Overview
At Robertson & Associates we are committed to doing what is best for our clients. That means a strong adviser - client relationship, supported by extensive resources and experienced financial planners with expertise in a wide range of wealth management disciplines.
We work closely with you to understand your current situation, future goals and aspirations. Astute financial planning is the key. There is no substitute for a well thought out plan that is flexible enough to see you through the ups and downs of life. Our aim is to tailor your financial plan to best suit your needs. We deliver personal service backed by an unwavering dedication to professional integrity.
The advisers at Robertson & Associates will guide you through the most effective investment choices to build and protect your wealth by providing advice in the following areas;
- Investment advice
- Retirement planning
- Superannuation
- Self Managed Superannuation Funds
- Portfolio Review
- Personal & Business Insurance
- Estate Planning
- Share Trading and Advice Service
We work closely with your other trusted professional advisers (accountants & lawyers) as required in developing and implementing these strategies.