Finalist: Aus Wealth Management Awards

At The Wealth Designers, we believe great financial advice is about more than numbers. It is about people, purpose, and the lives those decisions shape over time.

That belief was recognised in 2025, with Robin Sandover, Principal Wealth Adviser at The Wealth Designers, named a Finalist in the Australian Wealth Management Awards for Adviser of the Year – High Net Worth.

The Australian Wealth Management Awards are one of the industry’s most respected national programs, celebrating excellence, leadership, and innovation across Australia’s wealth management sector. Each year, advisers and firms from around the country are assessed on their technical expertise, client outcomes, and ability to deliver meaningful impact. Being named a finalist places Robin among a small group of advisers recognised by peers and industry leaders for outstanding work with high net worth clients.

One of the client outcomes highlighted in Robin’s submission involved Paula, who sought advice following the loss of her husband and the inheritance of a complex estate. Rather than focusing on growing wealth for her own benefit, Paula’s goal was to give her wealth away during her lifetime, in a way that was thoughtful, tax-effective, and sustainable.

Through detailed discovery and careful planning, Robin designed a strategy that balanced philanthropy, estate planning, tax efficiency, and lifestyle needs. This included establishing a Testamentary Trust to manage inherited assets and significantly reduce ongoing land tax exposure, as well as creating a Private Ancillary Fund to enable structured charitable giving over decades.

The outcome was a clear, long-term roadmap that allows Paula to donate millions over time, while maintaining a secure income, cash buffers, and the freedom to enjoy travel and home improvements. Just as importantly, the strategy delivered clarity and peace of mind, knowing her generosity will have a lasting impact across future generations. Paula has since begun involving family members in the fund, ensuring her legacy of giving can continue well beyond her lifetime.

For Robin, this work reflects what high net worth advice can be when it is grounded in values as well as technical skill.

“Advising high net worth clients is not just about complex structures,” he says. “It is about understanding what truly matters to them, and then tying those strategies back to their personal goals in a way that feels aligned and human.”

That philosophy sits at the heart of The Wealth Designers. Whether clients are building wealth, transitioning into retirement, or shaping a legacy of giving, the focus remains on thoughtful, personalised advice that helps people live well.

Being named a finalist is a proud moment for Robin and the broader The Wealth Designer team, and a reflection of the care, clarity, and purpose they bring to every client relationship.

Find out more about the awards here: https://www.australianwealthmanagementawards.com.au/awards/about-the-awards