Robert McEwen CFP®
About Me
Robert is the Principal and sole owner of McEwen Investment Services, a financial planning & investment specialist firm helping locals on Sydney's North Shore build strong financial futures.
Our expertise in self-managed super funds, aged care planning, wealth planning and estate planning, combined with our personalised service, has meant we’ve built a strong base of loyal and long-term clients. You can enjoy full confidence that your best interests are our focus, and we will only ever provide financial and aged care advice that is right for you.
Established for over 25 years, we have a long history of successfully guiding our clients to build robust and rewarding financial futures.
In addition to being an FPA Certified Financial Planner, Rob is an FPA Aged Care Specialist and an accredited Estate Planning Strategist.
Our convenient location on the train line at Pymble ensures easy access for our clients, whether they be based on the North Shore or the wider Sydney area. Our Financial Services Guide ('FSG') is available on our website.
Areas of Focus
- Aged care
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 30 Years
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Licensed By Mcewen Investment Services Pty Limited