Robert Rich CFP - Financial Adviser

15/06/2026

🔸Financial Plan Delivery - 2026 Plan 3️⃣4️⃣🔸

Late 30s single male, no children, need a plan for lazy money and to consider if investing in property is the right move 🤔

Out to deliver our recommendations and to educate our client on the strategies to set him up for the future 🙌

Let’s see how we helped him! ✅

Our plan is bringing a heap of value by:
🔸 Establishing the strategies to activate their money in the most tax efficient way possible 🥳
🔸 Providing 2 detailed modelling scenarios to look at property options 🏡,
🔸 Saving 75% ($1,443/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! ☕ ☕

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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.

09/06/2026

🤔

Planning for school fees starts long before the first day of prep✏️
By making small, consistent contributions over the next 15 years, this young family is on track to save around 50% on future school fees.

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! ☕ ☕

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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.

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.

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.

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:

31/05/2026

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

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.