I have known Rob Warry from Goal Financial Services from when he worked in the bank. Rob has always put my best interests first. He has handled my life, income protection and superannuation for years. As soon as Rob went into his own business at Goal Financial Services, there was no thinking twice and I moved with him. Rob, is now one of my trusted advisors to both my personal and business affairs. He has advised me on both my SMSF and my business affairs.
His sound advice has steered our investments to meet our needs. With so many changes in life, it’s that extra piece of mind having Rob next to me.
Paul and Marie
I have been a client of Roberts for many years, and in that time I have referred close friends and family members to him. Robert makes complex financial concepts sound simple and he had helped my family with wealth creation and protection.
Robert’s response to all enquiries and requests for advice and changes to my retirement financial package are always met with careful discussion and clear explanation so I am able to make the decisions easily. His extensive knowledge of retirement and aged care financial regulations and requirements is reassuring for future needs. I have happily recommended Robert to many friends and family members.