Expert advice and service

We have known Robert Taylor for more than thirty years and for the last 20 years Rob has looked after our financial planning requirements. We have been extremely happy with the expert advice, and service received during this relationship. Over the years our risk...

At last! The financial advisor I have dreamed of and can trust!

We are creative business owners who are great at what we do but have very little interest in the nitty-gritty of what it actually takes to build wealth – or even just be free of financial worries. And yet we sure know how to spend money! Over the years I have had...

Thorough, professional and he has earned my highest respect

In the short time I have come to know Rob and used his services as my financial advisor for my retirement plan, I have learnt so much about the world of investment. Rob is very thorough and professional and he has earned my highest respect for his approach to my...

A forward thinking and flexible professional

Rob has been our financial adviser for more than 10 years and he is always available to help.  He has extensive knowledge of the various products on the market and always recommend the best options suitable to individual or family needs.  We will continue to use his...