About Us

Robertson Financial Planning (RFP) is a boutique local and family owned financial planning practice with a wealth of experience in providing advice to a wide range of clients, from those just starting to build their wealth to our long term clients who have secured their financial future.   As a referral based business, RFP places the emphasis on building long term relationships with our clients.  It speaks for itself that our clients are long term, and a very high proportion of them have been referred to us by existing clients. 

Greg and Joanie Robertson founded Robertson Financial Planning in 1997 with the goal of providing unbiased, accurate and personalised advice.  Over 15 years later Robertson Financial Planning continues to provide the best quality advice to a wide range of long term clients and their families. 

At Robertson Financial we evaluate the unique goals and needs of our clients to create strategic, personalised and high quality financial advice.  By doing so we develop long lasting relationships as we help our clients to achieve financial freedom. 

As part of our service guarantee we offer a cost free initial consultation.  This allows you to make a fully informed decision about moving forwards with us, on your own path to financial freedom.