Zane, under 35 years, Hawthorn East, VIC
“Highly recommend Rob; has a great understanding of investments, options available and different tax structures. Thanks”
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David, 46 – 55 years, Warracknabeal, VIC
“We have been dealing with Rob and CPW for more than 10 years. Rob has always been respectful of our needs and provides advice that makes sense to us (E.g….
J Freeman
“This is my first time investing and I would like to share my great appreciation for the service provided by Robert and Rachael. They were very easy to understand and…
John, 65+ years, Horsham, VIC
“I found Ash very easy to understand…Whenever I put my ideas etc forward, he was able to deal with what I was saying and get back to where he left…
M Harris
My desire to lower the fees of an investment asset and to reduce my ongoing tax costs has been met by the use of your Separately Managed Account (SMA). Your…
G Donnell
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…
B & M Bathurst
We recently approached Rob to overview our financial position after moving to Horsham from interstate and never really having a good handle on where we would be if the worst…