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Andrew Robards
Robards Wealth Management Pty Ltd
ABN: 69 130 216 447
Andrew Robards (AR 259591) and Robards Wealth Management Pty Ltd (CAR 325120) are Authorised Representatives of Wealth Today Pty Ltd
AFSL No. 340289
58 Kings Park Road, PERTH WA 6000
Contact Details
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As a Newcastle-based financial advisor and mortgage broker, I hear many stories from my clients of plans they wish they had in place. Life can change so quickly with a new job, getting married, buying a home, having a family, and the unforeseen. All these events can have a significant impact on your lifestyle.
Even though naturally you always make things work out, the feeling of financial independence takes some of the worry away when these life changing events are upon us. So one question I ask my clients is “what is financial independence to you?”
Financial independence means so many different things to so many of my clients. My role as your Financial Advisor is take the time to understand you, your aspirations and to be your dependable partner throughout the journey. Well beyond any initial service, our support and guidance, can ensure we achieve what is important to you.
Philosophy
Philosophy
Our philosophy is that with only minor refinements you can achieve a real difference to your outcomes by taking control of your financial situation today.
When establishing Robards Wealth Management, I was concerned with how I could remain connected to industry developments and best practice. This is why I partnered with the OpenDoor Financial Centre. Their proven record and administrative support will ensure we can assist you with all your personal financial matters, such as:
- Understanding your cash flow through personalised budgeting.
- Ensuring that you are getting the best out of your mortgage.
- Protecting your income and your family with personal insurances.
- Working together to create wealth and financial freedom.
- Freedom to enjoy your retirement lifestyle.
Our commitment is to develop long-term relationships with our clients and to focus on the advice.
Whether you are a professional or a working family, we are committed to assisting you to achieve what is important to you.
Our financial planning and mortgage broking services include investment strategies, savings plans, gearing, investment and funeral bonds, superannuation, income streams, Centrelink, and our ongoing review service.
Please give our office a call to make an appointment to discuss your situation, which is completely confidential and at no obligation to yourself.
Disclaimer
This website is published by Andrew Robards and Robards Wealth Management Pty Ltd. Andrew Robards AR 259591 and Robards Wealth Management Pty Ltd CAR 325120 are authorised representatives of Wealth Today Pty Ltd (ABN 62 133 393 263), AFSL 340289. The information contained in this website and any of the resources available through it including eBooks, fact sheets and seminars (‘Content’) has been prepared for general information purposes only and is not (and cannot be construed or relied upon as) personal advice. No investment objectives, financial circumstances or needs of any individual have been taken into consideration in the preparation of the Content. Financial products entail risk of loss, may rise and fall, and are impacted by a range of market and economic factors, and you should always obtain professional advice to ensure trading or investing in such products is suitable for your circumstances. Under no circumstances will any of Robards Wealth Management Pty Ltd, Wealth Today Pty Ltd, its officers, representatives, associates or agents be liable for any loss or damage, whether direct, incidental or consequential, caused by reliance on or use of the Content. This Content is restricted to Australian residents and is for the intended recipient only. From time to time, Andrew Robards and Robards Wealth Management Pty Ltd representatives or associates may hold interests in or transact in companies or products mentioned herein, and may receive fees or other benefits, in connection with the making of any recommendation or facilitating a transaction in such companies or products.