Knowledge, Experience, Integrity

Financial Planning News

A Unique Advent Calendar

Once again we are pleased to release an advent calendar. One developed especially for you, our clients, your family and your friends. Come back each day and click on the next date for more inspirational and Christmas quotes.

We can't be sure but it seems this year has gone faster than any year previously, we hope not. We are, though, sure a break will do us all a world of good, so enjoy your time, rest up (as we will be doing), and make obtainable new year's resolutions.

On behalf of all our staff we wish you and your family a great holiday and a prosperous 2025.

(Please click on the image to open the Advent Calendar and then click on a date)

Taxation rulings and documentation search

eWombat is a targeted search engine that only searches websites relevant to financial planners and accountants. A great resource to search for tax rulings, human services documents, etc.

Look up stock prices

What you need to know

The intention of this website is to provide general information only and it has been created for this purpose. In preparing the website, we have not taken into account the individual objectives or circumstances of any person. Legal, financial and other professional advice should be sought prior to applying the information contained on this website to particular circumstances. Robertson de Rooy & Associates does not guarantee the accuracy, reliability or security of the content within this site, which may change at any time without notice.