WHAT SHOULD YOU EXPECT FROM A RELATIONSHIP WITH US?
Your Expectation
- A financial plan which meets your specific situation and objectives
- A fee based service rather than commission
- An advisor with considerable knowledge and experience
- Advice from an independently owned group
- Advice that covers all things financial not just investment
- Low cost investment that should provide above average returns
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Our Practice
- Plans are based solely on each client's situation and objectives
- We have a fee based remuneration model
- Qualifications to specialist SMSF adviser level supported by broad commercial and business experience
- HNW Planning is independently owned with no shareholding by a bank, insurance company or product provider
- We provide across the board strategic advice including investment
- We have a proprietary low cost investment platform that has delivered above average returns
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QUALIFICATIONS AND EXPERIENCE
Robert's professional career includes:
- finance experience through stockbroking, financial consulting, mergers and acquisitions, raising venture capital, company formation and valuations for independent stock exchange reports,
- corporate experience in the mining, technology and manufacturing sectors with positions in research, marketing and operations to general management and board level, and
- specialist SMSF adviser accreditation through the SMSF Professionals Association of Australia, MBA and PhD.
