Robert Rich CFP - Financial Adviser

🔸Financial Plan Delivery - 2026 Plan 4️⃣2️⃣🔸

Mid 40s Couple, Tradie and Coprorate roles, 1 young child and planning another, 3 investment properties, need advice on how to capitalise and live comfortably 🤔

Out on the road to deliver our recommendations and to educate our clients on the strategies to set them up for the future 🙌

Let’s see how we helped them! ✅

Our plan is bringing a heap of value by:
🔸Detailed Financial Modelling to assess future scenarios and to illustrate the pros and cons of each 🙌,
🔸 Tax minimisation investment strategies to make their wealth as efficient as possible for retirement 👍,
🔸 Saving 90% on fees in their Super - only $3k in year 1, but projected to be hundreds of thousands over time 📈
🔸Superannuation advice optimising contributions and reducing risk levels💰, and
🔸Comprehensive Insurance review to consider if the family needs a backup plan moving forward 👍

If you’re looking for Australia’s hardest working financial adviser, it’s time we had a coffee! ☕ ☕

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This information is general in nature and does not consider your personal objectives, financial situation or needs.

Because of this, you should, before acting on the information, consider its appropriateness, having regard to your personal objectives, financial situation and needs.

HFD 2026 😎

🔸A Financial Adviser’s Favourite Finance Book 📚🔸

Back before Kiyosaki went off the rails, he wrote a series of excellent finance books that changed the course of my life! 🙌

The second book in his ‘Rich Dad, Poor Dad’ series covers the different ways you can bring money into your household and the benefits of finding more tax-efficient and flexible ways to do so. 💰

If you’re looking for a financial adviser to find more efficient ways your family can bring income to your household, maybe it’s time we had a coffee? ☕ ☕

++++++++++++++++++++++++++++++++
This information is general in nature and does not consider your personal objectives, financial situation or needs.

Because of this, you should, before acting on the information, consider its appropriateness, having regard to your personal objectives, financial situation and needs.

Photoshoot Win or Fail? 🤷

🔸Financial Plan Delivery - 2026 Plan 4️⃣1️⃣🔸

Mid 50s Couple, Barrister & Corporate roles, 2 kids in school, high incomes and minimal debt, need advice on how to capitalise and live comfortably 🤔

Back from my break to deliver our recommendations and to educate our clients on the strategies to set them up for the future 🙌

Let’s see how we helped them! ✅

Our plan is bringing a heap of value by:
🔸Detailed Financial Modelling to assess future scenarios and to illustrate the pros and cons of each 🙌,
🔸 Tax minimisation investment strategies to make their wealth as efficient as possible for retirement 👍,
🔸 Saving 90% on fees in their Super - only $4k in year 1, but projected to be hundreds of thousands over time 📈
🔸Superannuation advice optimising contributions and reducing risk levels💰, and
🔸Comprehensive Insurance review to consider if the family needs a backup plan moving forward 👍

If you’re looking for Australia’s hardest working financial adviser, it’s time we had a coffee! ☕ ☕

++++++++++++++++++++++++++++++++
This information is general in nature and does not consider your personal objectives, financial situation or needs.

Because of this, you should, before acting on the information, consider its appropriateness, having regard to your personal objectives, financial situation and needs.