About us

Robert Bosevski is the director and principal financial adviser of BWG Financial Planning.

Robert has worked in financial services for large corporates, multi-nationals and in private practice. He has 20 years’ experience as a financial planner.

Robert is dedicated to building strong relationships with his clients and excels in tailoring optimal financial solutions for each of them. He is committed to helping his clients achieve their financial goals and is always available to provide expert advice and guidance.

Robert has completed a Bachelor of Commerce Degree majoring in Accounting. He also holds a Graduate Diploma in Financial Planning.

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.

Our process is about firstly getting to know you on a personal level, helping you to identify what is truly important, and then working with you to realise your goals.

To many, it’s about exploring the possibilities, understanding what is possible, achieving personal goals and having the plan for your future . It is also about being equipped to weather any unexpected storms that may come along. It is about helping you feel financially secure, so you can focus on the things that matter most to you, like your friends & family, health and enjoyment.

Financial planning, especially in its early stages is not about how much money you have, or want, or could have. It is discovering and exploring your dreams and goals, your hopes for the future and uncovering what is important to you so that you can work towards living your best life.

A good financial plan will map out your current situation to determine what is working for you. Doing this will highlight where your money leaks are and provide a great foundation to identify strategies to improve your financial position.

BWG Financial Planning understand that financial planning is an ongoing process, which is why we provide ongoing monitoring and adjustments to our clients’ financial plans. This includes regular check-ins to track progress towards their financial goals, as well as adjustments to the plan as needed based on changes in their financial situation or life circumstances. Our ongoing advisory service allows clients to work with a financial advisor who will help them pursue long-term financial success and adjust their plan as needed. Through BWG Financial Planning, clients can take control of their finances and achieve their goals with confidence.