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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N & D McIntosh
Robert Goudie has been our financial adviser since he started his. In the early years I was working and now have retired, Robert has guided us all the way. We…
Zane, under 35 years, Hawthorn East, VIC
“Highly recommend Rob; has a great understanding of investments, options available and different tax structures. Thanks”
Sharon, 56 – 65 years, Horsham, VIC
“I found Olivia very easy to understand, I wasn’t sure what advice we needed when we first went to see her, but she steered us in the right direction about…
Sarah, 35 – 45 years, Horsham, VIC
“Olivia has given our family advice on such a wide range of areas – shares, superannuation, investment, various insurances and overall financial planning – she is efficient, understanding, thorough and…
B Wallis
We have always found Rob to be helpful and courteous, no question is too small or difficult. Always up to date with strategies and advice. The weekly updates and alerts…
R & N Hetherton
Overall, an excellent 5 years of performance as a trusted financial adviser. A 10 Star Rating