Robert Bosevski

BWG Financial Planning Pty Ltd

Platinum

21 Yrs Experience

Hurstville, NSW 2220

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BWG Financial Planning is a boutique financial planning firm based in Hurstville, Sydney NSW 2220. 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 years of experience in the financial services industry, we have the knowledge and expertise to help navigate you through your financial journey.

Robert is a CERTIFIED FINANCIAL PLANNER® which has been the standard of excellence for financial planners. As a CFP® professional, Robert has met extensive training and experience requirements and commits to the highest ethical standards that require him to put his clients’ interests first. The CFP® Certification Program is the highest financial planning designation worldwide.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

5.00 November 2024

Robert has been very helpful in all areas of retirement information . We were in underperforming funds fortunately recommended to seek advice from Robert we felt comfortable with him from the first meeting he explained fully about rolling over from one fund to another , we have had a complete turnaround in our funds . Robert is very knowledgeable and trustworthy to help with this very important complex period of life we are so fortunate to have Robert looking after us.

5.00 October 2024

Robert's financial planning expertise and professionalism has been instrumental in managing my finances for over a decade now. His insightful advice and recommendations have helped put my mind at ease, knowing that my finances and retirement planning are in capable hands.

Whenever I have had questions or concerns, Robert has made himself available with timely, thoughtful guidance. His expertise and dedication have enabled me to make confident financial decisions, and I am extremely grateful for his trusted assistance and advice over the years.

I cannot recommend Robert's services highly enough and as a result have referred him to friends who have also been extremely happy with his service. If you are seeking an experienced adviser knowledgeable in superannuation and retirement planning, Robert can assist you.

5.00 October 2024

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.

5.00 October 2024

Rob has provided advice for me for over 9 years and I cannot fault his expertise and service. He is patient, efficient and very knowledgeable. Whenever I have any questions or need immediate advice, he’s there to support me. Definitely 10/10!

5.00 September 2024

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.

Adviser status Platinum
Rating 5.00
Number of reviews 22
First year providing advice 2003
Years of experience 21
Highest qualifications
- Graduate Diploma of Financial Planning
- Certified Financial Planner (CFP)
Language spoken
- English