Harry Goldberg

Purpose Advisory

Silver
6 Yrs Experience
Alexandria, NSW 2015

Recent reviews

Purpose Advisory

Suite 9, 17 Power Ave
Alexandria, NSW 2015

Opening hours

  • 9:00am – 6:00pm Monday – Friday

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 5
  • First year providing advice 2016
  • Years of experience 6
  • Highest qualifications
    • Bachelor of Commerce (Economics)
    • Bachelor of Commerce
  • Language spoken
    • English

Licensed by

Cobalt Advisers Pty Ltd

AFSL 512550

5.00
5 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—5 of 5

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5.00

"My wife and I were introduced to Harry from another financial adviser. We related well with Harry. Harry was able to video conference with us outside normal hours and the flexibility helped us greatly. On the technical side, Harry helped us understand financial concepts, our risk appetites and different investment strategies. A lot of time was devoted to understanding our financial circumstances and background in general. At the end recommendations were made promptly and instructions given on how we can implement them. We would recommend Harry to any first time investors."

  • Managing Debt
  • Cashflow & Income
  • Small Business Advice
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"When my husband and I first met Harry, he had great advice and intelligent insight from the get go. He truly cared about our individual family circumstances, and our personal goals. At the following session, we worked towards our specific financial needs, with our lifestyle and life priorities at the core of it all. This was very important to us. It was during this session too that I realised I had held a very strong, limiting belief about money and debt. Being aware of it, I/we can now move forward. We look forward to continuing working with Harry in the future."

  • Cashflow & Income
  • Small Business Advice
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Harry is amazingly knowledgable. I've never really had an adviser before that I can really trust has my best interest. His ability to coach in areas of life and spending is top notch as far as I can tell."

  • Managing Debt
  • Cashflow & Income
  • Small Business Advice
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Harry has helped create ease of mind for our future by setting up strategies to ensure we can achieve both our personal and financial goals for our family's future."

  • Superannuation
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Harry has a gift of not only explaining with great detail but also keeping the advice relevant and clear. It is difficult for me to call him simply a financial adviser, but more a coach, in that before my wife even came close to making any decisions on our finances, Harry helped us work out what our priorities in our life are, and which also brought us even closer by fostering many conversations about our hopes, dreams, and priorities."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Harry Goldberg profile photo

Harry Goldberg responded on August 2019

"Thank you Rafael! Feedback like yours is the reason I do this role. The aspiration to help clients the way you have expressed is why I can call Financial Advice and Life Coaching my mission. I look forward to many more years working together and helping you both achieve your goals and live fulfilled lives!"

Showing reviews 1—5 of 5

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Bachelor of Commerce (Economics)

Level
7 - Bachelor Degree
Institution
University of New South Wales (UNSW)
Completed
2012

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2017

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2016

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of New South Wales (UNSW)
Completed
2012

Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2014

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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