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
Ashley provided us with very valuable and timely financial advice when our mother moved in an aged care facility as a permanent resident. The information has assisted us to ensure that Mums existing assets are protected and that she is receiving the maximum Centrelink benefits that she is eligible for.
My wife Fiona and I have been clients of Rob Goudie for just over 12 months. We have found his advice has been common sense, his understanding of our needs comprehensive and his attitude both friendly and professional. We have a young family and our confidence in Rob has meant we have peace of mind about our financial affairs. Rob is a realist, he knows he won’t get everything right all the time, but the principles that are laid out at the beginning mean we know we are on the same wave length. This means we get to spend more time on the trampoline with the kids than trying to make sense of the ever changing domestic and global investment environment.
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.
After a lifestyle change of direction several years ago, we found our family looking around for financial advice on succession restructure of the family business and private investments. We interviewed several financial advisers and while they were informative we were all greatly impressed by Robert’s enthusiasm and professionalism in striving for the right outcome for us. Robert’s professional approach, knowledge, down to earth language and contacts form a solid base and is echoed by his friendly staff in the Horsham office and was a great comfort at this time for our family. The inclusion in to the Wimmera Investment Club is an unexpected advantage that has helped with an increased understanding of the financial world around us. We have no hesitation to recommend others to contact and talk to Robert as he and his staff are only a phone call away and are always courteous, helpful, friendly and approachable.
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.
Meritum Financial Group have been advising me on various financial issues over the last few years, both personally and within my business activities. Robert Goudie is dedicated to providing the very best service and advice in all aspects of the financial industry, and has proven time and time again to go well beyond the expected level of service that one may receive elsewhere. Robert and his team have assisted and guided me in all aspects of my financial planning needs, making this process trouble free and in the end, I am extremely pleased with a very satisfying result. Meritum Financial Group are to be commended for their Integrity, professionalism, dedication, excellent communication skills and attention to detail, making my life so much more comfortable. I have absolutely no hesitation in recommending the services of Robert Goudie and the team at Meritum Financial Group to potential clients for their common sense financial planning advice.
I was greatly helped by the staff at Meritum and am very happy at the service.
Robert was recommended to us by our accountants when we were seeking a financial adviser. We have been entirely satisfied with the advice and planning he has done for us and we have appreciated his genuine desire to do what is best for our future. It is always a pleasure to have a chat with Rob as he talks in a financial language we understand. The staff at Meritum add to a friendly and happy environment. We would sincerely recommend Rob & Meritum to anyone who needs financial planning and advice.
Would you like to get into the stock exchange or setup a Self Managed Super Fund but feel like it is all numbers and scary to attempt yourself? Do you wish you had someone who was on your side wanting you to do well? Then Rob and his team can make these things easy to understand and all you have to do is listen. Rob Goudie, put very simply, makes understanding your finances easy. We are still in control of our funds, but the red tape and the financial lingo is smoothed over for us by Meritum Financial Group. Rob and his team are ultimate professionals who are amazing to deal with and we could not wish to find better service anywhere. It is so nice to feel we are on track and focused and more in control of our money than ever before. So it is easy to write a testimonial for a team that we have true and honest feelings for, that are professional and helpful and willing to go that extra mile.
Overall, an excellent 5 years of performance as a trusted financial adviser. A 10 Star Rating