Planwise Financial Services, in Bateman Western Australia Contact us

“It is with great pleasure and confidence that I can recommend Dale Robinson as a financial adviser.

He recommended wonderful investments for us, which are safe and bring in very profitable returns.”

Pat of Guildford. Client since 2005

“Dale has been helping my wife and I manage our personal investments for over a decade.  I’ve always found that Dale has offered well-reasoned and pragmatic advice in simple and easy-to-understand terms. 

Dale is responsive to all of our queries and always provides me with the pro’s and con’s when I’m looking to make a change.  It’s great to be able to receive some personalised service and feel like an individual and not just another number.”

Shane of Mount Pleasant. Client since 1999

“My husband and I have been attending Planwise Financial Services since its inception in 1992 and seeing Dale Robinson since 2009. Dale had set up all our financial needs for our retirement.

My husband passed away last year and Dale was there to help me through a difficult time in my life. He showed so much compassion, empathy and patience with all the paper work that had to be completed at that time. He helped me with all my financial needs so that I have no worries for my future.

I have no hesitation in recommending Dale to anyone.”

Kerry from North Lake. Client since 1992

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