Robert Rich CFP - Financial Adviser

Robert Rich CFP - Financial Adviser Providing Award Winning Financial Advice to families around Australia including Super, Investments, Retirement Modelling and Insurance

Provider of upfront and ongoing holistic financial advice to clients including Superannuation, Investments, Personal Insurance and Financial Modelling.

🔸Financial Plan Delivery - 2026 Plan 3️⃣3️⃣🔸Late 30s couple, young children, need a plan for lazy money and to set up fo...
04/06/2026

🔸Financial Plan Delivery - 2026 Plan 3️⃣3️⃣🔸

Late 30s couple, young children, need a plan for lazy money and to set up for an early retirement 🥳

WFH today to deliver our recommendations and to educate our clients on the strategies to set them up for the future 🙌

Let’s see how we helped her! ✅

Our plan is bringing a heap of value by:
🔸 Establishing the strategies to activate their money in the most tax efficient way possible 🥳
🔸 Providing 3 modelling scenarios to confirm work is optional and to look at property options 🏡,
🔸 Saving 81% ($2,000/yr) on the fees in their Super💰, and
🔸 Comprehensive Insurance review to ensure they have a backup plan if things go sideways 👍

If you’re looking for Australia’s hardest working financial adviser, it’s time we had a coffee! ☕ ☕

++++++++++++++++++++++++++++++++
This information is general in nature and does not consider your personal objectives, financial situation or needs.

Because of this, you should, before acting on the information, consider its appropriateness, having regard to your personal objectives, financial situation and needs.

🔸Financial Plan Delivery - 2026 Plan 3️⃣2️⃣🔸Early 60s couple, empty nesters, want to understand if work is optional 🤞Out...
02/06/2026

🔸Financial Plan Delivery - 2026 Plan 3️⃣2️⃣🔸

Early 60s couple, empty nesters, want to understand if work is optional 🤞

Out to our Chadstone office today to deliver our recommendations and to educate our clients on the strategies to set them up for the future 🙌

Let’s see how we helped her! ✅

Our plan is bringing a heap of value by:
🔸 Establishing the strategies to transition to retirement in the most tax efficient way possible 🥳
🔸 Providing modelling scenarios to confirm work is optional and to look at downsizing options 🏡,
🔸 Saving 83% ($8,519/yr) on the fees in their Super💰, and
🔸 Comprehensive Insurance review to ensure she has a backup plan if things go sideways 👍

If you’re looking for Australia’s hardest working financial adviser, it’s time we had a coffee! ☕ ☕

++++++++++++++++++++++++++++++++
This information is general in nature and does not consider your personal objectives, financial situation or needs.

Because of this, you should, before acting on the information, consider its appropriateness, having regard to your personal objectives, financial situation and needs.

🔸Financial Plan Delivery - 2026 Plan 3️⃣1️⃣🔸Early 60s woman, still enjoying working in corporate role, needs to set up t...
02/06/2026

🔸Financial Plan Delivery - 2026 Plan 3️⃣1️⃣🔸

Early 60s woman, still enjoying working in corporate role, needs to set up the transition phase to retirement 👍

Online delivery of our recommendations today to educate our client on the strategies to set her up for the future 🙌

Let’s see how we helped her! ✅

Our plan is bringing a heap of value by:
🔸 Establishing the strategies to transition to retirement in the most tax-efficient way possible 🥳,
🔸 Providing modelling scenarios to consider options around retirement dates and home purchase prices 🏡,
🔸 Saving 71% ($2,635/yr) on the fees in her Super💰, and
🔸 Comprehensive Insurance review to ensure she has a backup plan if things go sideways 👍

If you’re looking for Australia’s hardest working financial adviser, it’s time we had a coffee! ☕ ☕

++++++++++++++++++++++++++++++++
This information is general in nature and does not consider your personal objectives, financial situation or needs.

Because of this, you should, before acting on the information, consider its appropriateness, having regard to your personal objectives, financial situation and needs.

Are Australians overestimating their retirement nest egg needs?Was happy to chat with Keith Ford about the recent Coloni...
01/06/2026

Are Australians overestimating their retirement nest egg needs?

Was happy to chat with Keith Ford about the recent Colonial First State report: Rethinking Retirement.

The families we work with often overestimate the amount of money they require for a comfortable retirement and it's one of the best parts of my job to deliver the good news that they don't need as much as they think (or need to work as long as they thought! 😉 )

The articles are well worth the read if you're approaching retirement, links to my chat with Keith and the CFS report below:

Families in Victoria - Head over to the Services Vic website to make your claim 🙌
31/05/2026

Families in Victoria - Head over to the Services Vic website to make your claim 🙌

🔸Financial Plan Delivery - 2026 Plan 3️⃣0️⃣🔸Late 30s couple, successful health business owners in need of a plan for sur...
29/05/2026

🔸Financial Plan Delivery - 2026 Plan 3️⃣0️⃣🔸

Late 30s couple, successful health business owners in need of a plan for surplus cashflow, future kids and comfortable lifestyle 👍

Out to deliver our recommendations today to educate our clients on the strategies to keep them growing in the future 🙌

Let’s see how we helped them! ✅

Our plan is bringing a heap of value by:
🔸 Establishing the strategies to grow their wealth separate to their business 🥳,
🔸 Providing modelling scenarios to consider options around retirement dates and home purchase prices 🏡,
🔸 Saving 56% on the fees in their Super💰, and
🔸 Comprehensive Insurance review to ensure they have a backup plan if things go sideways 👍

If you’re looking for Australia’s hardest working financial adviser, it’s time we had a coffee! ☕ ☕

++++++++++++++++++++++++++++++++
This information is general in nature and does not consider your personal objectives, financial situation or needs.

Because of this, you should, before acting on the information, consider its appropriateness, having regard to your personal objectives, financial situation and needs.

🔸Financial Plan Delivery - 2026 Plan 2️⃣9️⃣🔸Single 50s woman, one adult daughter, recent inheritance and need a review t...
21/05/2026

🔸Financial Plan Delivery - 2026 Plan 2️⃣9️⃣🔸

Single 50s woman, one adult daughter, recent inheritance and need a review to make sure they can retire at 60 👍

Online meeting today to deliver our recommendations and to educate our client on the features and benefits of the advice 🙌

Let’s see how we helped her! ✅

Our plan is bringing a heap of value by:
🔸 Establishing the strategies to make stopping work at 60 viable 🥳,
🔸 Providing 5️⃣ different modelling scenarios to consider options around retirement dates and home purchase prices 🏡,
🔸 Saving $2.6k/yr on the fees in their Super💰, and
🔸 Comprehensive Insurance review to ensure they have a backup plan if things go sideways 👍

If you’re looking for Australia’s hardest working financial adviser, it’s time we had a coffee! ☕ ☕

++++++++++++++++++++++++++++++++
This information is general in nature and does not consider your personal objectives, financial situation or needs.

Because of this, you should, before acting on the information, consider its appropriateness, having regard to your personal objectives, financial situation and needs.

Some people would say the Federal Budget was a step in the right direction. Others would argue the Government missed the...
17/05/2026

Some people would say the Federal Budget was a step in the right direction. Others would argue the Government missed the mark. 🤔

One thing we can all agree on is a gold plated meme opportunity. I could sure use some help getting all these orange folders delivered! 🍊

Address

Suite 646, UL40, Level 2, 1341 Dandenong Road
Chadstone, VIC
3148

Opening Hours

Monday 7am - 5pm
Tuesday 7am - 5pm
Wednesday 7am - 5pm
Thursday 7am - 5pm
Friday 7am - 5pm
Saturday 7am - 5pm
Sunday 7am - 5pm

Telephone

+61411023954

Website

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