"I'm In My 40’s & 50’s"
Discover how we help good earners create long-term wealth and financial freedom through smart financial planning and advice.
Emmanuel has over 30 years in investment and financial markets experience primarily in funds management and investment research. He has in-depth knowledge of investment market operations across all asset classes including equities, fixed interest, property, alternative assets and cash.
His previous roles included Chief Investment Officer (CIO) of OptiMix, the multi manager unit of ANZ/ OnePath, previously ING Investment Management. He held the CIO role between 1995 and 2013 where his responsibilities included manager selection, macro-economic analysis and implementation, asset allocation, risk management, investment committee policy formulation, business development and business management.
Prior to 1995, Emmanuel held various roles at OptiMix, Sydney Futures Exchange, Devon Systems (a Sun Gard company), Australian Gilt Securities, Bankers Trust Australia and Kellogg Australia. These roles focused on funds management, macro-economic analysis, fixed interest, futures trading and dealing.
Mr. Calligeris holds Bachelor of Economics and a Master of Banking and Finance.
I knew we needed a clear and straightforward plan that focused on our specific goals. Without going through the goal setting process, I think we would have continued with ad hoc investing that reacted to markets, instead of having a very specific plan. Once everything is set up, the process really is set and forget. We have 2 simple goals: to retire “on time” with our goal retirement funds behind us; and to continue investing to support our income goals. Both of them are on track!
I have found Rob and his team exceptionally insightful and valuable in their down-to-earth and strategic advice over the past 13 years — and they keep getting better and better. I give them my highest recommendation!!!
Rob has successfully managed the transition from our working lives to us becoming comfortably retired. During our over a decade long association as clients, Rob and his team presented a thoroughly professional, optimistic and supportive program on behalf of his efforts to represent us.
We always put the “investment strategy” off as we were busy trying to pay off our mortgage and believed no debt is the best debt. That quickly changed when were in a position to sell our small business and we needed smart advice. We went from have negligible savings to having our future secured within 6 months. Overall, we’re extremely happy with our strategy and can see gains as expected.
Discover how we help good earners create long-term wealth and financial freedom through smart financial planning and advice.
Retiring soon? This is a critical time. Find out how we help pre-retirees take the smartest steps towards their retirement.
Find out how we help self-funded retirees get more money AND peace of mind during retirement, without the hassles, headaches or silly risks.
