Robert Grigg (Director & Client Advisor)
B.Bus Accounting & Banking & Finance, Adv Dip FS (FP)
FASEA – Financial Adviser Examination – Pass/Competent
FASEA – Education Pathway – Standard complete.
Robert has over 40 years of financial services experience from 20 years with several banks and owning his own practice since 1999. Robert takes an authentic pragmatic approach to client tasks and projects and he is particularly well versed in strategic financial planning, investment strategy, superannuation & life insurance protection. Robert experiences great satisfaction in making a difference in his clients’ lives through quality advice, product & no-nonsense approach to his client’s needs.
Our Values as a Financial Advisor
Ethical – Our rules, standards, and principles, across the board, are practiced with staunch ethics that do not and will not differ from one client to the next.
Respect – Circumstances will never determine how we treat our clients. Each of our clients is considered an asset to our firm.
Build trust – Honesty, and integrity to do as we say are the cornerstone to building long-lasting relationships with our clients. We find it important to take the time to get to know not only your goals and financial aspirations but also on a personal level.
Integrity – We will always provide advice on what we know and refer clients to specialists on issues we don’t know. We only want what’s best for you.
In my spare time, I ride my bike and support cycling charity events, annually participating with Tour de Cure & Peter MacCallum Cancer Centre. I drive a ’72 ZD Fairlane with a couple of Wally’s in the Variety Bash – through outback Australia, raising money for disabled kids & disadvantaged families and volunteer with Earthcare St.Kilda as a Penguin guide on the St.Kilda breakwater.
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