Knowledge, Experience, Integrity

How We Do Business

Your initial appointment is cost and obligation free. During this time we will sit with you to gain an understanding of your financial situation and how we can best assist you to meet your goals and objectives.

We then research the most appropriate investment and insurance solutions and present you with our recommendations. If you wish we can then upon agreement implement these recommendations in a cost effective and timely manner.

We predominantly offer a fee based service which operates in the same way as other professional advisers such as accountants and lawyers. Details of fees will be discussed during your appointment and we will provide a guide on the applicable fee before beginning the work.

Taxation rulings and documentation search

eWombat is a targeted search engine that only searches websites relevant to financial planners and accountants. A great resource to search for tax rulings, human services documents, etc.

Look up stock prices

What you need to know

The intention of this website is to provide general information only and it has been created for this purpose. In preparing the website, we have not taken into account the individual objectives or circumstances of any person. Legal, financial and other professional advice should be sought prior to applying the information contained on this website to particular circumstances. Robertson de Rooy & Associates does not guarantee the accuracy, reliability or security of the content within this site, which may change at any time without notice.