About us
R&R Wealth Solutions is a privately owned financial planning firm located in the Cockburn area. 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
Director
R&R Wealth Solutions Pty Ltd
Apart from being a CERTIFIED FINANCIAL PLANNER ® Professional, 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, after beginning his career there in 1999. He is also a member of the Financial Planning Association.
Outside of work Paul is married with 3 young children. He enjoys keeping fit and in July 2017 completed the Kokoda Track. Paul also likes AFL and is a member of the Fremantle Dockers.
Service team
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 and then arranging annual On Track meetings.
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.