Financial Adviser and Founder
Rob’s journey in the financial services profession began in 2006, assisting individuals in safeguarding what mattered most to them. However, his drive to help clients more comprehensively with their financial affairs led him to transition into holistic financial advice. Armed with a Bachelor of Business, majoring in Computer Software Design and a minor in Business Management, from the University of Southern Queensland, Rob combines technical knowledge with a deep understanding of clients’ needs.
Rob’s passion for helping clients enjoy their ideal retirement is evident in his personalized strategies and meticulous attention to detail. Balancing investment market movements, cash flow management, and intricate government legislation, he ensures your financial plans are aligned with your goals.
As a member of the Association of Independently Owned Financial Professionals (AIOFP), Rob stays updated on industry trends, legal developments, and adheres to the highest standards of professional conduct defined by the AIOFP Code of Ethics and Standards of Professional Practice. He has also taken the Banking & Finance Oath, reflecting his commitment to fulfilling the community’s needs and maintaining the trust placed in him.
Rob Laurie’s Qualifications
Our Commitment to Personalised Financial Planning
We are dedicated to providing personalised financial planning services tailored to meet your unique needs and goals. With our commitment to understanding your individual circumstances and aspirations, we strive to deliver exceptional financial guidance that empowers you to make informed decisions and achieve long-term financial success. That’s why we emphasise personalised financial planning as the foundation of our advisory approach. When you choose us, you can expect:
Individualised Attention
We take the time to listen and understand your financial situation, goals, and aspirations. By gaining a comprehensive understanding of your needs, we can develop a customised financial plan that addresses your specific requirements.
Tailored Strategies
Our experienced team of professionals will work closely with you to create personalised strategies that align with your goals. Whether you are planning for retirement, saving for your children’s education, or building wealth, we design strategies that are unique to your circumstances.
Comprehensive Analysis
We conduct thorough analyses of your current financial situation, including your assets, liabilities, income, and expenses. This enables us to provide you with a holistic perspective, identify areas of improvement, and recommend strategies that maximise your financial potential.
Benefits of Online Financial Advice
In today’s digital age, we understand the importance of convenience and accessibility. That’s why we have embraced an online approach to deliver our financial advisory services. Here are the benefits you can enjoy by working with Rob Laurie online:
Flexibility
With our online platform, you have the flexibility to access your financial information and communicate with us at your convenience. You can review your financial plan, track your progress, and make adjustments anytime, anywhere.
Time Efficiency
By eliminating the need for in-person meetings, our online approach saves you valuable time. You can receive financial advice, discuss updates, and access relevant resources without the constraints of scheduling physical appointments.
Enhanced Collaboration
Our online platform fosters seamless collaboration between you and our team. Through secure messaging and video conferencing, we ensure open and timely communication, enabling us to address your queries and provide guidance promptly.
Advanced Technology
We leverage cutting-edge financial tools and technology to streamline the financial planning process. Our online resources provide real-time data, investment insights, and financial simulations, empowering you to make well-informed decisions.
We are committed to putting your financial well-being first. With our personalised approach and online convenience, we aim to build a long-lasting partnership focused on your financial success. Contact us today to embark on a journey towards a secure and prosperous future.
