Robson Chartered Accountants Business & Finanical Advisors - Gosford - Central Coast - NSW

Investment Advice

Initial Meeting

Here at Robson Partners, we like to take a holistic view of our clients financial lives. Therefore in our first meeting, we will cover a variety of topics that are relevant to you to ensure you are maximising every opportunity available. With this information under our belt, we can then provide you with a personalised investment program.

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.

Client Investment Review Service

It is important to not ‘set and forget’ your investments and financial goals. That is why we offer our clients a formal review service, to ensure you are still on track to meet your desired outcome.

Robson Partners 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.

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.