The Financial Planning Association of Australia The Financial Planning Association of Australia

Richard McGrath, CFP®


Name Richard McGrath CFP®
Company Kemosabe Capital Pty Ltd.
Address 125 Bourke Street
Woolloomooloo, NSW 2011
Phone 02 92325111
Website www.hr-ss.com.au/home.asp?pageid=648D23D27F911B30

Financial Planning and Wealth Creation

Focused and Considered Advice

At Hill Rogers Spencer Steer we spend a lot of time listening to your needs, goals and challenges. We then provide advice that is purely focused on the achievement of those goals.

We believe that meeting our clients’ expectations is the key to developing a long-term, trusted relationship.

Integrated Advice

Hill Rogers Spencer Steer provides financial advice to meet our clients’ needs and objectives across the following services:

• Superannuation
• Retirement Planning
• Investment
• Cashflow management
• Asset protection
• Tax structuring
• Personal insurance
• Debt structuring.
• Estate Planning


Objectivity

Hill Rogers Spencer Steer operates under its own Australian Financial Services Licence and is privately owned. This means that we are able to provide advice that is always in the best interest of our clients.

Choice & Flexibility

At Hill Rogers Spencer Steer we operate our own portfolio reporting system that allows us to consolidate our clients’ investments across direct equities, managed funds, structured and other investments. This system provides clients with timely, accurate and cost-competitive investment recording and reporting. This system, together with the fact that we are not tied to a financial institution, means that clients have choice and flexibility when it comes to our clients’ investment holdings.

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