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BWG Financial Planning
- Financial Services
- Hurstville, NSW
About this business
BWG Financial Planning is a boutique financial planning firm based in Sydney. Thanks to Zoom, Google Meet and Microsoft Teams, we service clients of all types Australia wide. The financial industry is dynamic and ever changing. We work with you to help you understand each and every element of your financial situation. You will get expert guidance and support to create long-term strategies that help you protect yourself and the people you care about, grow your wealth and enjoy the benefits in retirement. With over 20 ye... read more
Location details
Suite 54, 2-8 Bridge St, Hurstville, NSW, 2220, Australia
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 5:30 p.m. | |
| Tue | 8:30 a.m. to 5:30 p.m. | |
| Wed | 8:30 a.m. to 5:30 p.m. | |
| Thu | 8:30 a.m. to 5:30 p.m. | |
| Fri | 8:30 a.m. to 5:30 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Robert has been helping me with my retirement planning needs over the past few years. He has taken the time to understand my financial situation and put together a tailored financial plan, including superannuation strategies which I never knew existed, by removing any potential tax my non-dependent beneficiaries would have had to pay. I have found Robert to be totally professional, reliable, honest and acting in my best interests at all times. I highly recommend Robert to anyone needing retirement advice.
I want to express my appreciation for the financial planning services I received from Robert. The detailed analysis and custom recommendations helped me gain insight and clarity on my Superannuation and finances. I am grateful for the peace of mind knowing that my finances are organised and I am on track to achieve my retirement goals. I highly recommend Robert to anyone seeking expert guidance and financial planning assistance.
I have been a client of BWG for almost 10 years during this time I received great support from Robert on many financial matters and specifically my retirement and have found Robert to be professional, very reliable, skillful and extremely knowledgeable. I highly recommend Robert to anyone requiring assistance in financial matters and retirement planning.
Robert is extremely professional. He has always acted with integrity and objectivity in our dealings and in my best interests. He is able to explain financial matters to me in a way that I can easily understand. Robert is always accessible if needed. He is very prompt in answering emails and returning phone calls. He has always been very flexible in meeting with me outside of normal business hours. Robert advised me about my transition to retirement and retirement planning needs. He not only assisted me in growing my supe... read more
I entrusted Robert with my financial planning needs. I have found Robert to be professional, competent. responsive and extremely knowledgeable. His advice has been very rewarding. Robert presented me with an exceptional service from beginning to end. He provided regular updates and transparency throughout the process and was able to answer all my questions which put my mind at ease. I highly recommend Robert of BWG Financial Planning.
Frequently asked questions about BWG Financial Planning
How is BWG Financial Planning rated?
BWG Financial Planning has a 5 star rating with 13 reviews.
When is BWG Financial Planning open?
BWG Financial Planning is closed now. It will open at 8:30 a.m.