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
I have never had any complaints with the service that Robert Goudie and his team give, There has always been a genuine care and consideration given to my families financial future. To me Robert Goudie is my financial guardian angel. Not to mention the relief many years ago when all that share market mail stopped piling up on my kitchen table. Thank you.
Robert Goudie has been of incredible assistance to me since connecting with him before I retired and then his professionalism, honesty and integrity since cannot be questioned. I now live in another a state and he is always updating me personally ( phone or email ) as to trends and general advice re my investments. Highly recommend him.
Overall, an excellent 5 years of performance as a trusted financial adviser. A 10 Star Rating
I was greatly helped by the staff at Meritum and am very happy at the service.
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.
The advice provided by Rob Goudie saved us from making a very dangerous financial decision and we will be forever grateful for his prudence and words of caution. Rob’s vision was for the long term whilst we were caught up in the excitement of making a very nearsighted and emotional decision which would have left us in an extremely precarious financial position. Rob’s approach is ‘slow and steady’ but will see us reaching our financial goals within five years and will leave us in a much more secure position with less debt and a better work/life balance which is important for our family. Rob has consistently listened without judgement and offered solutions that are attainable. The targets that he has set for us have been realistic and the long term outcome will be worth the small sacrifices along the way. We trust that Rob has our best interest and the interests of our sons at heart and that he has sought to protect us with our insurance policies and help us to provide for our children with our future investments. We cannot thank Rob enough for his counsel.
I have been a client of Robert Goudie since 1992. During this time the products and services have changed but continued to grow without the level of care and advice being sacrificed. I have recently become a user of the online program which allows me to monitor my investments in greater detail. I am sure that Robert and his staff will continue to guide me with financial decisions.
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Rob Goudie’s professional, yet friendly approach to his clients is highly recommended. His specialised computer program allows us to check the daily activity of our investment with ease. We are confident in associating our business with Rob, because of his honesty and integrity; we have no hesitation in recommending Rob (and his staff) to implement an effective and compatible ‘financial future’ for you.
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.