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Robert Gourlay BSc
Private Wealth Manager
with Melbourne Capital Group 

Consulting with Purpose

I have worked throughout S.E. Asia since 2013 and financial planning, to me, is a very simple process. It is about working together to provide a detailed plan to assist clients so they can achieve their personal goals and objectives, as well as helping them to protect themselves from unforeseen circumstances and events.

I provide expatriate clients with focused ideas and solutions, to ensure that they have appropriate structures in place to achieve their financial ambitions.

I believe that my job is to continually monitor my clients holdings, to then update and advise my clients on financial matters, and to ensure they remain on track to achieve their goals.

For a free Financial Planning Consultation / free independent review of your current holdings or should you have any questions, please get in touch.


Specialties: Expatriate taxation & pension planning, wealth management, budgeting, wealth creation, wealth protection, health, life and personal insurances, business insurance, international property purchasing, mortgaging and financing.

Robert is a fully qualified financial and investment planner with the following qualifications.

Level 4 Certificate in Advanced Wealth Management,  Chartered Institute for Securities & Investment (UK)

Level 3 Certificate in Wealth and Investment Management, Chartered Institute for Securities & Investment (UK)

Award in Financial Planning, Chartered Insurance Institute (UK)

Award in Investment Planning, Chartered Insurance Institute (UK)

PCEIA Iife Insurance AC, Malaysian Insurance Institute (Malaysia)

Testimonials

What My Clients Have to Say

I'd had the worst service for years and I had honestly lost faith in the financial services profession, then I met Rob. He's a breath of fresh air, he corrected the issues and we've gone from strength to strength. He now handles all my friends and family's financial requirements.

Anthony Hornby
Rig Manager with PVD

Robert has been great since my switch to him in 2019.

Communications are regular and formative, so you understand your investments in full.. Detailed in all discussions, whether they are regular face to face meetings or by emails and messages. He has helped grow my funds at a very satisfactory rate and I would recommend Robert to anyone.

Keep up the great work.

Gary Marshall

Regional Project Manager at Odfjell Well Service

Good honest advice at all times, but particularly when times become challenging Thanks Rob.

Michael Roche
Vice President - Technology at

AirGo Design

Robert is a true finance professional who is dedicated to the financial profits of his clients.

He has kept me up to date with best investing opportunities and is always available for a consultation or advice that have added value to my investments with Holborn Assets, even in difficult times.

Krasimir Todorov

F&B and Interior Procurement  at Residensea

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Trustpilot Reviews

*****

I have known Rob Gourlay for a number of years now, since Rob started as my adviser he has taken a great deal of time to explain to me my options for investment. The advice received has seen my investment grow in line with the plan Rob implemented. It has been a pleasure dealing with Rob,, he has always been the ultimate professional in all of my dealings with him.

Gordon Bowie

*******

 

Holborn Thank you for your support over the last two years.
Robert's passion and knowledge drives him and that shows results. It is a pleasure to work with him, he has excellent knowledge and is punctual and delivers accordingly. A great advisor and person!

Keep going like this.

Thanks Ruben Alink

*****

 

Robert Gourlay 5 Star Service

Since moving to Robert my finances have improved and my retirement plan is well on track. Robert explains the funds in detail and he is a pleasure to work with. Always on top of the worldwide markets and ensures i have a healthy return on my investments. 5 Star service since day one and highly recommended.

GM

*****Great to deal with

I was looking to invest some funds which were lying in the bank earning minimal interest. I was introduced to Rob through a mutual friend and we started to discuss how to make the money work for me.
We met several times to discuss and clarify how it would work, and Rob took the time to allay the concerns that my wife had, as she is not very comfortable when moving money around.
There was no pressure sales and Rob gave us all the time we needed to make our decision, while always being available to answer any questions which we had regarding the investment.
Rob keeps in touch regularly to make sure that everything is still fine, without necessarily attempting to secure more business, unless I raise the subject first.
I have had experiences in the past with financial advisors whose sole aim is to try to make money by suggesting new products to potential clients. This has certainly not been the case here.
We are very confident that our investment is in safe hands.

Gordon Anderson

Contact Robert

Telephone (+6) 011 515 656 49

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