I have known Robert De Ceglie since 2008, which I believe was around the time of GFC. Robert has served me very well. Before Robert become my financial planner my investments were a muddled bundle of advice with 4 or 5 different planners attracting high fees, high taxation, excessive paper work which caused more much stress and grief around tax time. It seemed the other people were serving their needs better then mine
I came to trust Robert , he spoke kindly to me, listened to me, respected what I wanted to do in life. So I handed all the previous investments and more investments from sale of properties, including some money that came from my parents estate, over to him. Robert bundled the investments, including my super together in a neat tax effective portfolio, with much less paper work hassle and stress – and did I mention a lot less tax. I have prospered financially but apart from the money side of things, I have also gained a close friend .
Robert and I have built up a strong bond of friendship, trust and respect . Those three things go very deep to people with an Italian background. I can even forgive him for supporting the Bulldogs and Queensland in the NRL. I support the Dragons and NSW