Robert Tawil

Robert values building strong relationships that are founded on trust and is passionate about helping people take control of their financial affairs and achieve their goals.

Robert specialises in assisting clients in the following areas:

• Individuals and families wanting to protect their income and wealth through cost effective insurance strategies;
• Superannuation fund consolidation and contribution advice;
• Developing goal based financial plan for individuals looking to retire in the next five to ten years;
• People who have received a financial windfall such as an inheritance, redundancy or settlement;
• Clients looking to build tax-effective investment strategies;
• SMSF investment strategy and portfolio design.