Services

Get Started

Start a Conversation

Our story starts like yours. A dream. A purpose. A leap.   R&R Wealth Solutions is a privately owned financial planning firm located in the Cockburn area. We are conveniently located to nearby suburbs of Atwell, Success, Aubin Grove, Hammond Park, Yangebup and Coogee. We have no ownership ties to banks or other financial institutions. Being a client centric advice firm, we personally believe in and follow our philosophy and services offered to clients. Our financial advice is based on the premise that by simplifying your financial decisions, you are empowered to make more informed, confident and better choices. This allows you to focus on what matters most in your life. R&R Wealth Solutions uses primarily a fixed fee for service pricing philosophy which will be discussed with you before engaging our services. Our fees are determined by various factors including: value delivered to our client’s financial position, complexity involved, services you require, identifying and mitigating risks to meeting your goals. We understand that not everyone is ready for or require all the services we offer initially or on an ongoing basis just yet. Therefore you can elect to engage R&R Wealth Solutions on Project Specific Planning to help address certain aspects of your affairs.

Paul Robertson Managing Director R&R Wealth Solutions Pty Ltd Apart from being a CERTIFIED FINANCIAL PLANNER ® Professional and member of the Financial Advice Assocation of Australia (FAAA), Paul also holds a Graduate Diploma in Financial Planning and a Bachelor of Commerce degree (in Finance and Economics). Paul was previously a Senior Financial Planner for NAB where he worked for 13 years in financial planning, leaving NAB in 2018 to start R&R Wealth Solutions. Outside of work Paul is happily married to Stacey with 3 children, a member of the Fremantle Dockers, and coaches his 2 boys basketball teams. He enjoys keeping fit and in July 2017 completed the Kokoda Track.

Clayton Reimers Director R&R Wealth Solutions Pty Ltd Clayton holds a Double Degree in Finance and Economics, as well as a Diploma and Advanced Diploma in Financial Planning. He also holds specialist accreditations in SMSFs and Margin Lending. Clayton has been providing advice since 2015, starting initially in a large banking organisation and then moving onto boutique advisory firms. He has extensive experience providing advice to people accumulating wealth, pre-retirees, retirees, small business owners and high net wealth individuals. Clayton enjoys family time at every opportunity and is happily married to Sheralee, with two beautiful daughters who keep the family very active with their cheerleading competitions nationally. He is also a Christmas enthusiast with his house being covered in lights and decorations for the neighbourhood to enjoy. His family has raised tens of thousands of dollars for Perth Children’s Hospital and even taken out several Christmas lights competitions.

Client Experience Team Almitra is our Client Experience Manager and is the diligent, caring and bubbly personality that brightens the office and our clients day. Another valuable member of this team is Stacey, who works diligently to ensure all your service agreements and payments are processed in a timely manner. Both Almitra & Stacey are also proud mothers of 3 beautiful children each. Their purpose is to ensure your experience goes as smooth as possible. From the first explore meeting, to helping empower you to take control of your finances in the Personal Finance Portal, and arranging your On Track meetings with us. They manage the administration of your financial affairs and are happy to answer any queries you may have. We co-ordinate all paperwork and ensure your financial instructions are actioned accordingly.

Advice Delivery Team   This team ensures your advice is delivered in a timely and efficient manner and importantly in language that is easy to understand and follow. Our process is both dynamic and rigorous, ensuring your advice is of the highest quality. Not only should you understand why and how the advice benefits you, but why other alternatives that were considered were not recommended.

PASSION BECOMES PURPOSE WITH A PLAN PASSION BECOMES PURPOSE WITH A PLAN PASSION BECOMES PURPOSE WITH A PLAN PASSION BECOMES PURPOSE WITH A PLAN PASSION BECOMES PURPOSE WITH A PLAN  

Important Information  

Personal Finance Portal Flyer

Complaints Policy