Aged Care Planning
Aged Care decisions are complex, making the wrong decisions can come at a high price, emotionally and financially.
We are passionate about working with investors who love having control and input into how their money is invested.
The expertise, strategies and resources you need to grow and protect your wealth at every stage of your journey
Are you a motivated investor?
We are passionate about working with motivated Investors who love having control and input as to how their money is invested for their future. And in case you're wondering ... no, there are no “get rich quick” schemes. The advice we give is based on common sense that gets results. No fluff, no hype.
FREE downloadable resources to assist you to take control of your financial future
- Big banks dirty little secrets
- 5 Steps to assess your current home loan, set your own schedule and pay off your loan fast. FREE HOME LOAN NIGHTMARES eBOOK
- Take control of your Super
- 5 Steps for taking back control, reducing fees and protecting your retirement + investment income. FREE SUPER CHEAT SHEET
- Financial freedom starts here!
- 5 Steps you need to know to achieve your financial independence and say yes to no debt. FREE FINANCIAL FREEDOM EBOOK
FIVE THINGS the bank doesn’t want you to know
Providing you with comprehensive solutions to your wealth
accumulation and retirement planning needs.
Self Managed Super
Direct Share Advice
Aged Care Planning
After many shopping sprees to find a financial manager that we felt comfortable with we selected the Meritum Financial Group. We have found Robert and his team to be extremely friendly and courteous and easy to approach. It is our belief our financial needs have been addressed in a professional manner and all our questions answered truly and honestly. We have our utmost trust in Robert and his team.
I was finding it increasingly time consuming to manage our investment portfolio. By engaging Meritum Financial Group’s administration and advice service’s it has now resulted in significant time savings, reduced administration and increased transparency. Easy access via the web site ensures the ability to monitor the progress of our investments and maintain control over our finances with out the worry of the day to day administration.
A number of years ago, a friend of mine in the Wimmera strongly recommended that I contact a Robert Goudie in Horsham to discuss my retirement plans as I had mentioned that I was thinking of retiring in the next 8 to 10 years. At the time I was employed as Public Servant in Melbourne and made contact with Rob, an appointment was arranged and it has now turned out to be the best I have ever made. My financial skills had been very limited and after a couple of visits Rob had me on a plan that was very easy to understand and was always available to discuss any issues I had with my Statement of Advice that he had written for me. When in Melbourne he would always ring and give me the opportunity to meet with him to discuss my financial plans. I have found the whole team at Meritum very approachable and friendly, and I firmly recommend the professionalism shown by Rob and all his staff. I have now retired and living in Perth (W.A.) and I am still proud to say that I am continually kept up to date with all facets of my portfolio by Rob and his team. I have no hesitation in recommending the Meritum Financial Group services to any persons who are wishing to seek sound financial advice. Professionalsim at its best.
We are very confident & comfortable in Rob’s advice, he is pleasant and we would recommend his advice to anyone. He also manages our son’s financial affairs and they are very happy about Rob’s advice. It is pleasing to us as Russell’s parents that his financial future is in fine hands.
Over the years I have worked with many financial planners helping their clients with the construction and management of share portfolios. As part of this work I have come to know Rob Goudie and his team particularly well. Through the Wimmera Investment Club, which they run and I have spoken at over many years I have also come to know many of his clients. The time Rob and his team take to educate their clients in relation to all aspects of investing and financial planning through forums like the Investment Club is very impressive and something that there should be more of. The familiar faces I see each year when I speak tell me that clients are happy and well looked after. Robert’s preference for direct investments with professional portfolio management and administration systems standing behind his clients’ portfolios means that he is able to run effective low cost portfolios for his clients. This combined with the friendly help from the team in his office mean his clients are not only well looked after but well placed to understand exactly what is going on with their investments. The importance of this I think, cannot be underestimated.
When we retired and sold the farm we needed someone to help us with our finances to see us through the rest of our lives. We spoke to Robert Goudie and found him to be very understanding and approachable. He made sure he took the time to explain all aspects of his advice and showed great patience in his explanation during the times that we didn’t understand something at first. He has a very caring manner and made sure he identified all of our needs. Robert is reliable, approachable, and trustworthy, all the things you need in someone who is going to be involved in your business for a very long time. We have recommended Robert to our friends and family and are confident to do so.
I’ve always found Rob to be very knowledgeable and helpful. What I like best is that it doesn’t matter if you’re one of the richest people around, or a battler – he treats everyone equally. The same applies if you have a simple little question, or need in depth advise.
We recently approached Rob to overview our financial position after moving to Horsham from interstate and never really having a good handle on where we would be if the worst happened. We found Rob and his team to be very friendly, helpful and treated us with respect when our “financial intelligence” was lacking. Their attention to detail and common sense approach to these matters was extremely comforting. I know that if we need to make a claim against any of our policies, that Rob and his team will be there to guide us along the way – hopefully removing some of the stress in those difficult times. Keep up the good work!
Whilst preparing for my impending retirement, I approached several financial advisers but I was not completely satisfied until I met with Robert Goudie. He worked with my accountant to set up a Self Managed Super Fund with which I feel very comfortable. Rob has a very honest and friendly approach and I feel he is genuinely working towards improving my financial position. I have no hesitation in contacting Rob or his willing staff with regard to questions or concerns I may have. Rob and his staff have taken considerable pressure from me particularly during a recent illness I have endured and I feel thankful and have great trust in his guidance and services. I wish Rob and his team all the best for the future and I would willingly recommend him as an efficient and professional financial adviser.
On the suggestion from our accountant that we needed a financial health checkup, we were directed to Rob Goudie at Meritum. Rob took the time to listen to our family/business circumstance. He has been able to review & update our insurances/income protection. The whole team have been welcoming, friendly & accessible. We feel more at ease with the direction our finances are going and are very keen to be included in future investment/finance seminars. I think the best outcome is being able to deal with someone local who is easily contactable. All round, a really pleasant and easy experience!