Rob Hand

Partners Wealth Group

Bronze
10 Yrs Experience
Melbourne, VIC 3004
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.

Expertise

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

My fees

I offer a free initial consultation for potential new clients. Get in touch

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.

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 4.80
  • Number of reviews 14
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Partners Wealth Group

Level 13, 636 St Kilda Rd
Melbourne, VIC 3004

Opening hours

  • 8:00am – 7:00pm Monday – Friday
  • 9:00am – 12:00pm Saturday

Licensed by

Charter Financial Planning

AFSL 234665

4.80
14 Reviews
5
4
3
2
1
4.75
Clear communication
4.80
Knowledge & expertise
4.90
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 14

Sort by

5.00

"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"

  • Superannuation
  • Self Managed SuperFunds
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"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"

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

"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."

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

"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."

  • Superannuation
  • Insurance Protection
  • Small Business Advice
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75
  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We've been dealing with Rob since his joining the Partners' Group. His personalised approach and considered advice is always mindful of the best outcomes for our needs. It is a pleasure in dealing with such professionalism and knowledge. His ability to demystify and simplify strategies instils great confidence for our financial future. Thanks Rob"

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

"We have been with Rob for 2 years and he has helped us immensely. He sorted out our Insurance Policies amalgamating some and getting rid of others which were really not applicable. He has given us a very clear insight of what we need to achieve for a comfortable retirement. We feel so much more confident with our Self Managed Super Fund now Rob has been handling it. Would recommend Rob to friends and family."

  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Rob is always exceptionally approachable, professional and polite. What I particularly like about Rob is that he is realistic in his approach to investment and is at great pains to convey that very positive returns, to date, may well be negative in the future. I would suggest that Rob can be recommended with confidence in that he will always provide timely, clear and very helpful, financial advice."

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of Melbourne (UOM)
Completed
2005

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2010

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
International Institute of Technology (IIT)
Completed
2013
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