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.
Robson Partners Pty Limited ABN 85 136 858 190 (Member of Count AFSL 227232)
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
Why Choose Us?
We're on your side
After listening to you, we'll recommend investments based on their suitability to your specific needs.
Highly experienced professionals
To be eligible to join the Count network, our advisers must meet strict criteria and undergo comprehensive, ongoing training and audits. Robson Partners currently have two Senior Wealth Advisers. The Senior Wealth Adviser designation rewards advisers who continue to improve their skills and knowledge, and in turn clients benefit from higher quality advice and service.
Stringent research process
Each and every product we recommend has passed a thorough research process starting with an assessment. We do not recommend investments that we would not invest our own money in.
Pay less tax
As Accountants we understand tax and can ensure you take advantage of strategies to legally reduce tax – advice most financial planners are not qualified to give!
Save you time
Our comprehensive advice saves you time and the hassle of visiting a number of different financial professionals. We can advise you on financial planning, investments, loans* and wealth protection.
Big enough to trust – Small enough to care
Robson Partners Pty Ltd ABN 85 136 858 190 provides financial planning services as an Authorised Representative of Count. 'Count' and 'Count Wealth Accountants' are trading names of Count Financial Limited ABN 19 001 974 625, AFSL No. 227232, a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited.
General advice warning: Any advice provided on our website is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making any investment or financial planning decisions on the basis of this advice, you should consider how appropriate the advice is to your particular needs, and objectives. You should also consider any relevant Product Disclosure Statement before making any decision relating to a financial product.
Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.
*Lending services are authorised by Finconnect (Australia) Pty Ltd ABN 45 122 896 477 Australian Credit Licence No. 385888 a wholly owned subsidiary of Count Financial Limited.