Prepare for tomorrow,
make the most of today
Why Get Financial Advice?
Financial advice can help you make better decisions about your financial future at any stage in your life. You work hard so why not make sure your money is working as hard as you are?
The value of good financial advice isn’t exclusive to ‘the wealthy’. We all have the potential to build financial independence. A skilled Financial Adviser could help you reach that potential and put thought into action, especially if you tend to put things off.
5 Steps to Financial Independence
In this ebook we share 5 important steps you can take to get control of your financial situation.
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What we do
We develop tailored step-by-step financial strategies and help you make informed decisions about your money.
Certified Financial Planner ® | GradDipFP, DipFM
Robert Gothard the Principal and Adviser of Strive Wealth Solutions has been in the Financial Services industry for over 30 years.
Robert is a Certified Financial Planner® member of the Financial Advice Association Australia (FAAA).
He holds a Graduate Diploma in Financial Planning, a Diploma in Financial Markets and also has qualifications in Real Estate.
Our financial planning process
Our Financial Planning Process
Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.
Three rules of retirement planning: Build your savings, invest in assets, access government benefits
What our clients say
Why Strive Wealth Solutions? Our clients enjoy;
a close relationship with us as we assist a small/manageable number of clients. Clients describe our service as being like a family Doctor and not a large scale medical centre. We pride ourselves on genuine, professional and personal service.
the fact we do not accept any commissions or volume bonuses from investments or superannuation funds. All commissions we are offered are given back to you thereby making your investments much more cost effective.
the option to retain your current investments, if they are suitable. We do not have a vested interest to use nor distribute any specific investments. This proves we are advisers, genuinely focussed on you achieving your goals, we are not salespeople.
we plan to be in business for the next 20-25 years, which our clients appreciate. We will be here to travel the journey with you.