Knowledge, Experience, Integrity

Overview

At Robertson de Rooy & Associates we are committed to doing what is best for our clients. That means a strong adviser - client relationship, supported by extensive resources and experienced financial planners with expertise in a wide range of wealth management disciplines.

We work closely with you to understand your current situation, future goals and aspirations. Astute financial planning is the key. There is no substitute for a well thought out plan that is flexible enough to see you through the ups and downs of life. Our aim is to tailor your financial plan to best suit your needs. We deliver personal service backed by an unwavering dedication to professional integrity.

The advisers at Robertson de Rooy & Associates will guide you through the most effective investment choices to build and protect your wealth by providing advice in the following areas;

  • Investment advice
  • Retirement planning
  • Superannuation
  • Self Managed Superannuation Funds
  • Portfolio Review
  • Personal & Business Insurance
  • Estate Planning
  • Share Trading and Advice Service

We work closely with your other trusted professional advisers (accountants & lawyers) as required in developing and implementing these strategies.

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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.