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LEARNINGS

Financial decisions are personal. We seek to share our experience, expertise and knowledge so yours are informed. 

Over the last three decades, we've had the privilege of advising, guiding and supporting clients through most of life's financial decisions and ups and downs. 

We've had the pleasure of celebrating the positive impact and outcomes of good investment choices and decisions and also, on occasion, born witness to the unintended consequences of choices that have been made with the best of intentions.

 

Here, we share the insights, observations and expertise these experiences have provided. 

People and relationships are our priority

We’d been financially secure for some time and managing our own investments for a while. We wanted to engage a partner – but finding someone you trust to hand your life savings to is a big thing… 
 
Eventually, we met Tim. We were attracted to his attitude and approach. We liked the less clients, better service ethos and investment structure and trusted they’d do what’s best by us, rather than by them. 
 
Eight years on, we know we know we made the right choice. We have a true partner we trust.



Roland & Ginni | Clients since 2014

Call us on 03 9982 1871 to explore the possibilities Townsend Cobain Private Wealth Management offers

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