Hugh Robertson, Financial Planner Gold Goast
MBA, Masters FP, Certified Financial Planner®
Adviser since: 2004

Hugh has built his practice around goal clarity and accountability, helping clients translate broad life ambitions into practical financial decisions. His work reflects a consistent focus on discipline and follow-through, supporting people who want structure, direction, and confidence as their financial complexity increases.

Suite 1103, 203 Robina Town Centre Drive, Robina 4226

More about Hugh Robertson

Hugh is an award-winning financial adviser with deep experience across superannuation, retirement planning, investments, and personal insurance. He has been recognised at an industry level through multiple awards and has also appeared on The Australian’s Money Puzzle podcast and contributed commentary to Money magazine.

With more than 19 years in financial advice, Hugh works with clients at different stages of their financial journey – from those building wealth early on to individuals and families planning the transition into retirement and beyond. His advice is shaped by long-term experience and a strong focus on practical, well-considered decision-making.

Hugh combines formal education and professional qualifications with strong client feedback and consistent industry recognition – a balance that reflects both technical capability and real-world outcomes.

Investment Style

At the core of Hugh’s approach is helping clients make informed investment decisions that align with their goals, risk tolerance, and changing circumstances. He places particular emphasis on reviewing and adjusting strategies over time, ensuring plans remain relevant as life and priorities evolve.

Specialties and Areas of Expertise

Hugh will help you reach your financial and lifestyle goals using smart financial strategies including:

  • Investment strategy
  • Personal insurances
  • Tax minimization
  • Growing your super
  • Reducing your debts
  • Estate planning

Professional Standards You Can Trust

Qualifications & Memberships

  • Master of Business Administration
  • Master of Financial Planning
  • Certified Financial Planner (CFP®)
  • Bachelor of International Finance (Accounting)
  • Certified Investment Management Analyst (CIMA)

Industry Recognition & Awards

They are the only firm on the Gold Coast to win the prestigious Association of Financial Advisers Adviser of the Year, as well as Independent Financial Advisers Goals Based Adviser of the Year.

Testimonials

“Hugh is always well prepared when we have a review on our investments & superannuation. He explains clearly what is happening with our investments. He always answers our questions and is clearly very knowledgeable of financial situations regarding our investments. We are very comfortable with Hugh as our financial adviser.” ~ Janice, 65+ years

“We are extremely grateful to Hugh for always being there for us. Ready to answer anything or explain something we are wanting to know or understand. We feel very confident and comfortable knowing Hugh is able to assist us with the understanding of where what and how our finances should look in our retirement years with our best interests at heart always. We have no concerns due to the knowledge Hugh and his team will take care of us and always keep us in the know of where our finances sit and what the best approach or step we need to take. We will be forever grateful. Thanks Hugh” ~ Wendy, 56 – 65 years

“Hugh as usual has given us advice in areas including loan products, self managed super funds and managing debt. Hugh has the ability to explain things to us in a clear and understanding way. Through Hugh’s knowledge and experience, we feel very confident that the advice given was right for our needs. I always receive Hugh’s full care and undivided attention along with Jenna at all times.” ~ Geoff, 65+ years

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Let us help connect you with the
BEST FINANCIAL PLANNER for your needs