"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.
Rob had more than 20 years’ experience in some of Australia’s leading financial institutions before launching his own successful practice in 2003 in Noosa Heads on Queensland’s Sunshine Coast.
Rob has been using the CARE investment philosophy for over 15 years and has helped him in managing clients’ investments through the Global Financial Crisis. Through his own practice, Rob recognised a need to give clients aged 35 to 50, who are considered to be in an ‘accumulation’ phase of their financial life, a simple, structured and successful way of building wealth for retirement. From here he created Pathway to Wealth – the simple steps to financial success. The program achieved recognition as a 2009 Finalist of the Asset Innovation Awards hosted by the Australian Financial Review.
Rob’s achievements in the financial industry and also as a business strategist have been recognised through a number of awards, including most recently Financial Planner of the Year, 2010 and national Top Producer in 2011 for his previous dealer group. In November 2011, he was runner up in the Money Management Financial Planner of the Year awards, announced at the FPA Annual Conference.
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.
