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.

🔸A Financial Adviser’s Favourite Finance Book 📚🔸Back before Kiyosaki went off the rails, he wrote a series of excellent ...
01/09/2026

🔸A Financial Adviser’s Favourite Finance Book 📚🔸

Back before Kiyosaki went off the rails, he wrote a series of excellent finance books that changed the course of my life! 🙌

The second book in his ‘Rich Dad, Poor Dad’ series covers the different ways you can bring money into your household and the benefits of finding more tax-efficient and flexible ways to do so. 💰

If you’re looking for a financial adviser to find more efficient ways your family can bring income to your household, maybe 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.

Photoshoot Win or Fail? 🤷
28/08/2026

Photoshoot Win or Fail? 🤷

19/08/2026

🔸Don’t leave your retirement to chance 😲🔸

It doesnt matter if you’re in your 30s, 40s or 50s..

Ignoring this aspect of your life is going to leave you in a worse position with less options. 👎

If you’re looking for a financial adviser to get things set up, 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.

🔸Financial Plan Delivery - 2026 Plan 4️⃣1️⃣🔸Mid 50s Couple, Barrister & Corporate roles, 2 kids in school, high incomes ...
14/08/2026

🔸Financial Plan Delivery - 2026 Plan 4️⃣1️⃣🔸

Mid 50s Couple, Barrister & Corporate roles, 2 kids in school, high incomes and minimal debt, need advice on how to capitalise and live comfortably 🤔

Back from my break 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 them! ✅

Our plan is bringing a heap of value by:
🔸Detailed Financial Modelling to assess future scenarios and to illustrate the pros and cons of each 🙌,
🔸 Tax minimisation investment strategies to make their wealth as efficient as possible for retirement 👍,
🔸 Saving 90% on fees in their Super - only $4k in year 1, but projected to be hundreds of thousands over time 📈
🔸Superannuation advice optimising contributions and reducing risk levels💰, and
🔸Comprehensive Insurance review to consider if the family needs a backup plan moving forward 👍

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.

🔸Past Adventure / Future Adventure🔸Spotted in my client’s house this morning:🟡 Gold Pins- Places they have taken their k...
13/08/2026

🔸Past Adventure / Future Adventure🔸

Spotted in my client’s house this morning:
🟡 Gold Pins- Places they have taken their kids, and
⚪️ Silver Pins - Places they look forward to.

Who needs one of these?! 🙋🏻‍♂️

10/08/2026

🔸Celebrating 10 Years of Financial Advice 🥳🔸

Time flies, but I have a sense I’ve only just gotten started 🙌

If you’re looking for a financial adviser with the experience to help you on your journey, maybe 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.


Delivering some “core mems” instead of orange folders for a couple of weeks.. Back soon! 🍊
29/07/2026

Delivering some “core mems” instead of orange folders for a couple of weeks.. Back soon! 🍊

Your 30s are a quietly powerful decade for money — not because you need to have it all figured out, but because small mo...
23/07/2026

Your 30s are a quietly powerful decade for money — not because you need to have it all figured out, but because small moves now compound BIG over time! 📈

Five questions worth pondering over a coffee ☕ ☕️

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General information only, not personal advice. Consider whether it’s right for you.

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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