Noel, 65+ years, Dunkeld, VIC
“Robert’s friendly nature and enthusiasm inspires us. He gives us confidence and the results of our investments are showing this positive trend. We are very happy to continue working with Robert.”
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G Kuehne
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….
Jeff, 56 – 65 years, Cooroibah, QLD
“Ashley assisted our mother to settle into aged care. He was very professional with his advice and went above and beyond to assist Mum. We are very satisfied with Ashley…
J Merrett
Robert has been our financial adviser since he began his business some years ago. He was extremely helpful when we retired from farming and when I introduced my mother to…
N Huf
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…
Bruce, 56 – 65 years, Horsham, VIC
“Found Ashley very knowledgeable and informative with the information he was able convey to my wife and I. He was able to help us planning for the future and put…
H Friend
Ashley provided us with very valuable and timely financial advice when our mother moved into an aged care facility as a permanent resident. The information has assisted us to ensure…