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.”
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B & R Johnson
The advice provided by Rob Goudie saved us from making a very dangerous financial decision and we will be forever grateful for his prudence and words of caution. Rob’s vision…
Josh, under 35 years, Horsham, VIC
“As a newcomer to investing, Rachael was extremely patient and understanding. I asked her a lot of questions over the phone and by email. Throughout the whole process she always…
L McCredden
After reaching a crossroad in my financial life I felt the need to consult with a Financial Advisor, and not knowing which way to turn, Robert’s name was mentioned. Having…
Trevor, 65+ years, Horsham, VIC
“Ashley was able to clearly explain the financial implications associated with Permanent Residential Care, for my brother in the West Wimmera Health Service’s Rainbow Hostel and suggest the best options…
N Huf
We are very confident & comfortable in Rob’s advice; he is pleasant, and we would recommend his advice to anyone. He also manages our son’s financial affairs, and they are…
Baillie, under 35 years, Horsham, VIC
“Rachel was extremely helpful in educating me in share trading and investing. Rachel explained things clearly, and kept in constant and fast communication over email and the phone to reassure…