R&R Wealth Solutions - Cockburn Central, Western Australia

R&R Wealth Solutions is a prominent financial planner located at 3/35 Tamara Dr, Cockburn Central WA 6164, Australia. They can be reached at 894173881 or through their website. This company specializes in offering financial planning services and has garnered a strong reputation, as evidenced by their 5/5 average rating from customers on Google My Business.

Overview

R&R Wealth Solutions is a well-established financial planning firm that provides tailored advice and strategies to help individuals achieve their financial goals. Their experienced team aims to build strong relationships with clients, offering personalized solutions to address their unique needs and circumstances.

Servicing and Options

The company offers a range of financial planning services, including retirement planning, investment management, superannuation, and insurance. They also provide ongoing financial advice and support, ensuring that clients' financial goals remain on track. Appointments are recommended, and the firm is wheelchair-accessible, featuring a wheelchair-accessible car park and toilet.

Client Testimonials

Many clients have praised R&R Wealth Solutions for their exceptional service and expertise. Paul and his team have been described as helpful, reliable, and responsive, while Clayton has been commended for his clear explanations and exceptional advice.

Summary

R&R Wealth Solutions is a reputable financial planner in Cockburn Central, WA, providing personalized services to help individuals achieve their financial objectives. With a strong focus on client relationships, the company offers a range of services, including retirement planning, investment management, and insurance. Their 5/5 average rating on Google My Business attests to their dedication to providing top-quality financial advice.

👍 Reviews of R&R Wealth Solutions

Dot M.

5/5

Paul and his team have very helpful to me during a very difficult time. I can contact them at any time, nothing is ever too much trouble for them. I would highly recommend them to anyone who is needing financial advice. Thank you Paul and your team.
Dot McKean

Richard S.

5/5

Clayton has been excellent in working with us over the last 18 months. He is clear and detailed in his explanation. His advice and expertise is of an exceptional standard. Highly recommended.

Peter B.

5/5

Clayton from R&R Wealth Solutions has been extremely helpful. His advice is clear and understandable and places my financial best interest front and centre. I recommend him very highly!

brent F.

5/5

My wife and I are very happy with Paul and his advise. He speaks in easy to understand terms and makes you feel at easy. By following Paul’s advise and plans we are feeling a lot more confident in our future.

Sam C.

5/5

Paul was recommended to my husband and I by a friend and we are very grateful for the recommendation! Paul has provided us with excellent advice over the past few years regarding superannuation, investment strategy, tax, insurance and general financial planning. He answers any questions promptly and clearly in a way we understand. Also, his Client Experience Manager, Almitra is great – very helpful and efficient. We would definitely recommend R&R Wealth Solutions for anyone seeking financial advice and we look forward to continuing to use Paul’s services in the future.

Geoffrey R.

5/5

We have always felt confident with the advice that Clayton has given us. He has been able to explain his advice and the reasons for the actions recommended in clear and plain terms to people like us who have no real background or experience in dealing with financial issues. We feel confident that his advice has been significantly beneficial to our financial situation. Clayton is also quick to respond to any communications we send and is always willing to meet and discuss any ideas. We are very happy with the service he provides.
Kind Regards
Craig and Leasa Ashton

Robert B.

5/5

Paul Robertson is a very highly sought after experienced Financial adviser who owns a exceptional professional business.
His advise was clear, easy to understand and very well documented.
I have been looking for a long time to find such a professional Financial Adviser that ticks all the boxes.
Thank you Paul

Irene J.

5/5

Paul Robertson has provided valuable information when
helping us navigate the complexities of retirement planning and investment management.
His deep expertise in retirement strategies, tax optimisation, and wealth preservation has allowed us to make informed decisions and achieve our long-term goals. He took the time to thoroughly understand our circumstances, risk tolerance, and objectives, then provided solutions to our needs.
Paul has commitment to our financial well-being and is always available to answer questions, discuss new opportunities, and provide guidance during times of market volatility. His proactive approach and transparent communication have given us a sense of security and peace of mind.
Thanks to his expertise and diligent efforts, we feel prepared for a comfortable and fulfilling retirement. We highly recommend his services to anyone wanting a trusted financial partner who can help them achieve their long-term financial goals.