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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 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.
Robert has been our financial adviser for many years and he has help us with our superannuation and personal life insurance. He is very professional and extremely knowledgeable in his field. Highly recommended
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.
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.
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
Frequently asked questions about BWG Financial Planning
How is BWG Financial Planning rated?
BWG Financial Planning has a 5 star rating with 18 reviews.
When is BWG Financial Planning open?
BWG Financial Planning is open now. It will close at 5:30 p.m.