Harry Robinson

What were the circumstances that caused you to initially look for an adviser?

Personal circumstances prompted us to review our financial security, to determine whether we had sufficient resources to retire, support family and sustain a desirable lifestyle.

How has Harry Robinson helped you?

Fortunately, we acted upon a recommendation from a friend, who is a qualified accountant, and met with Harry who helped us with a comprehensive survey and evaluation of our financial situation. Throughout, Harry's manner has been professional and friendly, offering clear information and options. He is approachable and willing to listen to questions and research scenarios.

Have you seen the outcome you were hoping for?

To date, we are more than satisfied with the level and quality of service provided. We have a clearer and more confident understanding of how best to manage our finances and provide us with the quality of life we desire. The range of investment options have yielded good returns without exposing us to undesirable levels of risk.

What could they have done better?

We have no criticisms to date. Our relationship with Harry has developed over time. Trust and confidence is important. We feel that we can trust Harry with details of our finances and also have open two-way discussions about various options regarding taxes and entitlements.

Please provide a brief comment about your experience with Harry

I contacted Harry to discuss my shares portfolio as this is a bit of a mine field for me. Harry ran through everthing in detail and explained it wasn’t in my best interests to sell the shares at this time, even though I wanted to invest the money with him. He gave me advice which was right for me instead of earning any fees which is really refreshing to see! Thank you Harry.

What were the circumstances that caused you to initially look for an adviser?

Too many options, lack of understanding

How has Harry Robinson helped you?

Very professional and found us the best and secure policy. Explained anything we needed.

Have you seen the outcome you were hoping for?

Exactly what we were looking for, thanks very much

What were the circumstances that caused you to initially look for an adviser?

Expecting a baby so wanted to make sure all our insurances were in place and adequate

How has Harry Robinson helped you?

Made what could be a daunting and overwhelming experience very straight forward and fast

Have you seen the outcome you were hoping for?

Absolutely!!

What could they have done better?

Nothing. Really enjoyable experience

What were the circumstances that caused you to initially look for an adviser?

Being self employed and having no pension scheme in place.

How has Harry Robinson helped you?

Harry has advised me on what the best options are for achieving the goals I desire. He was very patient with me and my lack of knowledge in regards to the market.

Have you seen the outcome you were hoping for?

As it has only recently been set up, the desired outcomes are still pending. However, Harry provided a forecast of which the result seem more than good.

What could they have done better?

N/A