How We Can Help You
Retiree Specialised Services
We offer services targeted for both pre and post retirement financial strategies.
Whether you are a few years out from retirement, contemplating retiring for a while or in retirement and feel you need someone to put the pieces of the puzzle together and be a sounding board for ideas – this is where I can help.
I can’t guarantee to make you the most money, or find the next best investment – however I can guarantee I will listen to where you are now in life then where you want to be and make sure I can provide you with a plan that gives you comfort whether you are leading into retirement or already in retirement.
Pre retirement planning and post retirement planning
I provide advice to clients both before and during their retirement. I aim to maximise tax savings where possible, ensure investments are in line with your needs and consider how we may be able to improve other outcomes for areas such as Centrelink and your Estate Plan.
Keeping Centrelink in the “know” with your situation
This is never usually a fun task – however I can step in here and look after this. I provide advice on Centrelink strategies and also assistance with applying and keeping Centrelink in the loop on an ongoing basis.
Being a sounding board, always a phone call away
When there is change, it can be hard to know where to go for advice – pick up the phone, give me a call and let me know what’s on your mind. I try to be as accessible as I can be and ready to listen and help if required.
Help define your income needs with expert advice
This is what you need to live on, whether it be right now, in retirement or both. I will consider other income/expenses that may be planned or unplanned whether that be buying a car, downsizing or even upgrading your home.
Building a strategy that considers tax outcomes
I will consider all avenues, whether that be tax personally, tax paid inside your superannuation or tax that the next generation might pay i.e. your Estate.
Put the wheels in motion, consolidating a plan
You may have superannuation accounts, pension accounts or life insurance policies all over the place. This is my expertise knowing how to build a plan and getting all your product providers in sync to what you need.
See What My Clients Say
The most rewarding part of the job, beautiful and authentic testimonials.
"We went to see Robert about our finances as we transition to retirement. Robert is very patient with all our questions and concerns and takes the time to address them all. He is personable, respectful, and non-judgemental in his approach."
Bill, 46 - 55 years, Cherry Gardens, SA"My husband and I have had Robert as our Financial advisor for the last 2/3 years. From the time we met him at our first meeting we felt so comfortable talking to him. He explained everything."
Valda, 56 - 65 years, Nuriootpa, SA"Robert is an extremely good communicator and provides easy to understand advice verbally and always follows up with a written version so we have the opportunity to fully consider the options available."
Pauline, 65+ years, Ocean Grove, VIC
"We went to see Robert about our finances as we transition to retirement. Robert is very patient with all our questions and concerns and takes the time to address them all. He is personable, respectful, and non-judgemental in his approach. We feel that he is being very transparent with management of our funds and are confident that we will be kept well informed with any developments. We are also confident that the advice that he has given is solid and well thought out, and we feel comfortable following his recommendations."
Julie, 46 - 55 years, Cherry Gardens, SA"Robert was always very punctual and very clear in his speaking to me. We loved how courteous and encouraging with his knowledge about financial services."
Bevan, 56 - 65 years, Brahma Lodge, SA"I followed Robert from his previous position at Peoples Choice. I find Robert to be knowledgeable and has been a great asset in my transition to retirement."
Julie, 56 - 65 years, Modbury North, SA"I found Robert to be an extremely helpful and personable young man. His compassion and empathy to my current personal life, was outstanding. I have previously never experienced in the financial industry such a real listener. It was so refreshing to meet someone that saw the person not just the signature on the dotted line."
Leanne, 56 - 65 years, Moonta Bay, SA"Set up TTR with me and guided me ever step of the way. Changed employers and I followed him over. A pleasure to deal with and goes out of his way to help. Very satisfied with advice and service. Would and have recommended him to family and friends."
David, 56 - 65 years, Modbury Heights, SA"We have been using Robert’s expertise as a financial adviser for over two years. Robert has taken the time to get to know us and understand our financial goals and has the ability to make financial information easy to understand. We have come to rely on his financial planning and analysis, and feel comfortable with our finances in his care. I have no hesitation in recommending his services."
Gregory, 65+ years, Modbury, SA"We have found Robert to be very helpful and his follow up is amazing. He has made us feel very confident and comfortable with his advice. Would highly recommend him."
Kerry, 56 - 65 years, Salisbury Park, SA"We went to see Robert as our super and insurance needed work, and Robert tailored both to suit our needs."
Simon, 46 - 55 years, Netley, SA
Contact Me
Feel free to reach out to me with any questions, enquires or feedback.