Robert Dekkan

Strategic Wealth Planners Pty Ltd

Silver

27 Yrs Experience

Baulkham Hills, NSW 2153

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I believe Financial Planning is defined as a lifelong process of integrating personal values with the management of both human and financial capital for the betterment of oneself. Based in Norwest, my practice has been able to successfully merge the notion of specialist advisory firm with the backing of a large dealer group, such as AMP. Having recently finalised the acquisition of 2 well-established financial planning practices our valued clients are spread across various demographics which fits perfectly with our business model.

Our collective capabilities, experience and team approach, allow us to offer and implement a wide range of financial strategies to people from all walks of life. We are passionate about helping our clients articulate and achieve their personal and business goals through providing a transparent and holistic financial planning service.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Margin Lending
Aged Care
Tax Strategies
Wills & Estates
Budgeting

5.00 December 2024

Robert provided a superior service since he started to look after my superannuation funds. Always trying to achieve best returns , growing my balance, changing investments for better return. I have been well informed throughout the year with regular reviews .

5.00 December 2024

I had the pleasure of working with Robert and I can't recommend him highly enough! From our very first meeting, he took the time to really understand our financial goals, providing clear and tailored advice that helped us feel confident about our financial future. Robert's professionalism and dedication to our success has been evident in all our interactions with him. Whether it was investment strategies, insurance coverage, superannuation or wills and estate planning, Robert has always been proactive in offering guidance and ensuring we stayed on track. Robert is highly responsive and always answered our questions quickly and more importantly was happy to work around our busy schedules to arrange meetings.

Thanks to Robert's expertise, we feel much more secure about our financial future and empowered to achieve our goals.

5.00 December 2024

Robert is an exceptional financial planner—knowledgeable, approachable, and always ready to provide helpful, tailored advice for financial success. I am looking forward to working and growing with the assistance of Robert and his team.

Thank you

5.00 December 2024

Robert is an exceptional financial planner—knowledgeable, approachable, and always ready to provide helpful, tailored advice for financial success. I am looking forward to working and growing with the assistance of Robert and his team.

Thank you

5.00 August 2024

Robert is an approachable and knowledgeable financial expert in several areas. I have confidence in his abilities and direction and looking forward to growing our assets with his guidance. He is a polite, patient and friendly which is rare to find in a true professional, yet down to earth and truly listens to his clients. I highly recommend Robert and trust him and his team. We crossed paths many years ago and again recently with both family and professional lives in tow - it was like no time had passed. Thank you for seeing me through some dark times in order for my family to see the Financial light again.