Wendy, 46 – 55 years, Edenhope, VIC
“Ashley helped me to work through the maze of funding life in the aged care facility and the best strategies to put in place without eroding any savings my Dad had accumulated”
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R & N Hetherton
Overall, an excellent 5 years of performance as a trusted financial adviser. A 10 Star Rating
Peter, 65+ years, Strathmore, VIC
“Ashley has a very positive communication style when dealing with clients. He is very personable and demonstrates real empathy when dealing with what are often stressful and complex issues. He…
M Ervin
Ashley is very efficient and knowledgeable with a friendly approach in helping with parents aged care requirements.
F & S Henty-Anderson
We were fortunate enough to be referred to Rob Goudie by our long-term accountants. We required specialist advice and urgent assistance to develop and implement a succession plan to restructure…
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…
Rodney, 46 – 55 years, Glenlee, VIC
“Olivia has given me advice in areas including, self-managed super funds, on tax effective investments outside of super and reviewed my existing life insurance cover to see if it was…