Robin Sandover named Finalist for Client Outcome of the Year

We are pleased to share that Principal Wealth Adviser Robin Sandover has been recognised as a Finalist in the IFA Excellence Awards 2025 for Client Outcome of the Year.

This award recognises advisers who have made a profound difference to a client’s financial wellbeing. For Robin, the work that led to this recognition was deeply meaningful.

When he first met his client, she was navigating both the emotional weight of grief and the practical challenge of managing a complex inheritance. She wanted clarity, but she also wanted to honour her late husband in a way that reflected their shared values.

Robin saw that his role was not simply to provide technical solutions. It was to help her move from overwhelm to confidence, and from uncertainty to purpose.

Through patient guidance and a willingness to walk beside her at her own pace, Robin helped her shape a plan that felt both financially sound and personally significant. The creation of a Private Ancillary Fund became the turning point. It offered her structure, tax efficiency and long term growth, but it also offered something more important. It gave her a way to transform her grief into generosity and impact.

For Robin, helping this client was a reminder of why he chose the profession in the first place.

Financial advice can be a catalyst for clarity and confidence, but at its best it also supports people through life’s hardest moments and helps them build something hopeful on the other side.

For The Wealth Designers, his finalist recognition reflects the heart of our mission.

We believe great advice blends technical excellence with empathy. It helps people create lives and legacies that reflect what matters most to them. It is how we continue to help our clients Live Well, today and well into the future.

See the other IFA finalists here: https://www.ifaexcellenceawards.com.au/winners/2025-winners-and-finalists

Disclaimer
The contents of this publication are only intended to provide a summary and general overview of matters of interest in the financial markets and in the economy and are distributed in order to promote broad discussion. The publication does not constitute investment or financial product advice, it does not constitute an offer or invitation to purchase a financial product or financial service, nor does it of itself create a client-financial adviser relationship. To the extent that any part of the contents of this publication may be said to constitute “general advice” we warn you not to act on any matter referred to in this publication without first seeking qualified financial product advice appropriate to your particular circumstances, needs and objectives before acting or relying on any content in this publication. TWD Licensee Services Pty Ltd (ABN 88 605 064 480 – AFSL 475964) makes no warranties or representations about the accuracy or completeness of the content of this publication, and excludes, to the maximum extent permissible by law, any liability which may arise as a result of the use of the content of this publication.