Lester, 65+ years, Rangeville, QLD
“Ashley was very generous with his time and advice and his advice was very well explained and valuable.”
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Ann-Maree, 46 – 55 years, Haven, VIC
“Olivia has given me initial advice and consultation in investing, superannuation and insurance. Olivia was always fully attentive to my needs, and she was extremely knowledgeable and explained things fully….
L & S McArthur
I have been a client of Robert Goudie since 1992. During this time the products and services have changed but continued to grow without the level of care and advice…
Michelle, 56 – 65 years, Horsham, VIC
“Professional, calm, listened and was supportive of my personal decision making so far. I felt incredibly comfortable discussing sensitive info with Ash in my first consultation. Recommend.”
M Little
“Rob was extremely approachable and knowledgeable, and, as a result, I was able to learn a great deal. He provided me with excellent direction on where to go with my…
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….
Mark, 56 – 65 years, Portland, VIC
“Despite being first timers to a financial planning service, Rachael was able to patiently explain how different strategies worked and then tailor a plan specifically to suit our requirements. This…