R&R Wealth Solutions, established in 2018 by Paul Robertson, a CERTIFIED FINANCIAL PLANNER® Professional, has experienced remarkable growth in a short period. The firm prides itself on delivering engaging, empowering, and easy-to-understand financial advice and services to its clients. With a focus on simplifying complex financial decisions, R&R Wealth Solutions aims to help clients make informed choices that align with their personal circumstances, goals, and aspirations.
As a privately owned financial planning firm located in the Cockburn area of Western Australia, R&R Wealth Solutions distinguishes itself by maintaining independence from banks and other financial institutions. The team, led by Paul Robertson and Clayton Reimers, offers a client-centric approach to financial advice, emphasizing the importance of empowering individuals to focus on what truly matters in their lives. The firm’s philosophy revolves around simplifying financial decisions to enable clients to make confident choices that support their overall well-being.
R&R Wealth Solutions operates on a fixed fee for service pricing philosophy, ensuring transparency and alignment of interests with clients. The firm’s services cater to a diverse range of clients, including those accumulating wealth, pre-retirees, retirees, small business owners, and high-net-worth individuals. With a dedicated Client Experience Team led by Almitra, Stacey, and Kathy, R&R Wealth Solutions is committed to delivering timely, efficient, and high-quality financial advice that is tailored to each client’s unique needs and goals.