Rob Warry

Goal Financial Services

Gold
21 Yrs Experience
Macquarie Park, NSW 2113

Goal Financial Services was established to focus on helping clients achieve their goals and objectives, whether these be financial or non-financial, stated or unstated.

Each of my clients lives are vastly different from the next, which provides me with a wide skill set to assist in many facets of my clients lives from investments, share portfolios, managed investments, margin loans, superannuation (including self managed super), retirement planning, income protection, life insurance (Death, Disability and Trauma).

Whilst wealth creation, preservation & protection strategies are a large part of what I help clients with, I find it is the financial freedom I provide my client when I can show them how they will achieve their goals and remove that worry of not having enough capital or sufficient salary that provides the biggest benefit to my clients lives.

I believe that to provide a high quality financial planning service to clients requires a planner dedicated to providing consistent, clear and concise advice designed in the best interest of the client.

It is now, more than ever, that as a Financial Planner, Founder and Director of Goal Financial Services that I am truly able to tailor my service and time to each of my clients individual needs.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 16
  • First year providing advice 2001
  • Years of experience 21
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Goal Financial Services

Suite 4 Level 1, 64 Talavera Road
Macquarie Park, NSW 2113

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135