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Joe, 56 - 65 years, Dulwich Hill, NSW
"Robert has looked after my finances for a number of years. I have always been happy with the service he has provided. He is very experienced and very knowledgeable and always contactable."
- Government Assistance
- Superannuation
- Insurance Protection
- Wills & Estates
Paul, 65+ years, Kogarah, NSW
"I’ve been a client of Robert’s for over 10 years, and his advice has been nothing short of exceptional. His guidance on retirement planning helped restructure my finances to reduce taxes, boost my Age Pension entitlements, and eliminate the death benefit tax that would have been payable by non-dependent beneficiaries. I’m incredibly grateful for his ongoing support and wouldn’t hesitate to recommend him to anyone seeking trustworthy and intelligent financial advice."
- Government Assistance
- Superannuation
- Retirement & Pension
- Cashflow & Income
- Tax Strategies
- Growing Assets
- Wills & Estates
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
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