Paul Robertson

"After selling our acreage property we needed some advice to manage our money. A friend recommended Paul to us and we arranged a meeting. Paul laid out strategies to minimise capital gains tax implications, and restructured our Superannuation investments. As we were approaching retirement age Paul assisted us to obtain the maximum benefits available. We are very happy with our relationship with Paul and the R & R Wealth team. We would highly recommend them to anyone."

"I would recommend Paul to anyone who needs any type of financial help. He is very personable and professional and makes you feel at ease. He has a wide knowledge of financial matters. I am very glad I found Paul at a very sad time in my life.

Thank you Paul for everything you have done for me"

"Paul has grown to know us and the technical parts of super n retirement. He has relaxed us a lot more and I feel our relationship is at a personal level. I'm comfortable saying or asking if I don't understand. And also letting him know what I don't and probably won't ever understand. I trust him with the technical stuff."

"Paul has very good communication skills and always very professional , could not fault anything"

"Very good service"

"Pauls advice was clear and easy to understand."

"My wife and I have been using R&R Wealth for our financial advice for the past few years and we are very happy with the service. Paul has shown us things we never knew about and eplains it in way that is easy to understand. He has also made us feel allot more comfortable with investing and the plan they have helped us implement is helping us grow our investments more than expected. Both Paul and Almitra are always very helpful when answering any questions we have and always very friendly. I would highly recommend R&R Wealth for all your financial advice needs."

"We came to see Paul after my husband's sickness and accident premium went through the roof and we couldn't seem to change it without an advisor. We also had had a previous financial advisor who did not listen to our needs and we were hesitant about going to somewhere new. Paul eased all of our concerns, sorted out all of our life/tpd/trauma and sickness and accident insurances and stopped us paying too much. He changed our superannuation to a better provider and did some changes to maximise or tax return. Paul set up investment account with the risk level we discussed at beginning of journey. Paul is approachable and tries to explain in simpler terms. We are in a lot better place with Paul."

"Paul is very helpful and explains things very well."

"Paul is always at the other end of the phone or email to answer any questions I have about my portfolio. He is knowledgeable and supportive, listens to what I feel I need and is flexible in making changes to match my lifestyle."