have worked through numerous areas including Tax advice, Investment strategy, Wealth management and in particular my Self manged Super Fund. I have found Richard to be very approachable and available. Our investment strategies have involved regular reviews and planning to ensure we are on the right path. I would have no hesitation in recommending Richards experience and work ethic and have done so on numerous occasions.