Testimonials

“Since 2008 Robert’s expertise has improved my financial position dramatically.

His analytical skills and understanding of the investment markets and options available for me have impressed me and been to my definite benefit.”

Mrs. Shayne O’Connor – Transition to Retirement Client. – since 2008.

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“I have known Rob professionally since before he became an advisor.

Throughout this time he has always maintained his innovative analytical view of the markets and the economic environment which I valued for assisting me to manage my own affairs.

His opinion has always been forthright, insightful and timely.”

Mr. Les Fenech – Senior Telecommunications Product Manager – client since 2005.

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“I was introduced to Rob through my corporate Super fund and have used his personal and tailored advice to manage an effective Transition to Retirement strategy over the past 5 years.

Throughout this period Rob has been pro active and accurately plotted the recovery strategy after the GFC, to build my retirement funds to a level where I am now comfortable to take full retirement, on schedule as planned.

Despite the fact that I am in W.A., I have found using Rob a great benefit and we communicate by phone or email on an as needed basis.  I now consider Rob more than a service provider, but also a friend who understands finance and investments well enough to look after my interests to my complete satisfaction.”

John Tyson – Retired Senior Sales Engineer (Perth  W.A.) – client since 2007