Rob is one of Partners Wealth Group's longest serving Senior Advisors and prides himself on his enthusiasm and energy to promote positive outcomes for his clients. For Rob education is a large part of his relationship with clients. This helps to also build the trust required to ensure the journey to their goals is a smooth one. Rob's greatest strength is to work through the most complex of financial strategies and articulate this in the simplest of ways, so that his clients get the best advice possible while clearly understanding the process and outcome. Rob had been fortunate enough with his career at Partners Wealth Group to be mentored by some of Australia's top advisors including working directly with the CEO for over 5 years with his clients. This, along with Partners’ other specialists, has meant Rob can provide a wealth of industry experience to his clients and the Accountants with whom he works so closely. Rob has a diverse client base, including high net wealth executives, SME business owners and families requiring holistic wealth management and strategic advice.
Meeting 1 is free and is usually a 1 hour discussion. If required Meeting 2 is a 4-5 page Strategy Paper outlining opportunities and issues regarding your situation, this is usually of no cost. If you are comfortable and see value with our Strategy Paper a cost will be provided to complete a Financial Plan and implement the advice. Rob's clients appreciate this transparent process and he has had great feedback on his Strategy Papers which is a step that most Advisor's skip.
I have been a client of Partners with Robert Hand my Adviser for over six years. His advice and assistance in trnsition to retirement , growth strategies , assistance in estate planning and importantly his willingness to assist in any requirements I needed assistance with were professional and done in an efficient and courteous manner. I have and will continue to recommend Rob Hand as personable adviser who always value adds.regards Garry 3230
Rob has been very helpful since our first meeting. Rob has made himself available to assist with advice at any time and on any day. His advice I trust and would recommend his services to friends should that request occur. Brian 3138
Rob was awesome to deal with as he puts things in an easy to understand view and he also takes the time to really know you personally and not just from a client perspective.
I like Rob's pragmatic approach. He keeps it simple and relevant to your needs, which makes it easier for me to make a decision.
Rob has continued in to provided excellent support ,started with Patrick Barry, primarily with respect to our SMSF. He is a good listener and has continued to provide great advice and alternatives, always with his clients interest being paramount. I have sought his advice on behalf of family and friends and would highly recommend him.
- Adviser status Bronze
- Number of reviews 14
- First year providing advice 2012
- Years of experience 11
- Bachelor of Commerce
Partners Wealth GroupLevel 13, 636 St Kilda Rd
Melbourne, VIC 3004
- 8:00am – 7:00pm Monday – Friday
- 9:00am – 12:00pm Saturday
Charter Financial Planning