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.
Robert was referred to me, after speaking to Robert and meeting with him he was able to offer the best advice in regards to options regarding aged care . This was a difficult time for our family and Roberts professional and caring advice meant that a lot of the stress and worry of dealing with government departments was not experienced. I can highly recommend Robert and his services and will seek expert advice regarding future financial matters.
Robert's response to all enquiries and requests for advice and changes to my retirement financial package are always met with careful discussion and clear explanation so I am able to make the decisions easily. His extensive knowledge of retirement and aged care financial regulations and requirements is reassuring for future needs. I have happily recommended Robert to many friends and family members.
Rob takes the time to understand my situation (being a kiwi living in Australia) and the challenges that can sometimes bring. His advice has proven to be accurate and I trust Rob to make the right recommendations to benefit me and my investments.
Robert is very knowledgeable with the ASX and super products. He not only manages my super but also gives me advise for my geared portfolio. I could not recommend his services more.
Rob is great
- Adviser status Gold
- Number of reviews 16
- First year providing advice 2001
- Years of experience 21
- Advanced Diploma of Financial Services (Financial Planning)
Goal Financial ServicesSuite 4 Level 1, 64 Talavera Road
Macquarie Park, NSW 2113
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Capstone Financial Planning Pty Ltd