Robert Holt
Financial Planner
Dip.FP
Melbourne
Experience
A financial planner with 28 years experience, Robert is well placed to provide tried and true advice to clients, taking into account personal situations, objectives and needs.
After working for the one of the big four banks in his earlier years Robert joined FM Financial in 2005 as a financial planner, has a diploma in financial planning from Deakin and is an associate member of the Financial Planning Association.
Robert’s clients are very important to him, and Robert aims to be conscious of their needs and wants. Financial Planning is not only a job but a responsible position in the lives of clients. Being aware of how integral money can be in shaping a person’s life and even that of their family so good listening and planning is given the priority it deserves
About Robert
Since the Demons won the flag in 2021 Robert’s interest in AFL has emerged from the ashes. At home Robert enjoys maintaining a neat, well landscaped garden and keeping the kelpie out of the roses.
Robert likes to bike ride regularly with a group of likeminded people, keeps him fit and mixing socially.
Services
Robert has expertise in a broad range of Financial Planning Services which include:
Retirement planning – creating a tailored retirement plan matching the clients’ preferences and sensitivities in the planning process, regularly adjusting the strategies to stay on track with a person’s goals and objectives.
Personal Insurance – One way to throw a spanner in the works is not having the insurance you need and when you need it. I find it very important in helping a client preserve and protect wealth and income, and not interfere with future goals.
Wealth protection – Analysing when and how to invest based on personalised goals and plans, what risk level is right for each individual and how does insurance support your plan.
Aged Care – Robert has a had to help many clients and their families understand how the financial side of aged care works and create a plan to suit individual needs.
Contact
Phone: 1300 763 544
Email: fmmelbourne@fmfinancial.com.au