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Robertson Group Australia (RGA) is a “boutique” financial services group dedicated to providing profession financial advice to our private clients. We are privately owned and independent of any financial institutions.

Our mission is to assist clients make wise choices with their money and keep their financial house in order. As such, we make an uncompromising commitment to providing a high standard of service, giving clients total control over their finances while freeing up their time to devote to other life pursuits.

We are dedicated to drawing from best practice in a variety of financial fields, coordinating a team of specialists dedicated to assisting our clients achieve their financial objectives.

Various members of the Group provide specialist services that together with our external consultants provide a complete financial package. As Personal Finance Directors we streamline and integrate these services into complete solutions for our private clients.

The links below provide further information on the services offered by the other members of Robertson Group Australia.


Changes to tax treatment of excess non-concessional contributions

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The information contained within this website is of a general nature only. Whilst every care has been taken to ensure the accuracy of the material contained herein at the time of publication neither the author nor Licensee will bear responsibility or liability for any action taken by any person, persons or organisation on the purported basis of information contained herein. Without limiting the generality of the foregoing, no person, persons or organisation should invest monies or take action on reliance of the material contained herein but instead should satisfy themselves independently of the appropriateness of such action.

The Wealthsure Financial Services Pty Ltd AFSL 326450 applies to financial product advice only. Please note Mortgage Broking, General Insurance, Accounting, Legal Document Drafting, Taxation, Real Estate, SMSF Administration and Business Coaching are not considered to be financial products.