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BWG Financial Planning

5.0

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

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WeekdayScheduleStatus
Mon8:30 a.m. to 5:30 p.m.
Tue8:30 a.m. to 5:30 p.m.
Wed8:30 a.m. to 5:30 p.m.
Thu8:30 a.m. to 5:30 p.m.
Fri8:30 a.m. to 5:30 p.m.
SatClosed
SunClosed
5.021 reviews
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Ana Coelho's profile image
Ana Coelho 
2 weeks 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's profile image
Jenn H 
5 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. 

Julie Ann Deang's profile image
Julie Ann Deang 
5 months ago

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 

Colin Moore's profile image
Colin Moore 
5 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. 

Ronald Patten's profile image
Ronald Patten 
10 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. 

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Frequently asked questions about BWG Financial Planning

How is BWG Financial Planning rated?

BWG Financial Planning has a 5 star rating with 21 reviews. 

When is BWG Financial Planning open?

BWG Financial Planning is closed now. It will open at 8:30 a.m.