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Wealth Simplicity I Rob Gilmour

Wealth Simplicity I Rob Gilmour

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Let\’s Talk

taking the first step

what to expect when we talk

Your future starts with a conversation because by better understanding your current situation, the better your financial position will be down the track.

The first step is an introductory phone call, no strings attached. Once we’ve had a brief opportunity to get to know each other, we can meet face-to-face for a strategy meeting to discuss where to from here?

The strategy meeting will not cover personal advice but I will take you through my strategic process and provide a clear idea of what you need to focus on for developing your financial strategy. While the meeting must be general in nature, it is an opportunity for you to ask questions and to understand any important issues that need to be addressed. As the strategy meeting can be quite detailed, we allow an hour and a half and charge an initial consultation fee of $495, which will be credited towards any future professional fees as you become one of my valued clients.

I work with my clients all across Australia so we can also catch up online via a video call if that would be easier.

I truly look forward to helping you take the first step to a simply beautiful future.

what to expect from our partnership

You’ll have a private wealth solution designed to create a simply beautiful future, unique to you.

Your wealth creation plan will be implemented and monitored by me personally so you know you are in safe hands.

You’ll always have me by your side. I’ll be working constantly in the background and will contact you if and when action is needed.

Book your one-on-one confidential chat with me now

Click here to book a chat with Rob

Alternatively, you can email us directly at solutions@wealthsimplicity.com or call us at 02 9052 6966

find us here

Call us: 02 9052 6966
Email us: solutions@wealthsimplicity.com

Suite 16.01, Level 16
1 Castlereagh Street
Sydney NSW 2000

PO Box Q964
Queen Victoria Building
NSW 1230

Wealth Simplicity Pty Ltd as trustee for the MORE Wealth Trust (ABN 28 939 572 082) and

Rob Gilmour are Authorised Representatives of Wealth Simplicity Group Pty Ltd Australian Financial Services Licence (AFSL) 513615.


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