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.”
“I have been very satisfied with your service and would be happy to recommend you to any of my friends.”
In the time we have had Robert Goudie as our adviser we have always found him friendly and approachable. Robert is always ready to advise, yet there has never been…
The important thing for us was to find some flexibility which allowed us to secure our lifestyles appropriately whilst not being too damaging to our weekly financial allowances. After working…
“Olivia has always been very responsive, professional and pleasant to deal with, giving me great advice re my income protection and financial situation. I am always grateful for her work…
“I am a great believer in outsourcing various aspects of life (management of finances as an example) to those people who are experts in their field. I have been nothing…
“Ashley was very informative and professional in his discussion with myself and family members, with regard to financial options in aged care for my elderly mother.”