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Reviews

Josh

Robs understanding of his clients needs are instrumental; he’s in-depth knowledge and passion for the financial services industry separates him from his peers. Robs an outstanding guy and now a great mate. I will (and have) recommended Rob to family and friends.

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John

Rob has been diligent in following up with me in relation to my movement towards retirement over the last 18 months or so. I have appreciated his advice as we structure things for my greatest advantage. I also appreciate his wisdom in relation to investment alternatives. He is very ably assisted by Brooke at the office who has been always extremely helpful whenever I call.

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Ian

I highly recommend Robert. His diligence has helped buffer my family’s superannuation through COVID-19 and he pays attention to the needs of the family. We value his advice and the efforts he makes to ensure much better outcomes than what we would have had without his assistance.

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Caroline

Robert not only is professional in his approach and advice but also making you feel at ease and in a very relaxed atmosphere. He explains well and even though I sometimes am lost he seems to pick that up and explains/ advises in a “super for dummies” approach. And I don’t mean that in a disrespectful way. Always walk out feeling good and confident my super is being well looked after to help me reach my goal when I retire

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