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Greg, 56 - 65 years, Riverwood, NSW
"Robert has managed my Superannuation and Investments for more than 10 years - I can wholeheartedly recommend his service."
- Superannuation
- Insurance Protection
- Shares & Investments
Debbie, 46 - 55 years, Dulwich Hill, NSW
"Robert has always been easy to deal with. He knows his stuff. I highly recommend his services."
- Government Assistance
- Superannuation
- Insurance Protection
Jenn, 46 - 55 years, Allawah, NSW
"Robert has been incredibly patient in helping me work out my finances over the past year. He has made lots of time to talk through options with me and enabling me to make informed decisions moving forward. I would highly recommend his expert advice to anyone."
- Superannuation
- Insurance Protection
- Managing Debt
- Property Investment
- Cashflow & Income
- Tax Strategies
- Growing Assets
- Wills & Estates
Dean, 46 - 55 years, Parklea, NSW
"I have trusted Robert with my superannuation and personal insurance for several years, and he has consistently demonstrated professionalism, expertise, and a thorough understanding of my financial needs. I highly recommend his services to anyone seeking financial advice."
- Superannuation
- Insurance Protection
Colin, 56 - 65 years, Caringbah South, NSW
"Robert provided exceptional guidance for my retirement planning. He was thorough, knowledgeable, and took the time to understand my goals. Thanks to his expertise, I feel confident and prepared for the future."
- Government Assistance
- Superannuation
- Managing Debt
- Retirement & Pension
- Cashflow & Income
- Wills & Estates
Bill, 56 - 65 years, Merrylands, NSW
"Robert has been managing my superannuation for nearly 10 years. He consistently takes the time to understand my needs and explains things clearly, enabling me to make informed decisions about my future. I highly recommend his expertise and professional approach"
- Superannuation
- Growing Assets
Mia, 35 - 45 years, Parklea, NSW
"Robert has looked after my financial planning needs for over 5 years. He has always been helpful in explaining my super and insurance options. He is knowledgeable and professional and always responds in a timely manner. Highly recommend his services for anyone looking for guidance in these areas!"
- Superannuation
- Insurance Protection
Julie, 35 - 45 years, Austral, NSW
"Robert has been our financial adviser for many years and he has helped us with our superannuation and personal life insurance. He is very professional and extremely knowledgeable in his field. Highly recommended."
- Superannuation
- Insurance Protection
Antonio, 65+ years, Kogarah, NSW
"I had the pleasure of working with Robert from BWG Financial Planning for my retirement planning, and I couldn’t be more pleased with the experience. Robert took the time to understand my financial goals and provided personalised, clear advice every step of the way. His expertise, patience, and attention to detail made the entire process seamless and reassuring. I highly recommend Robert to anyone looking for expert financial guidance."
- Retirement & Pension
Jan, 65+ years, Cronulla, NSW
"I was referred to Robert by friends more than five years ago. After our initial meeting, I decided to have Robert as my finance man. I’ve always found him very professional and personable. Always quick to reply to any questions I have left
via phone message or email. Jan Cronulla"
- Superannuation
- Retirement & Pension
Linda, 65+ years, Arncliffe, NSW
"Robert, my financial planner, provided me with valuable support during a challenging time. It's great that he was able to explain the management of my superannuation in a way that was easy to understand. Clear communication is key in financial planning, especially when navigating complex topics and also understanding Centrelink needs as well. Thank you for making this a seamless experience yes it’s 5 stars from me."
- Government Assistance
- Superannuation
- Retirement & Pension
- Shares & Investments
- Aged Care
- Cashflow & Income
- Complex Investments
- Tax Strategies
- Wills & Estates
My clients have reviewed me based on the following areas of advice
- Government Assistance
- Superannuation
- Insurance Protection
- Managing Debt
- Retirement & Pension
- Self Managed SuperFunds
- Shares & Investments
- Aged Care
- Property Investment
- Cashflow & Income
- Complex Investments
- Tax Strategies
- Growing Assets
- Wills & Estates