Rob, 56 – 65 years
“Rob’s first-rate advice and service has assisted us greatly with the planning, setup and management of our finances for retirement. Highly recommended.”
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J & A Keller
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…
R Johnson
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…
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…
Janice, 65+ years, Natimuk, VIC
“Ashley was very conversant with Aged Care fees and expenses. We thank him for his reassurance of our mother’s position was the right fit for her now.”
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….
Francis, 65+ years, Byaduk North, VIC
“Ashley has provided advice in relation to aged care. I found Ashley to be very knowledgeable and competent and explained the advice and options in a very clear and easy…