Paul Robertson

R&R Wealth Solutions Pty Ltd

Platinum

19 Yrs Experience

Cockburn Central, WA 6164

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My approach to advice is designed to simplify your financial decisions, empowering you to make more informed and better choices, assisting you to avoid potential financial mistakes.

I can help you design the life you want. Utilising our Client Wealth Portal you can then seamlessly manage and track your goals & finances.

I am a CERTIFIED FINANCIAL PLANNER ® and am highly skilled at explaining the complex in simple, easy to understand terms. I possess over 15 years experience in dealing with a vast array of clients. Whether you be approaching retirement, a business owner, wanting to grow wealth, ensure your family are OK if something happens to you, help your children financially, fund their education or want to consider a SMSF, I can help.

I focus on education and encourage you to take ownership of your financial future. An objective voice and structured framework will assist you to make sound, confident & smart financial decisions.

Playing a part in the betterment of your life is a privilege & very fulfilling. Seeing the joy at reaching milestones and hearing about the difference my advice has made to your life is very rewarding.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Shares & Investments
Cashflow & Income
Socially Responsible
Small Business Advice
Wills & Estates

We individually calculate advice fees and provide this detail post your initial Explore meeting with us. It is a fixed fee ($ based) so you know exactly what is involved before deciding to engage our services

5.00 August 2024

Paul has very good communication skills and always very professional , could not fault anything

5.00 August 2024

Very good service

5.00 August 2024

Pauls advice was clear and easy to understand.

5.00 August 2024

My wife and I have been using R&R Wealth for our financial advice for the past few years and we are very happy with the service. Paul has shown us things we never knew about and eplains it in way that is easy to understand. He has also made us feel allot more comfortable with investing and the plan they have helped us implement is helping us grow our investments more than expected. Both Paul and Almitra are always very helpful when answering any questions we have and always very friendly. I would highly recommend R&R Wealth for all your financial advice needs.

4.50 August 2024

We came to see Paul after my husband's sickness and accident premium went through the roof and we couldn't seem to change it without an advisor. We also had had a previous financial advisor who did not listen to our needs and we were hesitant about going to somewhere new. Paul eased all of our concerns, sorted out all of our life/tpd/trauma and sickness and accident insurances and stopped us paying too much. He changed our superannuation to a better provider and did some changes to maximise or tax return. Paul set up investment account with the risk level we discussed at beginning of journey. Paul is approachable and tries to explain in simpler terms. We are in a lot better place with Paul.