Services

What our clients say about working with us

  • Dr. Burgmann – CEO
    Bob took the time to help me think through my priorities, to develop a portfolio approach which will set me up for the future - I particularly appreciate his expertise and careful attention to my personal circumstances.
    Dr. Burgmann – CEO
  • L. McKenzie-Brock – Event Manager
    Bob was very professional, clear and precise and had my interest in mind during all meetings. Easy to work with and supportive, informative and friendly.
    L. McKenzie-Brock – Event Manager
  • S. Flecknoe-Brown – Property Buyer & Manager
    Bob’s personal mission to help his clients in a complete sense has lead him to acquire far reaching knowledge and methods that ensure results are far above what could normally be expected of most professionals.
    S. Flecknoe-Brown – Property Buyer & Manager
  • J.Liddle – Entrepreneur/Author & Speaker
    I found working with Bob extremely easy and a very professional experience. Highly recommended!
    J.Liddle – Entrepreneur/Author & Speaker
  • G. Futcher – Creative Director
    Bob has been fantastic. He is very knowledgeable, great at making things easy to understand and a pleasure to work with. I would recommend him to anyone.
    G. Futcher – Creative Director
  • A. Nass – Investment Banker
    Bob really knows what he is talking about. I work in finance and know a fair bit about financial management from a corporate sense however, I had very little knowledge of my options when it came to my personal finances. Bob helped me unpack the complexities associate with my financial position and helped me create a path for the future.
    A. Nass – Investment Banker
  • S. Samarakoon - Executive Director
    “Bob is a passionate professional with a strong will to make a positive social impact - be it through the genuine values in his business or the causes that he contributes to. His support for Empower's work in supporting rural entrepreneurs in Malawi has been inspiring - especially as he was our first impact investor and will be joining me in Malawi to see the fruits of our labour in person in 2013! I have no hesitation in recommending Bob's services as a Financial Planner. He has both the skills and integrity to deliver his clients the most viable solution for their needs.” 
    S. Samarakoon - Executive Director

To make an appointment with one of our advisers, please contact us.