 Financial Planning
(Member
of Count AFSL 227232)
Our Financial Planners design strategies for creating and increasing multi generational wealth, to provide peace of mind and quality of life. The role of the Financial Planner is now well established and a vital component in achieving success and meeting financial goals. Our objective is to build a long term personal relationship based on trust, experience and sound technical ability.
Through our integrated approach to delivering professional services, we are able to incorporate a wide range of quality advice and support including taxation, succession planning, risk management and estate planning. Achieving financial success is about planning and discipline. We believe in developing a professional relationship which involves regular contact and reporting to ensure you keep on track.
Quick Links to Information on this page:
.: Client Investment Review Service
.: Initial Consultation
.: Development of Financial Planning Strategy
.: Implementation of Your Investments
.: Investor-care Support Services
.: Investment Reports - Quarterly, Biannual or Annual
.: Make Necessary Changes
.: Our Website
.: Client Newsletters
.: Call Us Any Time
.: Client Briefings and Seminars
.: Stockbroking Facility
Client Investment Review Service
RCG aims to provide our clients with the best possible service through:
- Accessibility
- Efficiency
- Reliability
- Responsiveness
- Friendliness
In the process of achieving these services we promise to provide you with the
courteous, personal and professional service you deserve.
Our Client Service Package is designed to keep you in control by making sure that your strategy will satisfy your needs now and into the future.
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Initial Consultation
The initial consultation is designed to determine your “investor risk profile”, outline your current financial situation and determine your objectives for the future. Our initial consultation with you is at no cost and at no obligation.
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Development of Financial Planning Strategy
A full financial plan will be designed for you to achieve and maximise your financial goals. As part of this plan we cover your taxation planning, income requirements, investments, insurance, estate planning, disclosure of costs and other planning matters relating to your situation.
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Implementation of Your Investments
The implementation and processing of your investment portfolio will be completed by our administration team, hence, you don’t have to worry about completing any paperwork, including Centrelink forms if applicable.
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Investor-care Support Services
Whilst our client investment review service is a vigorous and active ongoing care program we are able to augment our review program with following complementary services.
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Investment Reports - Quarterly, Biannual or Annual
Our investment reports are designed to keep you in touch with the growth of your portfolio.
Our comprehensive investment reports detail:
- Where your money is invested
- An up-to-date balance of your portfolio
- The performance of your fund(s) (including fund rating)
- Current research notes
- Your investor risk profile and investment mix
- Current recommendations to your portfolio
Please refer to our Investment Review Service schedule for further details.
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Make Necessary Changes
There will be times when you need to fine tune your portfolio to make sure it continues to meet your needs. We will identify
and notify to you any changes that need to be made and we’ll make these changes for you.
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Our Website
Our internet website is another way to access your account information and history or ask us any questions you may have
at www.robson.com.au or alternatively you can email us at - mail@robson.com.au.
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Client Newsletters
Our newsletters allow you another opportunity to keep up-to-date with the financial markets. You will receive newsletters quarterly and special briefing editions if the need arises.
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Call Us Any Time
You may have questions about your portfolio or an opportunity for investment. We are available to speak to you at any time. If you think we can help, don’t hesitate to call us.
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Client Briefings and Seminars
Our seminars are provided to you to gain further investment and financial planning knowledge. Our topics range over different areas of financial planning and are presented by leading fund managers.
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Stockbroking Facility
Our stockbroking service provides you with the ease and convenience to purchase or sell shares, receive stock market updates and current research and receive regular weekly updates.
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