The reason I get up everyday is because I am passionate and excited about helping individuals, families and businesses find holistic solutions to creating long term wealth and success.
I use a diverse range of skills acquired over 18 years gained from experience in Financial Planning, Superannuation (SMSF), Accounting and Taxation,Finance, Insurance, Estate planning and Business.
My key strength is the ability to come up with practical and value adding solutions that can assist families to reach their business, lifestyle and retirement goals.
I implement changes to improve a clients current financial situation and set short, medium and long term future plans. I communicate with all of my clients regularly and have a close personal relationship with each and every one.
I believe a good adviser should be objective about the advice they provide and not just tell the client what they want to hear. I keep ahead of the latest investment trends.
I feel privledged that I am trusted by so many people and their families to deliver these outcomes.
I am proud to have been in the financial services industry long enough to know which asset classes and or products failed pre and post the Global Financial Crises. I want to help clients avoid and understand these cyclical risks and help them avoid making critical mistakes with their assets that can stop them from having a comfortable retirement .
Get in touch with Robert Koschel