Bob Symons
Chartered MCSI, DipPFS

They say that trusted word of mouth referrals are worth their weight in gold.
I can say with hand on heart that being referred to Bob Symons by a trusted colleague was definitely worth a few gold bullions.

We were looking for someone professionally qualified, a member of a professional association with a strong client focus and a solid background in the industry and that’s exactly what we found in Bob.

How refreshing it is to meet and work with someone who takes the time to get to know you , is genuinely interested in understanding your needs, circumstances and preferences , is ethical, transparent and not on a mission to sell you off the shelf products with the goal of making more money for themselves.

Bob advised us through a particularly challenging period in which we had to make some pretty tough decisions. His lateral thinking, common sense approach and highly practical advice made it possible for us to ride a huge wave of change.

When you need solid financial advice and planning I highly recommend you give Bob a call for a coffee and exploratory conversation, he is worth his weight in gold !

Bob is a trusted and dilligent adviser who has gone out of his way to support me both on a business and a personal level. I would have no hesitation to recommend Bob to anyone who requires sound and reliable financial services.

I have been a client of Bobs for the last 18 years. We have certainly been through some financial ups and downs over the years but always managed to outperform the markets.
Bob has become a friend over the years and always acts with professionalism and integrity.
I would highly recommend talking to him for all financial matters.

I am very careful when it comes to accepting financial advice from anyone. It took me a number of years of knowing Bob before I became a client of his and he has now been my financial adviser for about 10 years. During that time I have found him to be very straightforward to deal with always looking for the best option for me and my family and not how to maximise his commission. What is especially helpful is he is always accessible and happy to talk to me, even when the news is not good. This enables me to better protect what we currently have and maximise the upside as markets improve. I look forward to working with him for many more years.

I’ve known Bob for a long time.. during this time I’ve have learnt two things.. firstly Bob is a below average golfer, but more importantly he is an exceptional private wealth adviser.. I would happily recommend Bob to anyone considering a change in their current portfolios or just starting out.

We are very happy with the performance of the plan, the ease and visibility we have on the savings and the level of service provided by yourself. It is much appreciated.

I’ve have the pleasure of knowing Bob for quite some time and I can confidently say that his financial expertise, strategic thinking, and genuine care for his clients sets him apart in the industry. From our very first conversation, Bob took the time to truly understand my goals, risk tolerance, and long-term vision. He translated complex financial concepts into clear, actionable steps, and helped me build a plan that felt both realistic and empowering.

What stands out most about Bob is his integrity. He consistently put my best interests first, offering transparent advice, and never pushed products or services that aren’t aligned with my needs. I highly recommend Bob - He has had a meaningful impact on my financial well-being, and I’m grateful to have him as a trusted partner for my finances.