Personalised Financial Advice for Security, Simplicity, and Peace of Mind
At Robards Wealth Management, we understand that navigating your financial future, especially after life changes like divorce or losing a partner, can feel overwhelming. That’s why we offer trusted, compassionate financial planning tailored to your unique circumstances.
We help you understand your super balance, consolidate funds, and plan for a comfortable retirement.
Our Financial Planning Services Include
Insurance Reviews & Risk Protection
Get peace of mind with the right level of cover for life, trauma, income protection, and more.
Retirement Planning
Know what your future looks like and make informed decisions about pensions, income streams, and Centrelink.
Budgeting & Cash Flow Guidance
Practical, judgment-free support to help you take control of day-to-day finances and long-term goals.
Estate Planning Coordination
We work closely with trusted legal partners to ensure your assets are protected and your wishes are clear.
Wealth Creation & Investment Planning
For those looking to grow their wealth with purpose, we’ll help you build a plan that aligns with your goals and values.
Whether you’re navigating life’s transitions, planning for the future, or simply want your finances explained clearly, our team is here to guide you with warmth, patience, and proven experience.
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.
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.
I have great faith in Andrews' ability to care for my financial security. Andrew is a great asset to your company, now and in the future. He keeps updated with changing state of affairs in Australia and overseas. I am always satisfied with Andrew dealing with my account.
Betty
Andrews is always friendly, professional and extremely knowledgeable. Thank you for all your help and advice over many years.
Dianne
Andrew is always available and nothing seems too much trouble. We trust Andrew completely with our financial position and are grateful to have him as our adviser.
Megan & Sharon
Ready to Take the Next Step?
Whether you need advice, a second opinion, or just someone to listen, we’re here for you. Get in touch today and let’s talk about how we can support your financial wellbeing, now and into the future.
