Tasman Financial Service

At Tasman Financial Services, we take a unique approach to financial planning. We understand that every individual's financial situation is different, and that's why we take the time to listen to your goals and priorities, providing unbiased and comprehensive advice to help you achieve your financial objectives.

Our Approach

Our team of experienced financial professionals, led by our Principal, Scott Robertson, has been helping individuals, families, and entrepreneurs like you achieve their financial goals since 1995. We believe that effective financial planning requires a proactive and integrated approach, which is why we take the time to understand your objectives, deliver unbiased advice, implement your plan, and regularly monitor and adjust your strategy as your circumstances change.

Our Services

Our financial planning services are designed to help you make informed decisions about your financial future. We take the time to understand what matters to you, whether it's building wealth, improving your financial security, or simply achieving peace of mind. Our comprehensive approach includes:

• Identifying your financial objectives and priorities
• Developing a customized financial plan tailored to your needs
• Identifying potential risks and creating a plan to mitigate them
• Implementing a strategy to achieve your financial goals
• Regularly monitoring and adjusting your plan as your circumstances change

The Tasman Difference

At Tasman Financial Services, we pride ourselves on our commitment to providing unbiased and objective advice. Our advisors are paid only by you, the client, which ensures that our advice is always in your best interests. Our independence allows us to work closely with you and your other advisors, ensuring that everyone is aligned and working towards the same goals.

Our Team

Our team of experienced professionals is dedicated to helping you achieve your financial goals. Meet our Principal, Scott Robertson, who has been a registered financial planner since 1982, and our Senior Client Support, Sharleen Young, who brings her own entrepreneurial experience and administrative skills to the table. Our team is committed to providing exceptional service and ensuring that your financial goals are met.