Robert Bosevski

Robert, my financial planner, provided me with valuable support during a challenging time. It's great that he was able to explain the management of my superannuation in a way that was easy to understand. Clear communication is key in financial planning, especially when navigating complex topics and also understanding Centrelink needs as well. Thank you for making this a seamless experience yes it’s 5 stars from me.

Robert has been very helpful in all areas of retirement information . We were in underperforming funds fortunately recommended to seek advice from Robert we felt comfortable with him from the first meeting he explained fully about rolling over from one fund to another , we have had a complete turnaround in our funds . Robert is very knowledgeable and trustworthy to help with this very important complex period of life we are so fortunate to have Robert looking after us.

Robert's financial planning expertise and professionalism has been instrumental in managing my finances for over a decade now. His insightful advice and recommendations have helped put my mind at ease, knowing that my finances and retirement planning are in capable hands.

Whenever I have had questions or concerns, Robert has made himself available with timely, thoughtful guidance. His expertise and dedication have enabled me to make confident financial decisions, and I am extremely grateful for his trusted assistance and advice over the years.

I cannot recommend Robert's services highly enough and as a result have referred him to friends who have also been extremely happy with his service. If you are seeking an experienced adviser knowledgeable in superannuation and retirement planning, Robert can assist you.

Robert has been helping me with my retirement planning needs over the past few years. He has taken the time to understand my financial situation and put together a tailored financial plan, including superannuation strategies which I never knew existed, by removing any potential tax my non-dependent beneficiaries would have had to pay. I have found Robert to be totally professional, reliable, honest and acting in my best interests at all times. I highly recommend Robert to anyone needing retirement advice.