Robert Gourlay

Senior Associate

About

Robert is a qualified financial and investment planner and has worked throughout South East Asia for almost five years. Financial planning to Robert, is a very simple process: it is about working together with clients to provide a detailed plan to enable the achievement of client personal goals and objectives, as well as helping them to protect themselves from life’s unforeseen circumstances and events.

Robert’s specialties include expatriate taxation, pension and retirement planning, wealth management, budgeting, creation and protection, health, life and personal insurance as well as international mortgaging and financing.

Skills and expertise

    • BSc (Hons) in Exercise Physiology, Edinburgh Napier University (2010)
    • HNC in Fitness, Health & Exercise, Stevenson College (2007)
    • Award in Financial Planning, Chartered Insurance Institute (UK)
    • Award in Investment Planning, Chartered Insurance Institute (UK)
    • PCEIA Ife Insurance AC, Malaysian Insurance Institute (Malaysia)
  • Robert is a single man with adult children. His hobbies include travelling and exploring new cultures, fine dining and personal fitness. He participates in most sports, particularly daily gym sessions, 5-a-side football, golf and rock climbing. Robert is an avid Hibernian football supporter and enjoys watching virtually any televised sport, especially football matches.

    Robert’s favourite quote is:

    “Change is the law of life and those who only look to the past or the present are certain to miss the future.”

    • – John F. Kennedy
  • “I first met Rob a few years ago when he helped me take out a health insurance policy to cover me whilst living in Vietnam. Since then Rob has assisted me with setting up a savings plan and also to transfer my pension to a lower tax jurisdiction. I have found Rob’s service to be fantastic, he is always available to answer my questions and I have found his knowledge and advice to be invaluable. Rob is a guy who does what he says and I would happily recommend him to anyone requiring financial advice.”

    • – Krasimir Todorov, Ships Purser

Latest blog articles

Why women must save more for retirement

Women are simply not saving enough for retirement, writes Women’s Finance Writer Vicky… Read More

By Julian Thompson . 4th December 2018

Financial planning for Christmas

With millions of Brits and expats expected to fall into debt this Christmas,… Read More

By Julian Thompson . 27th November 2018