About Robert Kirk Private Wealth Management
We're part of the Platinum group of companies operating at the cutting edge of development within the financial services industry.
We know that for too long, everyday Australians haven’t been able to access relevant and secure financial strategies. We are absolutely focused on delivering clients the very best outcomes possible.
Management draws from extensive finance industry experience to ensure that your interests are protected at all times and that you can join with us in a lifetime of careful planning, celebration of life and early financial freedom.
Robert Kirk is a Financial Planner. Robert and Jenny have several years experience as real estate principals, mortgage managers and are successful property investors with a multi-million dollar property investment portfolio. Platinum Mortgage Management Pty Ltd is a Corporate Authorised Representative of Wealth Today Pty Ltd (AFSL 340289).
How we're different
Our commitment to our clients of course! When you start working with an Adviser, you're starting a long-term relationship - a relationship with the greatest concern for your financial future at its centre.
Your financial program will be tailored to account for your future plans and goals and with us continuing to manage and monitor your financial program as your life progresses, you can relax with the complete assurance that even as your plans change over time, we will always be on top of your situation and be able to make any necessary modifications to your financial plan.
Quick turnaround times
Same-day conditional loan decisions on home loans, up to 10 days for SOA's & 1-2 days for investment property sourcing. An Adviser will meet with you and within a very short time, will be able to gather sufficient information to determine future income and retirement planning, show you how to convert your non-deductable bad debt into fully deductable good debt including advice on appropriate risk protection strategies for you and your family.
Your information is private
Your information is secure and we respect your privacy. Everything and anything you tell us during our meetings and discussions remains confidential. We are very experienced in dealing with clients of all incomes and professions and only share your personal information with loan and product providers upon your written authorisation.
Our model is fee for service
Our fee model allows clients to choose the amount of service and financial advice they require. In essence it is a user pay approach, because we do not assume the more money you have the more financial advice you need. Download the pricing schedule for financial planning applicable fees.