Rob Warry

Goal Financial Services Pty Ltd

Gold
25 Yrs Experience
Macquarie Park, NSW 2113
4.88
17 Reviews
5
4
3
2
1
4.94
Clear communication
4.94
Knowledge & expertise
4.76
Customer care
4.88
Likely to recommend
Showing reviews 1—10 of 17

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5.00

"Rob was exceptionally knowledgeable and helpful with information in setting up our parents finances for future investments and income. Rob was very caring and respectful in dealing with our elderly parents making them feel secure about their future. Rob explored a number of ways they would be able to benefit from the investments. They are now set up financially for their retirement to live a comfortable and easy life. Thank you Rob!"

  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Socially Responsible
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Insurance Protection
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Rob is great"

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Robert has helped me and my family tremendously over the last few years with superannuation, retirement planning, Centrelink and my mother's aged care needs. I would highly recommend Robert to anyone requiring financial advice."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
3.25

"---"

  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Robert is a gentleman and an extremely able person in his field. He has helped guide my family and I over the years and I have the utmost confidence in his logic and approach to managing finances and giving general advice on future investments."

  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Robert is a professional with excellent knowledge in his field, and I would highly recommend him to anyone."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 17

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting