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Robertson & Associates Financial Planning

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Trading for 20 years

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About Robertson & Associates Financial Planning

Robertson & Associates Financial Planning is a boutique financial planning practice that operates on a fee-for-service basis. Whilst being located on the beautiful Mid North Coast, our Forster financial planners service clients all over Australia. At Robertson & Associates Financial Planning we work in the clients best interest and prefer to choose the most appropriate solution to meet your goals and objectives. That means a stronger adviser-client relationship, supported by extensive resources and experienced financial planners with expertise in a wide range of wealth management disciplines. Astute financial planning is the key. Our aim is to tailor your financial plan to best suit your needs. We can also help with retirement planning and aged care advice. Our financial planner, Marcus Robertson are CERTIFIED FINANCIAL PLANNER™ practitioner who is a globally recognised mark for financial planning professionals. We continue to update our knowledge through ongoing professional training enabling us to be informed of industry information allowing us to give you the best possible service. The team has 40+ years combined experience of working with clients across the financial spectrum.

Services

  • Retirement Planning & Review Service

  • Superannuation Advice

  • Investment Advice

  • Share Placement

  • Self Managed Superannuation Funds

  • Portfolio Review

  • Personal & Business Insurance

  • Estate Planning

  • Share Trading & Advice Service

  • Aged Care Advice

  • Privately Owned Business

  • Life & Income Protection Insurance

  • Enduring Power of Attorney

  • Portfolio Management

  • Pension Planning

  • Wealth Management

  • Insurance Purchase Consulting

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Location

Unit 11 41 Wharf St, Forster NSW

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Ways to Pay

  • cash icon

    Cash

  • eft icon

    EFT

Licences

  • Certified Financial Planners

  • Members of the Financial Planning Association of Australia

  • Authorised Representatives of Paragem Pty Ltd ABN 16 108 571 875

  • Australian Financial Services Licence No 297276

  • Accredited Self-Managed Super Fund Specialists

  • Corporate Authorised Representative (ASIC No.342624)

Frequently Asked Questions

What kind of services do you offer?

The advisers at Robertson & Associates will guide you through the most effective investment choices to build and protect your wealth by providing advice in the following areas; investment advice, retirement planning, superannuation, portfolio review, personal and business insurance, estate planning and share trading advice.

Do you offer collabortions?

We work closely with other trusted professionals including accountants and lawyers as required in developing and implementing strategies for our clients.

Robertson & Associates Financial Planning