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 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.

4.75 April 2024

We were recommended to Robert by a dear friend who has used him before for her financial needs. We found Robert to be an exceptional financial guru who is very knowledgeable in all matters of finance. My husband and I have just retired so we went to Robert to see what was the best way to access our super and also to invest some extra money that we had. When it comes to money everyone is always a little bit skeptical and worried on who to trust, as a lot of people have lost a lot of money. Robert explained to us in every details what he was going to do to make the money work for us and as our knowledge in finance is quite limited he explained to us in details so that we could understand. We are now looking forward to acquiring the benefits from his knowledge. I also want to say how great Brooke and the rest of the staff from Stratwealth. Nothing is ever any trouble and the communication is always open. Regards Maria & Ralph

5.00 April 2024

Dear Robert,

Thank you so much for your exceptional guidance throughout this financial journey. Working with you and the team at Stratwealth has truly been a pleasure.

Your professionalism, expertise, and dedication to our financial well-being have been nothing short of remarkable. From our initial meeting to the implementation of your recommendations, every step of the process has been smooth and efficient, thanks to your diligent efforts.

We are truly grateful for your support and commitment to helping us achieve our financial goals. Your mentorship has been invaluable, and we look forward to continuing this partnership and building a prosperous future together.

Thank you once again for everything, Robert. We genuinely appreciate all that you do, and we're excited about the opportunities that lie ahead.

Warm regards,

Eren, Mev & Atilla Kanli

5.00 April 2024

Very Polite,patient and takes time to explain everything.

5.00 January 2024

Robert is an exceptional financial planner who cares about his clients. We could not be happy with the expert guidance and support Robert has provided in setting up our finances for retirement. He is proactive and explains everything in detail. We can relax knowing our finances are managed by an extremely knowledgeable and experienced team. I highly recommend Robert to anyone seeking a trustworthy and knowledgeable financial planner.