Welcome to Goal Financial Services – Local People helping Local People.
We are a local professional team focussed on helping our clients reach their lifestyle goals by ensuring they reach their financial goals.
You can be confident that you will receive sound, ethical advice and expertise in all your financial dealings based on a comprehensive understanding of your personal situation. We act with absolute confidentiality, trust and integrity combined with a flexible and friendly approach.
At Goal Financial Services, we operate an integrated team and dedicated support structure that ensures all staff members can assist you at any time with any general or administration queries, and that all advice staff discuss and design any new advice provided to our clients.
Our advisers are fully qualified and constantly update their industry knowledge and education with regular and ongoing study. Economic and technical updates are a regular feature of our monthly routine.
Goal Financial Services undertakes extensive research into any investment product that we recommend when building and blending portfolios for our clients. It is vital that investments are correctly diversified and correlated to ensure that various underlying fund managers enhance and complement your portfolio. This important process is actively managed by our in-house team and amendments are recommended when necessary.
Senior Financial Planner
Robert is the Managing Director of Goal Financial Services and he has over 15 year’s experience as a Financial Planner.
Robert commenced his Financial Planning career in St.George bank in 2001 where he offered comprehensive advice to both individual clients as well as small and large business clients.
In 2013, Robert established his own practice under the name of Goal Financial Services based in Macquarie Park in partnership with Integrated Wealth Solutions (NSW) Pty Ltd who has offices located in Toukley, Nowra & Tamworth.
Goal Financial Services was established to focus on helping clients achieve their goals and objectives, whether these be financial or non-financial, stated or unstated. Robert has always taken a hands on approach and provides a high level of service to his clients.
Each of his clients lives are vastly different from the next, which provides him with a wide skill set to assist in many facets of his clients lives from investments, share portfolios, managed investments, margin loans, superannuation (including self-managed super), retirement planning, income protection, life insurance (Death, Disability and Trauma).
He believes that to provide a high quality financial planning service to clients requires a planner dedicated to providing consistent, clear and concise advice designed in the best interest of the client.
Robert’s qualifications include the Diploma of Financial Services (Financial Planning), the Advanced Diploma of Financial Services (Financial Planning), and he is on track to completing his Masters in Financial Planning within the next few years.
Outside of work hours, Robert is a passionate trail runner and triathlete whom participates in many a fundraising event. As an avid football (soccer) fan his whole life, Robert has also shown further dedication to this sport with a lengthy 25 year refereeing career to his repertoire.
Naomi has an extensive background in banking, home loan lending and mortgage insurance and spent almost 18 years in that industry before making the switch to the financial planning world and joining the team here at Goal Financial Services in April 2016.
Naomi’s primary role is assistance in the day-to-day management of the office, preparation of client files, processing applications and also greeting clients when they arrive for meetings.
In her spare time Naomi likes keeping fit by marathon running and competing in short distance triathlons.