Hillross

Robert Holt
Financial Planner
FM Financial. Offices located in: Tasmania - Burnie, Devonport, Hobart, Launceston; Victoria - Wheelers Hill

I am passionate about developing and maintaining long-term relationships with clients, and believe these are achieved by always having an open and up front approach.

 

What's your idea of Financial Freedom?

Qualifications
& Memberships

  • Diploma of Financial Planning
  • Member - Financial Planners Association

Areas of
Expertise

Aged care
Insurance
Retirement
Superannuation
Wealth Creation

Coming from a banking background, I am a financial planner with over 20 years’ experience. I am well placed to provide tried and true advice to new and existing clients, taking into account their personal situation, objectives and needs in helping them reach their real financial goals. I specialise in developing strategies in the areas of retirement planning, building wealth, establishing appropriate insurance needs through to a thorough understanding of how the aged care system works on a financial level. Dealing with Centrelink and understanding the best way to achieve clients’ entitlements is also a stand out skill. My extensive superannuation experience also branches out to accreditation in Self Managed Super Funds.


Robert's ideas of Financial Freedom

Financial freedom is confidently knowing you have a lifetime income keeping up with inflation sufficient to meet your needs, together access to funds when needed.