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
Robert Goudie has been our financial adviser since he started his business over 10 years ago. In the early years I was working and now have retired, Robert has guided us all the way. We have found him very approachable, friendly and trustworthy and able to explain all queries in a manner that we understand. We live out of Horsham and when we need advice we contact him – he never hesitates to explain any queries over the phone to us. Choosing Robert as our financial adviser from his beginning has proven to be an excellent choice and I have never thought of seeking another financial adviser
Rob provides honest, reliable advice that’s appropriate for our current financial position. He’s extremely approachable, friendly and professional. We highly recommend his services.
Big compliments to Rob Goudie and Meritum Financial Group. While setting up our own business Robert’s elaborate and ubiquitous advice assisted us in structuring the purchase of the business and business property in a way that minimised the levels of debt and risk taken while providing significant ongoing tax advantages. Robert coordinated and liaised directly and very effectively with the myriad of other financial professionals to ensure that the transaction was completed on time, which allowed us to focus on other important tasks. Robert’s profound understanding of the Self Managed Superannuation Fund rules and regulations has provided us with the flexibility to utilise our superannuation assets to help achieve our business goals which will most certainly secure our financial future. The efficient staff at Meritum Financial Group are to be commended for their constant follow-up to ensure that all elements of the complex strategies were pulled together to ensure a successful transaction.
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.
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.
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In the time we have had Robert Goudie as our adviser we have always found him friendly and approachable. Robert is always ready to advise, yet there has never been any pressure to follow him. His methods have made for ease of administration of our super investments, even though we live some distance from Horsham. We feel we have full control of our funds with Robert always a willing listener and he has given us confidence to make decisions. Under Robert’s guidance we have seen our investments grow steadily at realistic and satisfactory rates, well above what we would have imagined had we gone it alone. Robert has helped us by giving us a strong understanding of the intricacies of the share market and the benefits of the service he provides.
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 consistently provided my husband and I with sound, realistic and effective financial advice. He has allowed us to take better control of our finances, to ensure that our young family is well protected, and to begin to invest for our futures. We couldn’t recommend him more highly as a financial adviser.
I would like to congratulate you on winning the Services-Professional category at the 2014 Wimmera Business Awards held at the Wimmera Events Centre. This award is a testament to the hard work by you and your team in providing people of Horsham and indeed the region with not only specialist financial planning but also excellent customer service. I am aware, from personal experience, that the team at Meritum are passionate about their business and confident and professional in their friendly approach to clients