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 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.
Over a period of 15 years, Robert has managed and taken care of any of my financial concerns and given me clear explanations regarding my situation, always offering sound advice. Robert has gone beyond the ‘call of duty’ in many instances for me. His professionalism is outstanding, and I would not hesitate to recommend his services together with his team. If you are looking for trustworthy financial advice, then Robert Goudie at Meritum Financial Group is the person to see.
As clients of Robert Goudie we have no hesitation in recommending his financial services. We find Robert is always available, honest, friendly and very professional when dealing with our families financial needs. He is patient and prepared to listen to our queries and concerns, his staff are also very efficient, courteous and prompt. Robert has worked with us to design a portfolio within our Self Managed Super Fund giving us tax advantages, investment flexibility and an ongoing income into retirement. We have been clients of Roberts for many years and feel confident in associating our business with him.
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!
We were fortunate enough to be referred to Rob Goudie by our long term accountants. We required specialist advice and urgent assistance to develop and implement a succession plan to restructure the family farming business. Recommendations were also needed to assist us in gaining aged care for a loved one in the family. Rob’s knowledge of the aged care industry, farming business and the Department of Veteran Affairs enabled a fair and speedy transition to aged care. Rob negotiated with a number of relevant parties on our behalf. His persistence and professionalism in dealing with often bureaucratic third parties ensured the best result. We’d have no hesitation in recommending Rob’s services.
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.
Robert Goudie has been our adviser for seventeen years so we have no hesitation in recommending his financial services. We have high confidence with Robert and his staff as they are honest, pleasant and have good integrity. Nothing seems to bother them. It is a pleasure to talk with Robert as he talks in a financial language we both can understand.
I have been pleasantly surprised by the professionalism and approachability of Robert Goudie and his staff. We are very fortunate to have a financial service of this quality in our region. The comprehensive website gives me an up to date transparent view of all transactions and ease in accounting at the end of the financial year. Robert’s enthusiasm doesn’t waver and I know choosing him as my financial advisor was the best move I could have made to weather the current financial climate. Thankyou, I remain calm.
We have found Rob to be very thorough and he has always been very approachable. He has successfully helped us develop and strengthen our portfolio.
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.