Your Trusted Partner in Financial Clarity and Confidence
At Robards Wealth Management, we help simplify the complexities of money, offering tailored financial planning and mortgage broking solutions – all in one place.
Helping You Feel Confident, In Control and Supported
Our team of professionals understand that financial decisions can feel overwhelming, especially during life’s biggest transitions. That’s why we offer more than just advice; we provide genuine support and clarity. Proudly family-owned and serving the Newcastle and Hunter Region for over 25 years, we specialise in guiding you through financial planning and mortgage broking with empathy, simplicity, and trust.
Our family looking after your family
With three generations in the business, we offer warmth, continuity, and a personal approach built on long-term relationships, not one-off transactions.
One-stop shop for your financial affairs
From superannuation and insurance to mortgage broking, legal and accounting referrals, we provide a complete and coordinated approach to managing your financial life.
Making the complexities of money simple
We strip away the jargon and focus on what really matters, giving you the confidence, understanding, and peace of mind to move forward with clarity.
Our Services
Whether you're navigating a major life change or simply planning for the future, we offer clear, compassionate advice across a range of essential financial services.
Financial Planning
We offer practical, personalised financial planning tailored to your life stage and goals.
Mortgage Broking
Buying a new home, refinancing, or investing? We take the stress out of navigating lenders and loan types.
Explore Our Free Financial Tools
Take control of your finances with our easy-to-use calculators and trusted links to banks, super funds, and government services.
Testimonials
Ben and I talked one night before he passed away and he gave me the advice - "I'll be ok" I said. "I know you will" he said. "You are very capable and thrifty but put your trust in Andrew. He will have your best interests at heart. So just listen to him - follow his advice. I will keep an eye on you too. Love you" - Ken.That is the trust I have in Andrew and his staff. (Names have been changed to protect privacy)
Judy
Over the last 8 months Andrew very generously helped our family through a period of critical change and was incredibly helpful. He is really brilliant at his work. I feel very grateful that I found him and the business. I went from feeling 'poor' and scared of my financial future, to feeling 'well off' and confident about my financial security.
Kathleen
Focused on Relationships, Not Transactions – 25 Years Strong
Robards Wealth Management has been proudly serving the Newcastle and Hunter Region for over 25 years. Built on the belief that financial advice should be personal, ongoing and understandable, our firm is centred around meaningful, long-term relationships.
Founded to move away from one-off sales, we have grown into a team of 10 dedicated professionals, with family at our core and a clear mission: to guide you with care, empathy and integrity.
We offer direct services in financial planning and mortgage broking, and connect our clients with a trusted network for legal, accounting, superannuation and Centrelink needs. Whatever your stage of life, we’ll walk alongside you.
Let’s Start the Conversation
Have a question or ready to take the next step? We're here to help. Whether you’re looking for financial planning or mortgage advice, simply fill in the form below or call 02 4941 6000 and a member of our friendly team will be in touch shortly.
Contact Us
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