Robert Rich CFP - Financial Adviser

15/10/2026

🔸Financial Plan Delivery - 2026 Plan 4️⃣6️⃣🔸

Late 50s Couple, Praying that work is optional 🙏

Out to Bentleigh 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:
🔸 Financial Modelling to show work is optional under two different scenarios 🙌,
🔸 Strategies to invest recent inheritance and comfortably live off the proceeds 👍,
🔸 Saving 88% (over $5k every year) on fees in their Super 📈, and
🔸 Superannuation advice optimising contributions and reducing risk levels 💰.

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.

15/10/2026

Two protagonists on a mission to save the families of Australia.

14/10/2026

🔥🔥🔥

🔶 2026 IFA Award Finalists 🔶
They say good things come in threes..
In our third year, we celebrate being announced as a finalist in three different categories for the 2026 IFA Excellence Awards:
1️⃣ Client Servicing Company of the Year,
2️⃣ Adviser of the Year - Vic (Robert Rich), and
3️⃣ Network Impact Adviser of the Year (Robert Rich)
Robert Rich CFP - Financial Adviser and Alexis Kavaliotis - Financial Adviser will be dusting off their formal wear and heading up to Sydney in December to see if we can bring another trophy home for the cabinet 🤞

13/10/2026

20% increase in a year?! 🫣

A friend of mine sent this to me asking if there was anything we could do.. 🤔

Looks like a good opportunity for our Insurance Review process:
✅ Calculate how much cover is actually appropriate based on their specific circumstances,
✅ Compare the top 10 providers in Australia,
✅ Complete a series of Pre-assessments to make sure we can get the best deal,
✅ Consider adjusting existing policies, and
✅ Help them through the application process.

If you’re looking for a financial adviser to review your policies and make sure you have the best deal in the market, 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.

11/10/2026

🔸Financial Plan Delivery - 2026 Plan 4️⃣5️⃣🔸

Early 60s Couple, Just finished work and in need of a financial tidy-up so they’re set for retirement 🥳

Out to Mooroolbark 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:
🔸 Financial Modelling to show their money won’t run out 🙌,
🔸 Strategy to allocate recent inheritance and comfortably live off the proceeds 👍,
🔸 Saving 50% on fees in their Super 📈, and
🔸 Superannuation advice optimising contributions and reducing risk levels 💰.

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.

08/10/2026

Have you ever had a meeting with your future self? 🤔

Imagine the stories, the experiences, the regrets! 😬

My happiest clients are having regular thoughts about their future-selves 😎

They try to understand what happiness will look like in 10 or 20 years and they are focused@on planting the seeds now so they can reap the rewards in the future 🌱

If you’re looking for a financial adviser to set up your future-self, it’s time we had a coffee.. ☕️☕️

06/10/2026

🔸Financial Plan Delivery - 2026 Plan 4️⃣4️⃣🔸

Mid 50s Couple, seeking advice on how much longer they need to work and future inheritances 🤔

Out to Brunswick 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:
🔸3 x detailed Financial Modelling scenarios to show them when work is optional 🙌,
🔸 Tax minimisation investment strategies to make their wealth as efficient as possible for retirement 👍,
🔸 Saving 90% on fees in their Super - projected to be hundreds of thousands over their retirement 📈
🔸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.

06/10/2026

🔸Financial Plan Delivery - 2026 Plan 4️⃣3️⃣🔸

Early 60s Couple, unnecessary SMSF and seeking my approval to slow down and stop working ASAP 🤔

Out to Ringwood East 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 show them work is optional 🙌,
🔸 Tax minimisation investment strategies to make their wealth as efficient as possible for retirement 👍,
🔸 Saving 90% on fees in their Super - projected to be tens of thousands over their retirement 📈
🔸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.

03/10/2026

Celebrating today at my client’s Retirement Party with their family, friends and the best damn sticky date pudding you’ve ever had 🥳

23/09/2026

🔸What’s Your Plan? 🤔🔸

Did some modelling for clients this week who were considering a Grammar school for ELC4 - Year 12 📚

They knew it was going to cost a pretty penny, but they hadn’t thought about these fees being paid with ‘after tax dollars’, meaning they need to earn about double the amount each year to pay the fees! 🫣

We’re setting up a tax-efficient investment strategy to subsidise some of these fees and to relieve some of the payment pains 🥳

If you’re looking for a financial adviser to set your family up for the future, 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.