Goal Financial Services - Macquarie Park, New South Wales

Okay, here’s a detailed overview of Goal Financial Services, crafted with a formal and approachable tone, designed to be helpful to prospective clients:

Goal Financial Services: A Trusted Partner for Your Financial Future

For individuals and families seeking comprehensive and personalized financial guidance, Goal Financial Services stands as a reputable and established firm. Located at 1/64 Talavera Rd, Macquarie Park NSW 2113, Australia, Goal offers a dedicated service focused on helping clients achieve their financial goals. Their Phone: 1300334625 number provides direct access to their team, and you can explore their offerings further at their Website: goalfs.com.au.

Specialization and Services

Goal Financial Services specializes in providing expert financial planner services. They cater to a diverse clientele, assisting with a range of financial needs, including superannuation management, investment planning, retirement planning, and estate planning. The firm’s core strength lies in building long-term relationships with clients, offering a tailored approach that considers individual circumstances and aspirations. They are committed to transparency and providing clear, understandable advice – a key element highlighted in client feedback.

Convenience and Accessibility

Goal recognizes the importance of accessibility for all clients. The Macquarie Park location is thoughtfully designed to accommodate a variety of needs. Specifically, the facility boasts: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, and an assistive hearing loop. Furthermore, they offer online appointments, providing flexibility for clients who prefer to connect remotely. There’s also onsite services available for those who prefer face-to-face consultations. Restrooms are readily available.

Client Experience & Values

Goal Financial Services clearly prioritizes client satisfaction. The firm fosters an LGBTQ+ friendly environment and requires an appointment for all consultations, ensuring dedicated attention and personalized service. The available on-site parking adds to the convenience. The firm’s commitment to understanding complex situations, as demonstrated by client interactions, suggests a deep investment in client education and a proactive approach to problem-solving. It's evident that they take the time to thoroughly analyze a client's unique situation, especially important for those relocating from overseas, as exemplified by feedback regarding clients from New Zealand.

Recent Feedback & Reputation

Goal Financial Services currently maintains an impressive average opinion of 5/5 on Google My Business, based on two reviews. These reviews underscore the firm’s commitment to knowledgeable advisors, clear communication, and reliable advice. The consistent praise suggests a strong foundation of trust and a dedication to delivering positive client experiences.

Final Recommendation

For individuals and families seeking a trustworthy and experienced financial planning partner, Goal Financial Services presents a compelling choice. Their dedication to client-centric service, combined with their commitment to accessibility and comprehensive financial advice, makes them a strong recommendation. We encourage prospective clients to visit their website at goalfs.com.au to schedule a consultation and discuss their individual financial goals. Contact them today to take the first step toward securing a brighter financial future.

👍 Reviews of Goal Financial Services

Jay D.

5/5

Rob is very knowledgeable and has been managing my super for about 10 years and I will never use anyone else. When we have reviews he explains things very clearly and he can always answer my many questions. Great customer service and always a good experience. I would recommend anyone to use Goal Financial Services.

Geoff M.

5/5

Rob takes the time to understand my situation (being a kiwi living in Australia) and the challenges that can sometimes bring. His advice has proven to be accurate and I trust Rob to make the right recommendations to benefit me and my investments.