I work with individuals, families and businesses to help them understand their financial circumstances and how to reach their short-term and long-term financial objectives. I start every client relationship by taking the time to understand their goals and how they ‘live well’, their appetite for risk and their current financial position. This information is then used to tailor advice specific to their needs.
I provide advice across the following areas:
- Financial and retirement planning
- Estate planning
- Investment strategies
- Personal insurance
- Superannuation (Individual and corporate)
- Self-Managed Superannuation Funds
- Debt management
- Cashflow and budget management
- Centrelink and other government benefits
I am also surrounded by highly qualified specialists in self-managed superannuation funds, tax planning, estate planning and investing, that I can call upon for specific advice in relation to my clients’ unique circumstances whether they be an individual, family, or business.
Have been dealing with Rob for 2-3 years now and he has helped me goal set financially in regards to a plan to retire at age 55, much better savings habits, where to put my money, savings on insurances and is helping me to achieve those targets, he is always very helpful anytime I have a query or need financial advice and I would highly recommend him to anyone who needs financial help and advice. Not to mention a really friendly welcoming lad who cares.
Since our first meeting, myself and my wife have had total confidence in Rob. He’s very knowledgeable, a great listener and understands our needs based on our financial position. We have full trust in Rob and the team at Provident and have made some great gains since setting up investments with them. Would highly recommend Rob to anyone looking at setting themselves up for the future.
Rob has given me advice for the past 4 years on all investment issues which I feel very confident in and he does a great job.
Robin has been providing me with retirement advice for 4 years as well as providing some Centrelink advice. I remain happy with his advice and it provides me with a lot of peace of mind knowing I can continue to receive my desired income through all of my retirement.
Had Robin as my Super Adviser for 4 years and have received the best advice so far. Returns have been consistently above benchmark.
- Adviser status Gold
- Number of reviews 35
- First year providing advice 2016
- Years of experience 6
- Master of Financial Planning
The Wealth DesignersLevel 4, 40 Kings Park Rd
West Perth, WA 6005
- 8:00am – 5:00pm Monday – Friday
- In person
- Video call
The Wealth Designers