Robert Greig

Apt Wealth Partners

Gold

9 Yrs Experience

Sydney, NSW 2000

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Robert has over 10 years of experience in the financial services industry. His qualifications include a Bachelor of Applied Social Science, an Advanced Diploma of Financial Planning and a Masters of Financial Planning. Robert is a Financial Planner AFP® with the Financial Planning Association of Australia.

Financial security is something that every Australian strives to achieve. It has a considerable impact on your quality of life, both now and into the future.

We know that financial planning can seem complex and time consuming. At Apt Wealth Partners, our focus is on helping you navigate the financial journey, ensuring that you can still live for today while keeping an eye on tomorrow.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Aged Care
Cashflow & Income
Socially Responsible
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

5.00 July 2019

Working with Robert has been extremely beneficial for understanding how my future will look in terms of superannuation, money management and investments for my retirement. His knowledge of the financial ecosystem has given me confidence in the decision we make together for my future. I would highly recommend him to family and friends because of his attention to detail and follow up on actions made.

5.00 April 2018

Rob has been easy to work with, and has made a point of chasing us to ensure we understand the advice being provided, and the reasoning behind it. He actions that advice quickly and effectively This is important, as much of the value of having a financial adviser is someone worrying about your finances for you when you don't have the time or expertise to do so!

5.00 February 2018

Robert is very conscientious and thorough and always delivers on his commitments. His advice is simple, easy to understand and I trust his judgement. Although we have not been with Robert for very long he has already delivered some notable results for us.

5.00 February 2018

I have been referring clients to Robert for a number of years, including my own personal affairs. He has always put the clients interest at the forefront and provided them with sound advice, and they appreciate his friendly yet professional service. I have every confidence that any client I refer to him will receive the best service.

5.00 November 2017