BWG Financial Planning

Ana Coelho 

on Google

2 months ago

Robert was fantastic! Very knowledgable and was able to easily keep me informed of all my options and made the whole process easy to deal with. Different too most as he really cares about the client and finding the best option for our needs; also really appreciate the flexibility of the meetings and the way he welcomed me. 

Jenn H 

on Google

6 months ago

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. 

Ronald Patten 

on Google

11 months ago

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. 

Joe Togia 

on Google

5 months ago

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. 

Colin Moore 

on Google

6 months ago

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.