When I had my first appointment with Robert I came on my own as Sam & I had already sought financial advice from four other financial advisers and Sam had no real interest in being told to sell the home we had just renovated and move into and return to the property we had moved from which we still owned. None of the advisers looked at our Self Managed Super fund to see whether it was compliant .
Robert started at the other end and slowly untangled our financial mess bringing our Super Fund with our Accountants help up to date and making sensible and sound advice for our retirement which made Sam feel comfortable and in control.
He has always been available to talk us through the fluctuations in the Stock market and keep Sam reassured that his long term strategies for our finances are safe.
There was huge panic when Robert moved from his previous employer to Adviser fp. We were left with another adviser who wasn’t interested in us and we were very relieved to be able to track Robert down & request that we be able to remain his clients at his new position at Adviser fp.
He continues to keep us informed and is always available to discuss all matters with us. His ethics are impeccable and we trust him to take care of our investments in an unsettled financial climate.