Robert Bosevski

BWG Financial Planning Pty Ltd

Platinum

21 Yrs Experience

Hurstville, NSW 2220

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BWG Financial Planning is a boutique financial planning firm based in Sydney. Thanks to Zoom, Google Meet and Microsoft Teams, we service clients of all types Australia wide.

The financial industry is dynamic and ever changing. We work with you to help you understand each and every element of your financial situation. You will get expert guidance and support to create long-term strategies that help you protect yourself and the people you care about, grow your wealth and enjoy the benefits in retirement.

With over 20 years of experience in the financial services industry, we have the knowledge and expertise to help navigate you through your financial journey.

Robert is a CERTIFIED FINANCIAL PLANNER® which has been the standard of excellence for financial planners. As a CFP® professional, Robert has met extensive training and experience requirements and commits to the highest ethical standards that require him to put his clients’ interests first. The CFP® Certification Program is the highest financial planning designation worldwide.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

5.00 May 2024

I've been a client of Robert's for approx 12+ years, and in that time he has given me the advice and the knowledge to enable me to more confidently manage my financial future. I turn to him any time I need financial guidance, be it with my super, loans, or insurance, and he always responds in a timely and friendly manner, taking the time to research my options on my behalf and give me the appropriate recommendations, while also giving me the freedom to make my own choices. I trust Robert 100% and am grateful that he has guided me all this time. I recommend him for anyone wanting to be in control of their financial future.

5.00 May 2024

I entrusted Robert with my financial planning needs.

I have found Robert to be professional, competent. responsive and extremely knowledgeable. His advice has been very rewarding.

Robert presented me with an exceptional service from beginning to end. He provided regular updates and transparency throughout the process and was able to answer all my questions which put my mind at ease.

I highly recommend Robert of BWG Financial Planning.

5.00 May 2024

Over the last 30 years I have been investing my superannuation savings both before and after my retirement with advice from professional advisors. During that time, I have experienced the volatility and uncertainty of financial market gyrations as we all have. Over the past several years I have consulted with and been advised by Robert Bosevski regarding financial matters as to what best fits my disposition and my needs. I have found Robert to be thorough, precise and competent in his ability to construct a portfolio appropriate to my requirements. Over time the investments he has selected have performed above my expectations. I therefore have pleasure in recommending Robert Bosevski as my trusted financial adviser.

5.00 April 2024

Robert has been my adviser for the past 10+ years. He looks after my superannuation and personal insurance. His advice has been invaluable. He is very professional and extremely responsive to emails and phone calls. I have no hesitation in recommending Robert and BWG Financial Planning to anyone seeking superannuation advice and any personal Life insurance and Income Protection advice as well.

5.00 April 2024

Robert is extremely professional. He has always acted with integrity and objectivity in our dealings and in my best interests. He is able to explain financial matters to me in a way that I can easily understand.

Robert is always accessible if needed. He is very prompt in answering emails and returning phone calls. He has always been very flexible in meeting with me outside of normal business hours.

Robert advised me about my transition to retirement and retirement planning needs. He not only assisted me in growing my superannuation but he did it in a manner whereby I was saving thousands of dollars in tax. The benefits of his advice by far outweigh his advice fees which I have found to be fair and reasonable.

I have no hesitation in recommending Robert of BWG Financial Planning.

Adviser status Platinum
Rating 5.00
Number of reviews 5
First year providing advice 2003
Years of experience 21
Highest qualifications
- Graduate Diploma of Financial Planning
- Certified Financial Planner (CFP)
Language spoken
- English