Our company vision and advisor approach towards servicing your financial needs every step of the way.
Advisors to the Professionals
Here at Robertson Group Australia (RGA), we are a “boutique” financial services group dedicated to providing quality financial advice to our professional clientele.
Established in 1991, RGA services the total financial needs of high net worth individuals, sophisticated investors and healthcare professionals including Doctors, Pharmacists and Dentists, Australia-wide.
Our mission is to assist clients to make wise choices with their money and keep their financial house in order. As such, we make an uncompromising commitment to providing a high standard of service, giving clients total control over their finances while freeing up their time to devote to other life pursuits.
We pride ourselves on drawing from best practice in a variety of financial fields, coordinating a team of specialists dedicated to assisting clients to achieve their financial objectives.
We look forward to working with you.
How We Work
At this introduction meeting, we will discuss your current overall situation and determine if we believe you will benefit from receiving our financial planning services. Our fee structure and review service levels are also discussed with you as an overview of your requirements and expectations.
The Fact Find component involves the completion of a confidential questionnaire during a one-on-one consultation with an RGA Advisor. Specifically, this is where we work with you to establish your personal goals and objectives that form the basis for the financial analysis and recommendation of your personal financial plan.
Statement of Advice
Based on the Financial Analysis, we will conduct an in-depth review of the information gathered before generating a proposal document known as a Statement of Advice. This document details the recommendations for your consideration and approval.
This is the most complex area of your financial plan. When you have agreed to and authorised the proposed recommendations, we will facilitate the complete implementation of the recommended strategies. In accordance with the services engaged, we will ensure that throughout this process, the placement of your investments, superannuation, risk management and/or estate planning are directed in your best interests.
The success of any financial plan is solely dependent on how it can cater for changes to your lifestyle and to your personal goals. As such, a review program serves to play an integral role by ensuring your goals and objectives are achieved. Together, we will invest considerable time into thoroughly establishing, managing and reviewing your financial plan moving forward.
Financial Services Guide
The Robertson Group Australia Financial Services Guide (“FSG”), a document to keep you informed of the matters surrounding our relationship and the portfolio of services we offer.