With circumstances occurring in my life and with retirement happening for me at the end of April 2019, I sought out the services of Robins Accountants in Birkdale Queensland.
After using their services last year to prepare my tax returns I was directed to Robins Financial Services department to namely, Cassandra Troy.
Robins Financial Planning organised all of my accumulated Superannuation funds, and produced a well-structured plan looking forward, of my superannuation fund, and retirement guidelines.
Throughout the meetings I was guided with the best information and advice and would not hesitate to promote their services again to any of my friends and past colleagues.
To be treated to their combined knowledge and respect after a working life of 52 years was more than appreciated.
Thank you Cassandra Troy and Rhonda Murphy.
“We would like to express our sincere thanks to Cassandra Troy – Director of Robins Financial Planning Birkdale & Cleveland.
Cassandra’s passion, knowledge, expertise attention to detail with which she handled our financial affairs cannot be faulted. Her dedication and interest with regards to all our financial issues and achieving the best results for us was so positive and removed a huge burden off our shoulders.
What really impressed us is Cassandra took the time to get a feeling for where we were at financially, with her depth of knowledge, lateral thinking and common-sense approach.
Her continual advice on financial planning issues has saved us significant amounts of money. We have achieved the best financial outcomes through Cassandra. Her Professional, ethical and caring demeanour elicited our trust and respect and we highly recommend her services.”
“From our first meeting with Cass, we were immediately made to feel welcome and at ease.
We discussed what my mother wanted to achieve, Cass listened and understood. She provided information and liaised with stakeholders, we were also provided with information regarding a number of entitlements that my mother was not aware she was eligible for. This allowed my mother to independently make her own choices and decisions.
Cass was happy to meet with us on a number of occasions, during which we were always treated with dignity and respect.
As a result of Cass being able to deal with these areas it relieved the stress from both my mother and myself.
We would like to take this opportunity to say “Thank You” Cass, for your professional and caring approach and going above and beyond to assist a positive outcome.”
This is what financial advisors should do!
I have never had this kind of experience in the past with financial advisers and this is the kind of service I have been looking for.
I am absolutely delighted with the service I have received from my financial adviser, Cassandra Troy, and all the team at Robins Financial Planning. Cass and Rhonda are warm and friendly and make me feel like family.
Cass really took the time to truly get to know me, my situation and what I wanted to achieve. She always explains everything thoroughly and I never feel uncomfortable asking questions or expressing an opinion.
In addition to the great advice and service, the advice fees charged by Robins Financial Planning have been a fraction of what I was previously paying to another adviser which has ensured that the growth on my investments has been retained by me! This has been a really great outcome.
I feel completely confident with my financial decisions under Cass’ ongoing guidance and support.
I most definitely have no hesitation in recommending Cass and Robins Financial Planning to family and friends.